Manager, Revenue Operations (Customer Services) (Remote)

KnowBe4; United States; On-site; USD 155,000 - 164,000; Full time

Benefits offered by this job

Sales bonuses

Referral bonuses

Tuition reimbursement

Certification reimbursement

Certification bonuses

Job summary

KnowBe4 is seeking a Manager of Revenue Operations (Customer Services) to align onboarding, professional services, and TAM offerings with Sales, Marketing, and Product. You will standardize processes, implement core systems, and deliver operational metrics to drive scalable customer outcomes.

You will design end-to-end services operations, support pricing and packaging, and own the quote-to-cash lifecycle with cross-functional coordination.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years in Services Operations or Customer Success in SaaS/AI.
• Experience running Services Operations and PSA/Salesforce.
• Strong process design, bottleneck identification, and improvement.

Responsibilities

• Onboarding optimization with global standardization and visibility across functions.
• Deliver professional services lifecycle from pipeline to revenue recognition.
• Enable Technical Account Management with scalable processes and health scoring.
• Produce monthly/quarterly business reviews and drive continuous improvement.

Skills

Services Operations

Customer Success

PSA solutions

Salesforce

Gainsight

Executive reporting

Cross-functional collaboration

Process design

Revenue recognition

Education

Bachelor's degree or equivalent

Tools

Salesforce

Certinia

Gainsight

Job description

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The KnowBe4 Platform provides attack simulation and training, collaboration security, and agent security powered by AIDA (Artificial Intelligence Defense Agents) and a proprietary Risk Score. The platform leverages 15-years of behavioral data to combat advanced threats including social engineering, prompt injection, and shadow AI. By securing humans and agents, KnowBe4 leads the industry in workforce trust and defense.

The Manager of Revenue Operations (Customer Services) serves as the strategic engine behind KnowBe4’s Post-Sales Go-To-Market machine. They bridge Customer Services, Customer Management, and Customer Support with Sales, Marketing, and Product to ensure the end-to-end service delivery engine is predictable, scalable, and resilient. Sitting at the intersection of process, data, and execution, they partner with Global Customer Services leadership to transform operational execution across the Onboarding, Professional Services, and Technical Account Management functions. By gathering requirements, designing processes for scale, and implementing them in core systems, they deliver the operational reporting and performance metrics needed to manage the business and drive impactful customer outcomes.

Responsibilities

Onboarding Optimization & Standardization

• Review the SMB and Mid-Market onboarding process end to end, identifying friction points that delay activation and opportunities to improve efficiency.
• Partner with Onboarding leadership and subject matter experts to gather requirements and globally standardize the onboarding motion and customer experience.
• Integrate the onboarding motion across Global Customer Services and Customer Success, ensuring clean handoffs and full visibility across functions.
• Act as the key liaison to IT to implement new processes and workflows across core systems of record (Salesforce, PSA, Zendesk, and others).
• Define, track, and report on operational metrics including attach rate, time-to-value (TTL/TTV), throughput, utilization, and adoption and retention impact.

Professional Services Delivery & Lifecycle Management

• Support the design, packaging, and pricing of new Professional Services offerings in partnership with Product, Operations, IT, and Finance.
• Build the operational processes to launch new offerings, from requirements and design through deployment and ongoing performance measurement.
• Own the systems that manage the full services delivery and quote-to-cash lifecycle — from pipeline and deal closure through delivery, billing, and revenue recognition.
• Provide performance metrics across project backlog, execution, resource and capacity management, utilization, bookings, and project margin.

Technical Account Management Enablement

• Support the design, packaging, and pricing of the Technical Account Management offering in partnership with Product, Operations, IT, and Finance.
• Build the operational processes to launch new TAM offerings, from requirements through deployment and measurement.
• Track customer engagement activity and key milestone completions (e.g., health checks, QBRs) to measure productivity and engagement.
• Collaborate with TAM leadership, Product, and IT to develop Technical Health scoring that enables proactive risk mitigation.

Business Reviews & Continuous Improvement

• Leverage operational reporting and metrics to deliver monthly and quarterly business reviews across all Customer Services functions.
• Surface insights and recommendations that drive measurable improvements in efficiency and operational execution.

Qualifications

• Bachelor's degree or equivalent work experience
• 5 - 8+ years in Services Operations or Customer Success at a SaaS/AI company, or a related analytical/operations role
• Experience running Services Operations and implementing and managing PSA solutions and Salesforce
• Strong process design skills. Able to map a workflow, find the bottleneck, and build a better one
• Experience with resource and capacity planning and workload management
• Working knowledge of CRM and CS platforms (e.g., Certinia, Salesforce, Gainsight, or similar)
• Expertise building executive-summary operational reports and dashboards
• Familiarity with services/professional services business models, including pricing, packaging, and revenue tracking
• Excellent cross-functional communication across Customer Services, Customer Success, Product, IT, and Finance
• Bias toward scalable processes, well-defined solutions, and documentation
• Ability to manage multiple projects at the same time in a fast-paced environment.

The base pay for this position ranges from $155,000 - $164,000, which will vary depending on how well an applicant's skills and experience align with the job description listed above.

Application deadline: 9/1/2026. This is our good‑faith estimate of the date the application window is anticipated to close. KnowBe4 reviews applications on a rolling basis and reserves the right to close the application window early if a qualified candidate for the position is identified.

Our Fantastic Benefits

We offer company-wide bonuses based on monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, certification reimbursement, and certification completion bonuses - all in a modern, high-tech, and fun work environment. For more details about our benefits in each office location, please visit www.knowbe4.com/careers/benefits.

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

No recruitment agencies, please.