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Business Operations Manager, North America

Role overview

Qualifications

  • 5+ years of experience in Business Operations, Strategy, RevOps, Consulting, or a similar role, ideally within a SaaS company.
  • Proven experience supporting executive leadership and driving data-driven decision making.
  • Bachelor’s degree
  • Advanced proficiency in Excel and PowerPoint

Responsibilities

  • Own the business operating rhythm including pipeline councils, performance reviews, and QBRs.
  • Own and support sales forecasting, including pipeline assessment and scenario planning.
  • Support the GTM planning process as part of the annual sales strategy cycle.
  • Derive actionable insights into business health and act as a trusted partner to sales leaders.

Key facts

Hard skills

Other skills

  • Analytical Thinking
  • Microsoft Excel
  • Microsoft PowerPoint
  • Communication
  • Problem Solving
  • Organizational Skills

About the company

Copperleaf logo

Copperleaf

Data Analytics & Business Intelligence

Copperleaf provides enterprise decision analytics software solutions to companies managing critical infrastructure. We leverage operational and financial data to empower our clients to make investment decisions that deliver the highest business value. What sets us apart is our commitment to providing extraordinary experiences, shaped by people who care deeply, products that deliver exceptional value, and partnerships that stand the test of time. Copperleaf is a patron of The Institute of Asset Management and actively participates in shaping the future of asset management standards, including ISO 55000. Headquartered in Vancouver, Canada, our solutions are distributed and supported by regional staff and partners worldwide. Together, we are transforming how the world sees value.

Company details

Company typeSME
IndustryData Analytics & Business Intelligence
Company size501-1000

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Job description

Job Description

As part of the IFS Ultimo team, the Business Operations Manager will partner closely with the CRO for North America and senior sales leaders to drive strategic decision-making and business operations execution across a high-growth SaaS business. 

This role sits at the intersection of strategy, operations, and commercial execution, supporting initiatives such as forecasting, go-to-market (GTM) planning, Quarterly Business Reviews (QBRs), and sales policy. You will translate data into insights, insights into decisions, and decisions into scalable processes that support sustained growth. 

Key Responsibilities:

  • Own the business operating rhythm including pipeline councils, performance reviews, and QBRs.
  • Own and support sales forecasting, including pipeline assessment and scenario planning (worst case, best case) to support leadership decision-making. 
  • Support the GTM planning process as part of the annual sales strategy cycle, including segmentation, resource allocation, territory design, coverage models, and quota setting.
  • Derive actionable insights into business health and act as a trusted partner to sales leaders in defining corrective actions and strategic priorities.
  • Partner across Finance, Product, Marketing, and Sales Operations to align on revenue priorities.
  • Lead the design and execution of key strategic initiatives in North America, ensuring follow-through from concept to measurable business outcome.

What You’ll Gain 

  • A high-impact role within a scaling, high-growth SaaS organisation. 
  • Direct exposure to executive leadership and strategic decision-making. 
  • The opportunity to shape GTM and commercial strategy. 
  • A collaborative environment focused on learning, ownership, and continuous improvement. 

Qualifications

Key Competencies 

  • Strong strategic and analytical thinking with the ability to move between detail and big-picture perspectives. 
  • Highly structured and organised, able to manage multiple priorities in a fast-paced, high-growth environment. 
  • Commercially minded, with a clear understanding of SaaS GTM motions and revenue drivers. 
  • Confident communicator, able to influence senior stakeholders with data-driven insights. 
  • Proactive problem-solver who thrives in ambiguity and enjoys building scalable solutions. 

Qualifications 

Essential: 

  • 5+ years of experience in Business Operations, Strategy, RevOps, Consulting, or a similar role, ideally within a SaaS company. 
  • Proven experience supporting executive leadership and drivind data-driven decision making.
  • Bachelor’s degree
  • Advanced proficiency in Excel and PowerPoint 
  • Experience working with Hubspot CRM 

Additional Information

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer

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MR

Marcus Rivera

Chief Revenue Officer

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