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Revenue Operations Manager - Revenue Planning & Insights

The Revenue Operations Manager will lead forecasting, revenue planning, executive reporting, quota analytics, and scalable reporting systems while using AI to automate and improve go-to-market operations. The role requires at least five years of relevant experience, SQL fluency, Salesforce expertise, and strong analytical and executive communication skills.

About the job

Responsibilities

  • Build and continuously improve the reporting engine, including underlying data models, infrastructure, reporting, and forecasting processes.
  • Partner with relevant teams to resolve upstream CRM design, process, and data-quality issues.
  • Own quarterly business review processes, analyze large and complex datasets, and present findings and recommendations to go-to-market leadership.
  • Support revenue planning, quota and target setting, including capacity-based quota analysis, attainment and distribution analysis, and recurring quarterly target updates.
  • Investigate open-ended business questions, selecting the appropriate data, methodology, and analytical depth to produce decision-ready answers.
  • Build internal tools with AI-assisted development while balancing speed, accuracy, maintainability, and security.
  • Translate business problems into requirements, decision logic, and success criteria, and drive execution with Business Systems, Data Engineering, and partner teams.

Requirements

  • At least 5 years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, Business Operations, or a highly analytical operating role.
  • Experience investigating open-ended business questions and determining suitable data, methodologies, and solutions.
  • Fluency in SQL and experience working with large, complex datasets.
  • Systems mindset with the ability to anticipate edge cases, understand downstream impacts, and design scalable solutions.
  • Familiarity with modern AI tools, agentic AI workflows, and critically evaluating AI-generated outputs.
  • Strong analytical judgment and business judgment.
  • Executive-ready communication and presentation skills.
  • Experience with forecasting, revenue planning, quota planning, executive reporting, or related Revenue Operations processes.
  • Hands-on experience with Salesforce reports, objects, and underlying data structures.
  • Experience building reports and dashboards with BI tools such as Tableau.

Nice to Have

  • Python experience.
  • Experience with go-to-market tools such as Clay.

Compensation and Benefits

  • Base salary: $120,000–$145,000 in New York City.
  • May be eligible for variable compensation through a company incentive bonus.
  • Benefits include medical, dental, vision, life and disability insurance, infertility and transgender health benefits, EAP, transit benefits, FSA and HSA options, equity, flexible paid time off, paid parental leave, a four-week paid sabbatical after six years, professional coaching, and 401(k) matching.

Skills

SQL, Salesforce, Tableau, Python, Clay, Revenue Forecasting, Revenue Planning, Quota Planning, Business Intelligence, Artificial Intelligence, Data Modeling, Executive Reporting

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