Revenue Operations Manager

Responsibilities

• Own the revenue operating rhythm: build and maintain ELT materials, run bi-weekly pipeline reviews, and produce weekly revenue reports with week-over-week trend analysis
• Manage Salesforce as the source of truth: build reports and dashboards, track pipeline velocity, and flag stalled accounts, slipping close dates, and declining activity
• Translate data into insights: create analysis using structured data and synthesize reporting into a clear narrative and recommendation for the CRO and sales leadership
• Own the full sales cadence: preview decks before major calls, keep teams accountable to update materials on time, and ensure the revenue org runs without gaps
• Lead go-to-market research on a monthly/quarterly basis: conduct TAM analysis for new market motions, segment prospects, and map who's already been contacted against new ideal customer profiles
• Build client dossiers ahead of strategic meetings: structured research packets on key accounts (especially publicly traded carriers) to support sales leaders in high-impact interactions
• Iterate on pricing models with Finance: develop a rigorous framework for annuities and life insurance pricing, including benchmarking against market data
• Build a consolidated forecast view: combine pipeline data, inputs from TPA Services team, and other reporting sources into a single coherent picture with a human-readable summary
• Automate the recurring work: identify activities and workflows that can be automated and implement scalable automations to drive efficiency

Requirements

• Self-starter and rigorous thinker who builds a point of view from ambiguous data and strives to deliver actionable insights
• Comfortable in Salesforce and fluent with data tools; continuous improvement mindset for refining existing workflows and systems
• Comfortable using AI and automation tools as a core part of daily work, and willing to deploy skills, automations, and workflows using AI tools
• Takes initiative and can own a project end-to-end, and also knows when to find subject-matter experts before going too far down the wrong path

Nice-to-Haves

• No traditional Sales Ops background required — problem-solvers who challenge assumptions and find better ways to get things done are valued

Compensation & Benefits

• Competitive salary and equity based on role
• 100% paid-premium option for medical, dental, and vision insurance
• Lifestyle stipend to support physical, emotional, and financial wellbeing
• Flexible paid time off and parental leave programs
• Flexible work-from-home policy and open to remote
• Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas' Deep Ellum