Revenue and Sales Operations Manager

Perseus Group, Constellation Software

1d•Hybrid

About The Position

WinTech is an industry-leading pension software company with over 25 years of experience. We are seeking an experienced Revenue & Sales Operations Manager to collaborate with the Chief Revenue Officer, independently own key operational processes, and strengthen relationships across customers, prospects, and partners. The role is broad and expected to evolve, with an initial focus on sales operations, relationship management, and marketing operations. Preference will be given to candidates based in the New York, New Jersey, or Connecticut Tri-State Area who can work in a hybrid model and attend our Greenwich, CT office as needed. Other candidates may be considered based on experience. WinTech is part of the Gemini Group, an operating group within Constellation Software Inc. (CSI), a global leader in vertical market software. This affiliation provides stability and long-term investment while maintaining the agility and culture of a specialized team.

Requirements

7+ years of demonstrated experience across sales/revenue operations, relationship management, and marketing operations.
Strong organizational skills with the ability to manage multiple workstreams.
Clear communicator, comfortable working directly with leadership, external partners, and customers.
Comfortable taking on diverse responsibilities within a small, highly efficient team.

Nice To Haves

Someone who enjoys building structure where needed without over-engineering.
Someone who sees gaps and fills them without being asked.
Someone who enjoys wearing multiple hats and having across the board impact.

Responsibilities

Maintain a rolling quarterly view of customer renewals and expansion opportunities; proactively identify upcoming actions and track status through close.
Own execution of straightforward customer renewals, including longer term agreements or named user licenses.
Partner with Head of Sales to set up, prepare for, and follow up on meetings with large consulting firms that manage RFP processes.
Drive outreach and early relationship development with potential strategic partners.
Identify, research, and qualify prospective customers and partners to support sales pipeline development.
Track and reconcile clients’ user counts against internal master records to ensure data accuracy.
Maintain accurate customer account data (e.g., user counts vs. master records) to support renewals, invoicing inputs, and reporting.
Collaborate with Marketing to refine and tailor messaging for industry conferences and events.
Lead customer outreach for webinars, user group meetings, and related engagement efforts.
Support ongoing education and enablement of partners and sales channels on our products, offerings, and positioning.