Revenue Operations Manager and Business Systems Team Lead

About this role

We are seeking a talented individual to join our team as a Revenue Operations Manager and Business Systems Team Lead.
In this role, you will be at the forefront of optimizing our revenue and business systems ecosystem - spanning Sales, Customer Success, Account Management, Implementation, and Deal Desk. Reporting to SVP - Operations, you will act as a strategic systems architect, RevOps partner, and team lead managing 2 direct reports
You will bridge high-level strategy and hands-on execution: architecting system flows, managing Nue CPQ, driving forecasting and pipeline reporting, and leading day-to-day systems operations while mentoring your team.
WHO YOU ARE
RevOps Partnership & Revenue Strategy

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Strategic Business Partner: Trusted operational partner to Sales, Marketing, Finance and Customer Success leaders for process optimization, territory/capacity insights, pipeline reviews, and GTM execution.

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Forecasting & Revenue Analytics: Skilled in building and maintaining revenue metrics, renewal forecasting, NRR/GRR tracking, and churn analysis to identify systemic revenue risks.

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Process Architecture: Experienced in mapping pre- and post-sale customer journeys, handoffs, and operational playbooks to drive retention, expansion, and team efficiency.

Systems Architecture & Tech Stack Governance

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Salesforce & CPQ Ownership: Hands-on architect and administrator for Salesforce (system of record) and Nue CPQ, owning product catalogs, SKU/packaging creation, pricebooks, custom attribute setups, and Deal Desk approvals.

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End-to-End System Integration: Expert in designing scalable data flows across interconnected GTM tools (Planhat, LeanData, Maxio, Outreach, Highspot, ChiliPiper) with minimal manual overhead.

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Data Architecture & Governance: Skilled in creating technical documentation, field libraries, change logs, and data quality standards that keep cross-system data accurate and audit-ready.

Team Leadership & Project Management

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Player-Coach & Team Lead: Proven ability to lead a small team—managing sprint intake, setting clear priorities, conducting flow/code reviews, and developing technical capacity.

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Project Delivery: Experienced in leading complex system implementations from requirements gathering through vendor evaluation, testing, deployment, and change management.

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Practical AI & Automation: Skilled in leveraging modern AI and automation tools to streamline workflows, enrich CRM data, and improve operational output.

WHAT YOU'LL DO
RevOps Leadership & Business Partnership

• Act as the primary operational partner for Sales, Marketing, Finance and CS leadership—translating business priorities into actionable revenue strategies and system workflows.

• Own revenue operations, including renewal/expansion forecasting, weekly pipeline hygiene, NRR channel updates, and churn analysis.

• Manage Deal Desk operational reviews, order form templates, custom SKU controls, and monthly Finance reconciliations (SFDC Maxio) to maintain quote-to-cash alignment.

• Conduct quarterly pricing and discounting analysis in partnership with Finance and Product Marketing to evaluate historical trends and margin impact.

Systems Architecture & Administration

• Serve as primary architect and hands-on administrator for Salesforce and Nue CPQ, maintaining high system availability, flow logic, and data integrity.

• Co-own the business systems roadmap with the SVP of Operations driving structured intake, trade-off evaluations, and deployment release calendars.

• Manage the Planhat-to-Salesforce data flow, ensuring seamless bi-directional synchronization for customer health scores, renewal milestones, and usage data.

• Oversee user access provisioning, security configuration reviews, and license management across all GTM and revenue tools.

• Manage GTM system vendor contracts, renewals, invoice approvals, and systems budget allocations.

Team Management & Operations

• Lead, mentor, and direct small team

• Establish structured intake, prioritization, and sprint cadences for all RevOps and systems requests across the organization.

• Maintain comprehensive technical documentation, architecture maps, and user training guides for all system modifications.

• Perform other operational duties and special projects as assigned.

WHAT SUCCESS LOOKS LIKE / KEY MILESTONES
First 3 Months

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System Audit & CPQ Onboarding: Complete a comprehensive audit of the business systems landscape and successfully complete onboarding on Nue CPQ, taking full ownership of SKU management, pricebook updates, and Deal Desk approvals.

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Data Governance Framework: Establish and document data governance standards across Salesforce, Planhat, and Maxio, delivering a remediation plan for identified data quality issues.

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Process Alignment: Establish a recurring RevOps reporting cadence for post-sales leadership (NRR/churn analytics) and streamline the monthly SFDC Maxio reconciliation workflow.

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Targeted Operational Win: Achieve a measurable reduction in quote cycle time or CPQ order form error rate.

First 6 Months

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Automated Renewal & Expansion Workflow: Design and deploy a semi-automated renewal tracking process between Planhat and Salesforce with automated status triggers and clear checkpoint ownership.

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Roadmap Execution: Deliver at least three prioritized roadmap projects (e.g., LeanData routing optimization, CPQ structure cleanup, or automated attribution mapping).

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Quantifiable Efficiency Targets: Achieve measurable improvements across key metrics:

• Reduce custom SKU exception requests by 20% through standardized Nue CPQ rules.

• Improve Planhat-to-Salesforce data synchronization accuracy to

• Decrease lead routing turnaround times.

WHAT YOU’LL BRING

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6+ years of progressive experience in Revenue Operations, Sales Operations, or Business Systems within a B2B SaaS environment.

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2+ years of team lead or managerial experience guiding direct reports (delegating sprint tasks, conducting technical…