Equity-Backed Enterprise Revenue & Operations Manager

Citizen; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

At least one fully employer-sponsored

Dental and vision coverage

Unlimited PTO

Parental leave

Tech stipend

Mental health support

Job summary

Citizen is seeking a Finance and Business Operations Manager in New York to build and scale our enterprise revenue infrastructure. You will own forecasts, quota planning, and CRM integrations to drive predictable revenue and strong sales-to-finance handoffs.

You’ll lead deal desk processes, pricing governance, and pre-signature discipline, ensuring clean documentation and timely contract execution while coordinating with Sales, Legal, and Finance.

Responsibilities

• Own the enterprise revenue forecast by maintaining a bottoms-up, pipeline-driven forecast across deal stage, expected close timing, conversion rates, and bookings assumptions.
• Design and maintain quota, territory, and capacity planning in partnership with the Sales Director and CFO, including vertical-based territory mapping by account potential, geography, and market opportunity.
• Administer and optimize the CRM and connected revenue tooling to ensure data integrity, accurate pipeline reporting, and clean handoffs from Sales to Finance.
• Own the deal desk process for non-standard commercial terms, including pricing exceptions, discounts, payment terms, contract duration, renewal terms, and custom deal structures requiring Finance, Legal, or executive review.
• Build and maintain deal approval playbooks, including approval thresholds, standard fallback positions, required documentation, and clear rules for what Sales can approve independently versus what requires escalation.
• Enforce pre-signature deal discipline by ensuring each opportunity has complete pricing, approved terms, accurate start dates, billing details, revenue recognition inputs, and clean documentation before contract execution.
• Own the enterprise order-to-cash process from signed agreement through invoicing, collections, cash application, revenue handoff, and renewal tracking, ensuring each closed-won deal is processed accurately and on time.
• Build scalable billing and collections workflows as Citizen grows its enterprise customer base, including invoice generation, customer follow-up, AR aging review, dispute resolution, and collections escalation.
• Partner with Sales, Finance, Accounting, and Customer Success to ensure executed contracts flow cleanly into billing, revenue recognition, and cash flow reporting.
• Maintain clean data handoffs between Sales, Finance, Accounting, and Customer Experience so closed-won deals flow accurately into invoicing, revenue recognition, and leadership reporting.
• Build and maintain dashboards in partnership with Data that give leadership visibility into pipeline, bookings, ARR, NRR, churn, collections, win rate, cycle time, and vertical performance.
• Administer and optimize the revenue tech stack, including HubSpot, enrichment, quoting, and enablement tools, and use AI tooling to automate reporting, CRM hygiene, deal-desk workflows, billing, collections, commissions, and forecasting.
• Own the end-to-end commission calculation process, including pulling attainment data, applying plan logic, reconciling exceptions, and delivering accurate pay files to Payroll on schedule.
• Maintain commission plan documentation and ensure sales employees have clear, signed plan letters before each commission period begins.
• Partner with Finance and Accounting on monthly commission accruals, payout timing, dispute resolution, and forecast updates as headcount, quota, or attainment changes.

Skills

Forecasting

CRM administration

Data dashboards

Tools

HubSpot

Job description

Citizen is seeking a Finance and Business Operations Manager in New York to build and scale our enterprise revenue infrastructure. You will own forecasts, quota planning, and CRM integrations to drive predictable revenue and strong sales-to-finance handoffs.

You’ll lead deal desk processes, pricing governance, and pre-signature discipline, ensuring clean documentation and timely contract execution while coordinating with Sales, Legal, and Finance.