Revenue Operations Manager

At Formant, we’re on a mission to build the autonomous future with humans at the center. Our cloud-based data and operations platform helps companies scale and manage fleets of robots in the real world. We serve a wide range of customers, from Fortune 100s to fast-growing startups. We’re backed by both venture and large names in the industry, and scaling.

The Revenue Operations Manager is responsible for optimizing and streamlining the processes, data, and technology that drive revenue growth. This role involves working cross-functionally with sales, marketing, customer success, and finance teams to ensure alignment and operational efficiency. The ideal candidate is data-driven, detail-oriented, and has a deep understanding of how to create scalable processes that enhance the entire revenue cycle.

Key Responsibilities:

• Data Management and Analysis
• Ensure data integrity across all revenue-related systems (CRM, marketing automation, customer success platforms).
• Develop and maintain dashboards and reports to provide insights into the performance of the revenue teams.
• Analyze trends and key metrics to identify growth opportunities and areas for improvement.
• Process Optimization
• Streamline and document end-to-end processes across sales, marketing, and customer success to improve efficiency and effectiveness.
• Identify bottlenecks in the revenue cycle and work with stakeholders to implement solutions.
• Lead the implementation and management of tools and technologies that support revenue operations.
• Training for teams on processes and systems as needed
• Cross-Functional Collaboration
• Work closely with sales, marketing, and customer success teams to ensure alignment on goals, strategies, and execution.
• Collaborate with finance to ensure accurate forecasting, pipeline management, and revenue recognition.
• Facilitate communication and information sharing across departments to drive revenue growth.
• Strategic Planning
• Assist in the development and execution of revenue strategies, including go-to-market plans, pricing models, and sales incentives.
• Provide strategic recommendations based on data analysis and industry best practices.
• Monitor competitive landscape and market trends to inform revenue operations strategy.
• Performance Management:
• Establish KPIs and benchmarks for revenue operations.
• Monitor performance against targets and adjust strategies as needed.
• Provide regular updates to senior leadership on the status of revenue operations initiatives.
• Align with finance on key Company KPI reporting
• Tech Stack Management
• Set up, optimization, integrations, license distribution, training
• Optimizing workflows for simplicity and reporting
• Negotiating renewals
• Other Misc tasks
• Supportive role on events planning
• Supportive role in incentive calculations

Experience & Qualifications:

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 5+ years experience working in revenue operations or sales operations. Ideally a blend of marketing and CS operations as well
• Strong analytical skills with the ability to interpret complex data and provide actionable insights.
• Experience with CRM systems (e.g., Hubspot), integrations, and marketing automation tools. Some technical experience with Hubspot highly desired.
• Excellent project management skills with a track record of leading cross-functional projects.
• Strong communication and interpersonal skills, with the ability to influence and collaborate effectively at all levels of the organization.
• Knowledge of the latest revenue driven tech stack for scaling SaaS companies, and best practices for optimizing usage
• Strong business acumen
• Extreme attention to detail and process-oriented
• Experience being the only one in your function
• Strong experience with Google workspace, Google Sheets, Hubspot CRM and Marketing, Gong
• Experience in a SaaS and/or tech company.

Ideal candidates will also have:

• Chargebee, Amplemarket, Pandadoc, Tofu, and/or Intercom experience
• Knowledge of revenue forecasting models and techniques
• Workflow automation experience