Revenue Operations Manager

RFG Advisory • Dallas, TX

1d

About The Position

RFG Advisory is hiring a Revenue Operations Manager with a Marketing Operations focus to mature its outbound motion, improve lead scoring and attribution, and create a seamless prospect journey from marketing through frontline sales. The role partners closely with Marketing and Business Development, owns much of the HubSpot configuration, and produces reporting and analysis used by leadership. It has visibility to the C-suite and includes use of a corporate Claude account connected to core systems.

The position may be based in the Birmingham office or remotely. Birmingham-based employees follow a hybrid schedule of three days in the office and two remote. Remote employees should expect occasional travel to Birmingham, including for onboarding. The role reports to the Senior Director of Revenue Operations.

Requirements

• 2–5 years of experience in Marketing Operations or Revenue Operations.
• Hands-on HubSpot administration and configuration experience; HubSpot Marketing Hub and Sales Hub are required.
• Strong analytical skills and the judgment to turn data into clear recommendations.
• Clear written and verbal communication skills, including the ability to translate between Marketing, Sales, and leadership.
• Self-directed and organized, with the ability to own multiple priorities on a lean team.
• Comfort with AI and an active interest in leveraging it at work.
• Bachelor's degree in a related field or equivalent professional experience.

Nice To Haves

• Experience supporting outbound sales or SDR/BDR teams.
• Experience building lead scoring or attribution models.
• Financial services, RIA, or B2B experience.
• Experience with GTM operations tool categories such as data enrichment and intent data, sales engagement and sequencing, workflow automation and integration platforms, lead routing and scheduling, and conversation intelligence.
• HubSpot certifications.

Responsibilities

• Administer and configure HubSpot Marketing Hub and Sales Hub, including properties, workflows, lifecycle stages, lists, sequences, and user permissions.
• Maintain data quality and governance standards so records are accurate, deduplicated, and reportable.
• Manage HubSpot connections to CRM-adjacent tools and evaluate new tools against business needs.
• Document processes, field definitions, and system changes.
• Partner with Business Development and Marketing leadership to scale outbound operations, including list building, sequences, routing, and activity tracking.
• Build lead handoff and routing rules that move prospects from Marketing to frontline sales quickly and with full context.
• Define and monitor service levels and conversion rates between funnel stages.
• Refine and maintain lead scoring models using fit and engagement signals, and recalibrate them against closed-won outcomes.
• Build and evolve attribution models that show which campaigns and channels create pipeline and revenue.
• Partner with Marketing on campaign setup, UTM standards, and tracking to support trustworthy attribution data.
• Build and maintain reports and dashboards for Marketing, Business Development, and executive leadership.
• Analyze funnel, campaign, and representative performance data, interpret results, and recommend actions from a Revenue Operations perspective.
• Present findings clearly to stakeholders, including the C-suite.
• Use Claude and its connectors to accelerate reporting, analysis, data hygiene, and documentation.
• Identify repetitive Marketing and Sales work and replace it with automation or AI-assisted workflows.
• Share effective AI and automation practices so the broader team adopts them.

Benefits

• Competitive salary and bonus pool.
• Generous paid time off, holidays, and a Charitable Service Day.
• Health, dental, and vision insurance, plus an RFG Advisory stipend.
• Flexible Spending Account for health and dependent care, plus an HSA for applicable coverage.
• Lifestyle Spending Account.
• 401(k) with Safe Harbor contribution.
• Paid parental leave.
• Short- and long-term disability insurance.
• Life insurance.
• Surface Pro and home office setup.
• Pet insurance.
• Continuing education and professional development support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level