Revenue Operations Manager
Employment Information
Job Description
Revenue Operations Manager responsible for optimizing sales and marketing operations through Salesforce management. Overseeing data integrity, cross-functional processes, and training for revenue teams in a growing organization.
Responsibilities:
- Own Salesforce administration including user management, object configuration, workflow automation, validation rules, and custom field creation to support evolving business needs.
- Configure and optimize CRM to support sales processes, opportunity management, pipeline visibility, and accurate forecasting.
- Design and deliver SFDC training programs for new hires and existing users, ensuring adoption of best practices and consistent data entry standards.
- Serve as primary point of contact for troubleshooting CRM issues, fielding user questions, and providing ongoing system support.
- Evaluate, implement, and manage integrations between Salesforce and other sales and marketing tools to ensure seamless data flow across systems.
- Partner with IT and vendors on data integrations, ensuring clean data transfer between systems and resolving technical issues as they arise.
- Maintain system documentation including user guides, process workflows, and configuration notes to enable knowledge transfer and self-service support.
- Stay current on platform updates and new features; proactively recommend optimizations to improve efficiency and user experience.
- Establish and enforce data quality standards for CRM and related systems, including naming conventions, data entry requirements, and validation rules.
- Design and maintain dashboards and reports that provide visibility into pipeline health, sales performance, marketing effectiveness, and revenue metrics.
Requirements:
- Bachelor's degree in Business, Information Systems, or related field preferred.
- 3-5 years of experience in revenue operations, sales operations, or CRM administration.
- Salesforce Administrator Certification or equivalent hands-on SFDC configuration experience required.
- Demonstrated experience configuring and optimizing CRM systems including custom objects, workflows, validation rules, and reporting.
- Experience with data integrations between CRM and other business systems (marketing automation, ERP, CPQ, etc.).
- Professional services, agency, or project-based business experience strongly preferred.
Benefits:
- Opportunities for professional development and growth in a high-growth environment
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