Data & Revenue Operations Manager

Maxwell Leadership Inc•Duluth, GA

1d•Onsite

About The Position

The Data & Revenue Operations Manager is responsible for the operational accuracy, data integrity, member-account support, reporting discipline, and revenue-control processes of the Direct-to-Consumer Business Unit within Maxwell Leadership. This role owns key functions associated with MLCT Member Accounts, including referral commission verification, responding to Zendesk tickets, answering member emails related to their account, and ensuring members receive timely, accurate, and professional support. This role also serves as the Salesforce expert for the Direct-to-Consumer Business Unit, with responsibility for Salesforce data management, daily accounting uploads into Salesforce, business-unit reporting accuracy, payroll and payout calculations, and ongoing sales and event reporting. In addition, this role provides leadership oversight to the Retention and Collections department and team, helping protect member relationships, improve collections performance, strengthen retention outcomes, and support the financial health of the business unit. This position is a critical operating role that helps the Direct-to-Consumer Business Unit scale with excellence, accountability, and trust.

Requirements

Strong knowledge of Salesforce data management, reporting logic, field accuracy, record maintenance, and operational workflow discipline
Strong understanding of business reporting, revenue operations, compensation calculations, and financial process accuracy
High attention to detail with strong reconciliation, validation, and quality-control skills
Ability to manage multiple recurring deadlines without sacrificing accuracy
Strong written communication skills for member-facing support and internal reporting
Experience with Zendesk or similar support-ticket systems
Strong analytical and spreadsheet skills
Ability to identify patterns, errors, and reporting issues quickly
Strong organizational and documentation discipline
Ability to handle confidential payroll, compensation, financial, and member data with discretion
Ability to lead a team and hold clear expectations for retention and collections performance
Strong problem-solving skills and proactive escalation judgment
Ability to operate with ownership in a fast-paced, growth-oriented environment
5+ years of experience in operations, revenue operations, business operations, sales operations, customer operations, finance operations, or a related field
Proven experience with Salesforce as a business owner, advanced user, or systems lead
Proven experience with reporting, reconciliations, commission verification, payroll inputs, payouts, or related financial operations
Experience responding to customer/member support issues with professionalism and resolution focus
Experience building, maintaining, and improving recurring reports and business metrics
Bachelor’s degree in business, finance, operations, accounting, or related field preferred

Nice To Haves

Experience overseeing retention, collections, account recovery, or similar business functions preferred
Prior people-leadership experience preferred

Responsibilities

Manage member-account operational support for MLCT members
Verify referral commissions for accuracy, completeness, and eligibility
Respond to Zendesk support tickets related to member accounts in a timely and professional manner
Answer member emails related to accounts, billing, support, and account questions with clarity and care
Serve as the Salesforce expert for the Direct-to-Consumer Business Unit
Maintain Salesforce data integrity, accuracy, completeness, and usability for the business unit
Manage daily accounting uploads into Salesforce accurately and on time
Calculate distributions and payouts for mentors and program leads
Calculate Program Advisor payroll for the D2C sales team accurately and on schedule
Maintain DSRs (Daily Sales Reports) with precision and timeliness
Update the weekly Business Unit BPR Report accurately and on schedule
Update D2C sales metrics and ensure reporting reflects the most current business activity
Own all event reporting and other on-demand business-unit reporting
Identify discrepancies in data, reporting, payouts, payroll inputs, and member-account records, then resolve or escalate appropriately
Build and maintain documentation, controls, and audit trails for revenue-related and reporting-related workflows
Oversee the Retention and Collections department and team to improve follow-up, collections, save efforts, and retention outcomes
Lead cross-functional coordination related to account integrity, reporting, retention, collections, and revenue visibility
Recommend and implement process improvements that reduce errors, improve efficiency, and strengthen the bottom line
Other duties as assigned