Revenue Operations Manager

OneVest

6d • Remote

About The Position

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
We are looking for a Revenue Operations Manager to lead and define Revenue Operations at OneVest. Reporting to the Sr. Director of Operations, you will be the primary manager of our revenue engine. This is a high-visibility, systems-oriented role where you will design the infrastructure that powers both our Small and Medium Business (SMB) and our Enterprise B2B funnels.
This isn't just about maintenance; it’s about building the playbook. Player-coaches thrive at OneVest and we’re looking for a builder profile: someone who can establish world-class standards in Salesforce today and pioneer low-code/AI-driven solutions for tomorrow. You will ensure that Sales and Marketing are perfectly aligned in execution, reporting, and strategy as we continue to scale.
High-performers in this role will have an opportunity to lead and own the Revenue Operations function as a whole.

Requirements

• 8+ years of experience in Revenue, Sales or Marketing Operations functions, preferably within a high-growth SaaS or fintech environment.
• You have a deep experience with Salesforce, and understand how to build scalable flows, objects, and reporting structures.
• You enjoy the 0 to 1 phase of taking a baseline setup and evolving it into a sophisticated, automated system.
• Experience managing operations for both a Product-Led Growth (PLG) motion and an Enterprise Sales motion.
• You understand the "why" behind the numbers, from revenue recognition principles to GTM efficiency metrics. OKRs are table stakes.
• You have an appetite for using low-code tools and AI and are excited by the prospect of automating your own workflows as you scale. You go beyond just using AI as a chat partner and have achieved real outcomes through embedding it.

Responsibilities

• Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users.
• Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle.
• Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction.
• Build and maintain the forecasting models that Finance and Leadership rely on, with a solid understanding of core revenue metrics
• Identify manual bottlenecks and pilot low-code/AI-driven solutions to automate manual tasks and add value at key points in the process.
• Manage operations for the revenue function both laterally and upwards, setting clear expectations and acting as a strategic advisor to leadership, including VPs and C-suite.

Benefits

• 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• A flexible & hybrid working environment
• Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Employee Stock Option Purchase Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed