Technical Revenue Operations Manager
Operations
RightCapital, a fast-growing fintech company, is seeking a Technical Revenue Operations Manager to serve as the vital link between our business teams and platform technology team. This role is crucial for driving revenue growth and operational efficiency by optimizing our technology stack and ensuring seamless integration and alignment between sales, marketing, customer experience, and the technology platforms that support them.
The successful candidate will be responsible for championing the company's revenue operations strategy through partnership with the Platform technology team while improving operational efficiency and enhancing the overall internal customer experience.
In this position, you will anticipate bottlenecks, provide escalation management, and build consensus by understanding stakeholder needs and constraints. You will be expected to clearly communicate goals, roles, responsibilities, and desired outcomes to cross-functional teams, which is only attainable with a mastery of the industry knowledge. You will help identify, prioritize, and advocate for the highest value opportunities, as well as create and manage new efficient opportunities within our revenue technology stack from ideation to launch through maintenance.
Responsibilities:
Stakeholder Engagement & Collaboration: Work closely with business leaders, Platform/IT, and end-users to gather requirements, communicate project progress, and deliver training when necessary. Ensure requirements are completed and implementation plans match expectations.
Documentation and Training: Develop comprehensive documentation for Salesforce processes and configurations. Lead training sessions for the business team to ensure optimal use of the platform.
Change Management: Lead change management initiatives to ensure smooth adoption of new features or processes within relevant business applications, especially Salesforce, with the main goals of improving operational efficiency and/or driving revenue growth.
Process Improvement: Identify opportunities for process optimization and automation within relevant business applications, especially Salesforce, to increase operational efficiency within and across revenue-generating teams
Day-to-Day Salesloft administrator, including onboarding new users and troubleshooting issues.
Lead the effort in identifying and implementing new opportunities for process improvement and operational excellence within revenue-generating teams.
Maintain the project and ticket intake process, document stakeholder requirements, and deliver solutions in partnership with the Platform Engineering team.
Ensure all system changes meet business requirements and proper documentation for end-users has been created for education and compliance.
Define success criteria for testing, including working with technical partners to review Quality Assurance Testing (QA) as well as facilitate, design scenarios, and participate in user acceptance testing (UAT).
Facilitate the creation and maintenance of process documentation and technical maps for the core business applications used in revenue operations.
Stay up to date with relevant business application releases, best practices, and new technology resources available to support the growth and objectives of the team and business stakeholders.
Develop and maintain a deep understanding of the fintech industry and competitive landscape.
Requirements:
Bachelor's degree in Business Administration, Information Systems or a related field.
5+ years of experience in revenue operations, sales operations, technical product management, or a related field, preferably in a fintech company.
·Experience in the Financial Planning Industry is preferred.
Experience in Agile Project Management methodology strongly desired.
Proficiency in CRM software (eg Salesforce), sales automation tools, and data analytics platforms. Salesforce certifications (eg Salesforce administrator, Salesforce Project Manager) are highly preferred.
Excellent written and oral communication as well as interpersonal skills, with the ability to work cross-functionally and influence without direct authority.
Strong project management skills, with the ability to prioritize and manage multiple projects simultaneously. Preference given to candidates with a PMI certification.
Strong analytical and problem-solving skills, with the ability to use data to drive decision-making.
Exceptional leadership qualities and team management experience.
Highly organized and able to manage multiple projects simultaneously.
Detail-oriented, with a focus on accuracy and precision.
Proven experience in driving revenue growth through operational efficiency and process improvements.
Deep understanding of sales processes, customer lifecycle management and SaaS business models is preferred.
HOW YOU'LL KNOW YOU ARE SUCCESSFUL (Within 6 Months )
You will be independently leading projects with Key Stakeholders.
You will have completed a Salesforce hygiene project (in collaboration with an Salesforce Admin and Data Analyst).
Process Mapping of 3 of our multi-dimensional business activities
Full Optimization of at least 1 tool, not including Salesforce. Ensure we are using them the way we should be to get the full value.
Our tools (a partial list)
Salesforce (Sales Cloud)
Customer.io
SalesLoft
Jira/Confluence
Notion
Slack
Intercom
Calendly
Discovery Data
This is an exciting opportunity to join a fast-growing fintech company and play a key role in driving revenue growth. The successful candidate will be a self-starter, highly motivated, and eager to take on new challenges. This position reports to the VP of Operations and will not have any immediate direct reports. This is a not a Salesforce Administrator position; however, our Salesforce Administrator will be one of your key partners. You’ll technical communication skills will be assessed during the interview process. If you meet the above requirements and are excited about this opportunity, please submit your application.
Benefits:
Competitive salary
Group medical health insurance – multiple options with generous subsidies
Vision and Dental group insurance
401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3- 5%
$1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
Free onsite gym membership
Free weekly team breakfast and lunch
Flexible vacation (no limit)
Casual dress code
Pet-friendly office
Fun and social outings, including happy hours and team building events
Exciting growth opportunities and did we mention yet that we have a lot of fun!
Location & Salary:
Location: Hybrid for employees within commuting distance to Shelton, CT.