Sales and Revenue Operations Manager
Payliance•Columbus, OH
•Hybrid
About The Position
The Sales & Revenue Operations Manager is the operational backbone of Payliance's go-to-market function. You'll drive pipeline visibility, CRM integrity, and cross-functional accountability — partnering with Sales, Finance, Product, and Risk to equip the revenue organization with the tools and insights needed to exceed targets. This is a high-impact, high-visibility role for an analytical, detail-oriented operator who thrives in fast-moving environments and can translate data into action.
Requirements
- 4–7 years in Sales Operations, Revenue Operations, or a comparable role.
- Hands-on Salesforce and/or HubSpot administration and configuration experience.
- Strong analytical skills with the ability to translate data into clear, actionable insights.
- Excellent communicator; comfortable influencing across Sales, Finance, Product, and Risk.
- Proficiency in Excel; SQL or similar a plus.
- Genuine openness to adopting AI tools and a willingness to experiment with new technology to work smarter and faster.
Nice To Haves
- Experience in payments, fintech, or a regulated industry.
- Familiarity with 6sense, Gong, Outreach, Salesforce CPQ, or similar sales tech.
- Understanding of ACH, card processing, or lending workflows.
- Background in channel partner management or sales compensation design.
- Experience working in a private equity-owned, venture-backed, or high-growth startup environment.
- Demonstrated ability to leverage AI tools to improve pipeline reporting, forecast accuracy, or operational workflows.
Responsibilities
- Own pipeline health, funnel analytics, and sales forecasting; surface risks and opportunities proactively.
- Build and maintain Salesforce/HubSpot reporting frameworks, stage definitions, and data standards.
- Develop commercial scorecards and KPI dashboards for leadership decision-making.
- Analyze revenue trends, booking patterns, and sales velocity to drive continuous improvement.
- Administer and optimize Salesforce/HubSpot configuration, workflows, and automation.
- Maintain account mapping, contact hygiene, lead routing, and process documentation.
- Drive user adoption through training, SOPs, and ongoing enablement.
- Support territory design, quota modeling, and comp plan development for direct and channel teams.
- Track performance against quota; ensure accuracy and fairness in commission calculations.
- Deliver timely data, reports, and insights to support deal strategy and execution.
- Align with Marketing on lead definitions, SLAs, and campaign tracking.
- Partner with Finance and Risk on deal structuring and post-close operations.
- Support annual planning, SKO, tool evaluations, and process redesign initiatives.
Benefits
- Competitve base salary based on experience and scope.
- Performance-based annual bonus.
- Medical, Dental, and Vision insurance.
- 401(k) with company match.
- Generous PTO plus paid company holidays.
- Company-paid life and long-term disability insurance.
- Paid parental leave.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
