Revenue Operations & Planning Manager

BLR | Leadership Platforms | CCMI•Dallas, TX

7d•Onsite

About The Position

The Revenue Operations and Planning Manager provides clarity and predictability to our revenue engine. Reporting to the VP of Sales and Marketing, this position is critical in driving revenue intelligence and transforming pipeline data into actionable insights to ensure scalable growth. Key responsibilities include building and maintaining the revenue related systems that give our leadership team complete pipeline visibility and ensuring confidence in our revenue forecasts.

Requirements

Strong analytical mindset with ability to translate data into actionable insights
Attention to detail while maintaining strategic perspective
Proven ability to build financial models and forecasts from scratch
Proficient in Excel and Google Sheets
Experience with Salesforce reporting and administration
Basic SQL skills
Work full-time in the Dallas, TX office
5+ of experience in Revenue Operations, Sales Operations, or Finance within in a B2B SaaS environment
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

Nice To Haves

Experience with BI tools (Tableau, Looker, Power BI)
Knowledge of data center or infrastructure markets plus
Background < 100-person company environments
Combined experience in sales operations and finance

Responsibilities

Design & maintain pipeline forecasting models that predict revenue with increasing accuracy
Create forward-looking financial models that inform strategic decisions
Conduct upsell and account usage analysis to identify expansion opportunities
Develop scenario planning models for new business initiatives
Provide weekly pipeline visibility reports and monthly forecast updates
Build and maintain dashboards that give teams decision-grade data
Provide quarterly operational reporting for board and leadership team
Manage Salesforce data integrity and reporting architecture
Streamline sales operations processes and file management
Track and report on new business case performance throughout the year
Manage quarterly data file distribution to customers
Administer invoice submission process and compliance reconciliation
Conduct salary benchmarking and compensation analysis
Maintain conference sales tracking and ROI analysis
Oversee budget tracking for both revenue and expenses
Additional duties as assigned.