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Manager, Revenue Operations (Customer Management) (Remote)

Role overview

Qualifications

  • Bachelor's degree or equivalent work experience
  • 5+ years in Revenue Operations, Sales Ops, or BizOps, preferably within a high-growth B2B SaaS environment
  • Expert-level knowledge of Salesforce/ Hubspot
  • Proficiency with BI tools (Tableau/Looker) and forecasting software (Clari/Gong/BoostUp)

Responsibilities

  • Design and implement automation for SMB/Tech Touch motions, reducing manual rep effort on low-touch segments.
  • Build and maintain standardized CSM/RS playbooks — defining the plays, the triggers, and the systems that surface them in-workflow.
  • Serve as Post-Sales RevOps lead for product launch readiness across various initiatives.
  • Build and maintain dashboards and recurring reports on retention, gross/net revenue retention, churn, adoption, and CSM productivity.

Key facts

  • Remote from: United States
  • Full time
  • Revenue operations
  • English

Hard skills

Other skills

  • Communication
  • Teamwork

About the company

KnowBe4 logo

KnowBe4

Cybersecurity

KnowBe4 is the provider of the world’s largest security awareness training and simulated phishing platform that helps you manage the ongoing problem of social engineering. Forrester Research Named KnowBe4 a Leader in The Forrester Wave™: Security Awareness and Training Solutions, Q1 2020. The latest G2 Grid Report did over 500 G2 customer reviews, and KnowBe4 ranked as the top ranked security awareness training platform with 99% of users rating 4 or 5 stars, and the largest market presence among all vendors. The KnowBe4 platform is user-friendly and intuitive, and powerful. It was built to scale for busy IT pros that have 16 other fires to put out. Our goal was to design a full-featured, yet easy-to-use platform. Customers with businesses of all sizes can get the KnowBe4 platform deployed into production at least twice as fast as our competitors. Our Customer Success team gets you going in no time, without the need for consulting hours.

Company details

Company typeLarge
IndustryCybersecurity
Company size1001 - 5000

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Job description

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The KnowBe4 Platform provides attack simulation and training, collaboration security, and agent security powered by AIDA (Artificial Intelligence Defense Agents) and a proprietary Risk Score. The platform leverages 15-years of behavioral data to combat advanced threats including social engineering, prompt injection, and shadow AI. By securing humans and agents, KnowBe4 leads the industry in workforce trust and defense.

A Manager, Revenue Operations (Customer Management) serves as the strategic engine behind KnowBe4's Post-Sales Go-To-Market machine. They bridge Customer Success, Sales, Marketing, and Product to keep the revenue engine predictable, scalable, and resilient. More than a traditional RevOps analyst, they act as an AI multiplier, (architecting a revenue engine where AI doesn't just assist the team but redefines its capacity) turning chaotic data into actionable insights that influence executive-level decisions.

Responsibilities:

CSM Efficiency, Automation & Workflows

  • Design and implement automation for SMB/Tech Touch motions, reducing manual rep effort on low-touch segments.
  • Build and maintain standardized CSM/RS playbooks — defining the plays, the triggers, and the systems that surface them in-workflow.
  • Partner with CS Enablement to translate process changes into training, documentation, and adoption tracking.
  • Identify time drains through rep shadowing and system analysis; prioritize an automation backlog with measurable hours-saved impact.
  • Apply AI and agentic tooling wherever it can compress manual work- this team assumes AI-first.

GTM Readiness & Product-to-Market

  • Serve as Post-Sales RevOps lead for product launch readiness across SAT A/F upgrades, SAT platform migration, ARM, RTC, and PLG motions.
  • Build the launch readiness checklist and operating cadence: system configuration, entitlement changes, pricing/packaging setup, playbook updates, rep training, and support documentation.
  • Coordinate cross-functionally with Product, Product Marketing, Enablement, Support, and Sales Ops to make sure post-sales is ready on day one, not week six.
  • Own post-launch adoption and consumption tracking, feeding findings back into the playbook and enablement loop.
  • Manage migration operations for platform transitions — customer segmentation, sequencing, rep tooling, and exception handling.

 Analytics, Systems & Process

  • Build and maintain dashboards and recurring reports on retention, gross/net revenue retention, churn, adoption, and CSM productivity.
  • Perform ad hoc analysis on cohort behavior, expansion drivers, and churn root cause.
  • Own day-to-day administration and configuration of the CS tech stack (Gainsight or equivalent, Salesforce CS objects, Zendesk).
  • Maintain and iterate on customer health scoring — definitions, thresholds, and the data feeding them.
  • Design, document, and automate CSM workflows: onboarding handoff, QBR prep, renewal plays, escalation paths, and at-risk triage.
  • Ensure data hygiene across accounts, contacts, subscriptions, and lifecycle stages; build the checks that catch problems before reporting does.

AI/Automation Champion

  • Proven experience developing, implementing, and iterating AI tools (Gemini, ChatGPT, Claude, or other specialized AI) to drive measurable efficiency gains across RevOps functions and customer-facing processes (process automation, predictive analytics, and automated agents).

Qualifications:

  • Bachelor's degree or equivalent work experience
  • 5+ years in Revenue Operations, Sales Ops, or BizOps, preferably within a high-growth B2B SaaS environment
  • Expert-level knowledge of Salesforce/ Hubspot
  • Expert-level knowledge of tools like ZoomInfo, Clay, 6Sense and / or LinkedIn Sales Navigator
  • Proficiency with BI tools (Tableau/Looker) and forecasting software (Clari/Gong/BoostUp)
  • Hands-on builder mentality — comfortable connecting APIs (e.g., Make.com) and testing new AI tooling
  • Ability to analyze complex, multi-system data sets and produce board-ready outputs
  • Strong process orientation — builds systems so problems don't recur
  • Ability to translate complex operational jargon into clear, executive-level narratives
  • Proven track record managing high-stakes projects independently through cross-functional partnerships
  • Ability to manage multiple projects in a fast-paced environment; team player who can work autonomously

The base pay for this position ranges from $150,000 - $160,000, which will vary depending on how well an applicant's skills and experience align with the job description listed above.

Application deadline: 9/1/2026.  This is our good-faith estimate of the date the application window is anticipated to close. KnowBe4 reviews applications on a rolling basis and reserves the right to close the application window early if a qualified candidate for the position is identified.

Our Fantastic Benefits

We offer company-wide bonuses based on monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, certification reimbursement, and certification completion bonuses - all in a modern, high-tech, and fun work environment. For more details about our benefits in each office location, please visit www.knowbe4.com/careers/benefits.

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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