Manager, Revenue Operations
Manager, Revenue Operations
Department: Finance and Operations
Employment Type: Permanent - Full Time
Location: United States (Remote)
Reporting To: Melissa Duncan
Description
What You’ll Do at OnePlan
- Analyze sales performance, marketing impact, and customer success metrics to uncover trends and inform decision-making.
- Develop forecasting models that provide a clear view of revenue projections and business health.
- Assess customer acquisition, retention, and expansion trends to identify areas for growth and improvement.
- Deliver reports and strategic recommendations to the CEO and leadership team to guide business priorities.
Process Improvement & Operational Alignment
- Work closely with sales, marketing, and customer success to ensure operational efficiency and seamless handoffs between teams.
- Identify bottlenecks in revenue processes and propose solutions to improve deal velocity, conversion rates, and retention.
- Evaluate and refine lead management and sales funnel strategies to maximize efficiency and outcomes.
- Ensure the integrity, accuracy, and accessibility of revenue-related data within Salesforce and other GTM tools.
- Oversee the Salesforce Administrator, ensuring that CRM functionality supports business needs.
- Partner with finance on revenue reporting, quota setting, and performance analysis.
Cross-Functional Collaboration
- Act as a strategic partner to leadership, providing insights that support data-driven decision-making.
- Work with marketing to assess campaign performance and attribution, ensuring alignment with revenue goals.
- Support sales enablement efforts by providing insights on win/loss trends and competitive positioning.
Our Ideal Fit
- 5+ years of experience in revenue operations, business intelligence, or a related role.
- Strong analytical skills with the ability to interpret complex data and communicate insights effectively.
- Proficiency in Salesforce and experience with other GTM tools (e.g., HubSpot, Marketo, Tableau, Looker).
- Understanding of sales processes, customer lifecycle metrics, and revenue forecasting.
- Ability to work across teams, influence decision-making, and drive process improvements.
- Experience in a SaaS or technology-driven business is a plus.
More Reasons Why You Should Apply!
- We’re a remote-first company with team members across the USA, Canada, UK, and India!
- OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
- We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
- We offer comprehensive health, dental, and vision benefits, with additional insurance options.
- Employer RRSP and 401K matching programs.
- A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Average salary estimate
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