Revenue Operations Manager

What you'll do:

Own Day-to-Day Cadences

Run the weekly, monthly, and quarterly operational cadences for the Revenue Operations team, including pipeline reviews, forecast prep, and quarter-end close activities.

Complete the end-of-month commission audits (see below) on schedule.

Prepare and distribute recurring reports and dashboards on time and with accurate data.

Track open items and follow-ups from cadence meetings, and make sure they are closed.

End-of-Month Commission Audits

Commission audits are a key monthly cadence for this role. Each month end, you will audit Internal Sales Commissions and Partner Commissions to confirm payouts are accurate, supported by the data, and compliant with the commission plans and approval rules.

Reconcile commission calculations against closed deals, bookings, and payments in Salesforce, and investigate and resolve any differences.

Check that deals, discounts, and partner attribution follow plan terms and DOAs before payouts are finalized.

Work with Sales leaders, Finance, and Partner teams to correct errors, handle exceptions, and document the outcome.

Keep a clear audit trail and an SOP for the process, and treat all commission and compensation data as confidential.

Support Acquisition, Payments, and Upsell Motions

Provide daily operational support to Sales and Account teams across new customer acquisition, payments, and upsell.

Process operational requests such as trial extensions, discount applications, account setups, and approvals in Salesforce, following Delegations of Authority (DOAs).

Keep accurate logs of discounts and approvals for audit compliance.

Monitor pipeline and opportunity health across each motion, and flag risks, gaps, and stalled deals to the team.

Maintain the Sales Tech Stack

Handle routine administration of Salesforce and connected tools (such as Gong, RevenueHero, Clay and Lean Data): users, permissions, picklists, fields, validation rules, and simple workflows.

Run scheduled data uploads and updates until automation is in place.

Test new workflows, automations, and releases in sandbox before they go live (QA / UAT), and give clear feedback to the Ops leads who built them.

Triage and resolve user issues and system requests, and escalate larger changes to Ops leadership with context and a proposed solution.

Reporting and Analytics

Build and maintain Salesforce and Power BI reports and dashboards covering pipeline, bookings, renewals, upsell, and sales activity.

Pull ad-hoc data for Sales, Upsell, Payments and Finance and write first-draft analyses for review by Ops leaders.

Spot trends and anomalies, and explain what the numbers mean in plain language.

Data Quality and Governance

Audit and clean CRM data, including duplicate resolution, field cleanup, and picklist migrations.

Run quarterly CRM health checks to confirm accounts, contacts, and leads are aligned and correctly owned.

Check imports, uploads, and automations before they run to prevent data corruption.

Process and Documentation

Write and maintain clear, repeatable SOPs for every cadence and recurring task.

Follow documented processes and escalate exceptions and edge cases to Ops leads.

Suggest ways to cut manual work, and help roll out process changes to the sales team.

Work in an AI-Native Way

Use AI tools (such as Claude or similar assistants) to speed up reporting, analysis, data cleanup, documentation, and QA.

Build and share repeatable prompts, workflows, and lightweight automations that cut manual work for the team.

Check AI output for accuracy before it is used, especially for data, commissions, and customer-facing work, and follow company rules on data privacy and security.

Stay current on new AI capabilities, and recommend ways to apply them to our tech stack and processes.

Grow Into a Partner to Sales Managers

Over time, become the go-to operations contact for front-line Sales Managers: preparing team-level performance views, supporting coaching and forecast conversations, and helping managers act on the data.

Take on more ownership of process improvements and small projects as you build trust and skill.

What you'll bring:

2 to 4 years of experience in revenue operations, sales operations, business operations, or Salesforce administration.

Working knowledge of Salesforce, including reports and dashboards. Basic admin skills (permissions, fields, picklists, workflows) are expected.

Experience with Power BI to build and maintain key Dashboards.

Strong Excel or Google Sheets skills, including working with large data sets.

Experience with commission calculations, reconciliations, or financial audits is a strong plus, along with the discretion to handle confidential compensation data.

Demonstrated AI-native working style: you already use AI assistants regularly and can describe specific ways they have improved your work.

Strong attention to detail and the discipline to run recurring tasks accurately and on time.

Clear written and spoken English, with a habit of documenting what you do.

Comfort working in a ticket-based, fast-paced environment with several stakeholders at once.

It's a nice to have if you bring:

Salesforce Administrator certification.

Experience with Gong, Revenue Hero, Lean Data, HubSpot, or similar SaaS tools.

Experience building automations or workflows with AI or no-code tools (such as Salesforce Flow, Zapier, or similar).

Experience with Clay, building Outbound lists and enriching data.

Experience with QA or UAT testing of workflows and automations.

Exposure to payments, subscription billing, or upsell and expansion sales motions.

Experience working with distributed teams across time zones.