Remote Ops & Revenue Systems Manager

VisionPoint Marketing; Raleigh (NC); Hybrid; USD 90,000 - 130,000; Full time

Job summary

VisionPoint Marketing in Raleigh, NC, is seeking an Agency Systems Manager to maintain and improve our operational systems, ensuring data accuracy and smooth processes for internal teams. You will manage cross‑system workflows across ClickUp, HubSpot, and other tools, deliver actionable revenue reporting, and partner with CFO and operations leaders to scale with the agency’s growth.

The ideal candidate is organized and technically adept, eager to transform systems that support both client

Qualifications

• Bachelor's degree in marketing, finance, business, information systems, operations, or a related field.
• 2–4 years of experience in project coordination, operations, revenue operations, or systems administration within an agency or similar fast-paced environment.
• Proficiency with project management and CRM tools, especially ClickUp (required), HubSpot, and Google Workspace.
• Analytically minded with ability to interpret data, identify patterns, and recommend improvements.
• Process-oriented and tech-curious with interest in improving operational systems, documentation, and team efficiency.
• AI-enthusiastic with interest in leveraging AI and automation tools to improve workflows, enhance reporting, automate routine tasks, and support operational efficiency.
• Strong communicator, both written and verbal.
• Collaborative teammate with proactive problem-solving and cross-functional teamwork.

Responsibilities

• Serve as the champion and primary administrator of VisionPoint’s internal systems and operational platforms.
• Maintain and optimize VisionPoint’s project management platform (ClickUp), CRM (HubSpot), and other agency tools—including building dashboards and widgets to ensure clean data, clear structure, and ease of use across teams.
• Administer system permissions, templates, views, workflows, and automations to drive operational consistency and efficiency.
• Lead user training and ongoing support to ensure team members are using systems effectively and consistently.
• Proactively monitor software updates, conduct regular audits, and implement process improvements that enhance clarity, reduce friction, and support a smooth operational experience.
• Maintain system documentation— including SOPs, data standards, templates, and workflow maps—to ensure company‑wide clarity and alignment.
• Partner with leaders to govern system structure and ensure changes remain scalable and aligned with agency needs.
• Support revenue operations by maintaining accurate data flow across CRM, project management, and reporting tools.
• Collaborate with Business Development, Client Experience, Finance, and Client Operations to ensure all revenue, pipeline, forecasting, and utilization data is accurate and consistently captured.
• Build and maintain dashboards and reports that provide insights into pipeline health, client lifecycle data, forecasting accuracy, revenue leaks/opportunities, and operational trends.
• Ensure HubSpot fields, automations, and workflows stay updated and aligned with evolving agency processes.
• Provide QA for revenue‑related data, identifying gaps, discrepancies, or broken workflows before they affect forecasting or reporting.
• Support the development and maintenance of rate-card, scoping, and resourcing tools that drive predictable and accurate revenue management.
• Assist with integrations (e.g., HubSpot ClickUp) to support smooth handoffs between new business, onboarding, client delivery, and billing.
• Sweep system and projects to flag potential risks, errors, or flags - ensuring data accuracy and consistency.
• Collaborate with the Senior Director of Client Operations and senior leaders across the agency to maintain accurate, up‑to‑date resourcing views.
• Flag upcoming resourcing constraints and assist in determining solutions that balance team capacity, client expectations, and project timelines.
• Develop and maintain reports, dashboards, and workflow documentation for internal teams and client‑facing needs.
• Partner with Client Operations, Client Experience, and SMEs to ensure smooth task assignments, process alignment, and workflow management.
• Support operational analysis by identifying trends, risks, or areas where process updates could improve efficiency or accuracy.
• Assist with systems administration tasks and special projects as assigned, including cross‑department initiatives aimed at improving operational rigor and clarity.

Skills

Analytical thinking

Data-driven

Cross-functional collaboration

Strong communication

Education

Bachelor’s degree in Marketing/Finance/Business/IS/Operations

Tools

ClickUp

HubSpot

Google Workspace

Job description

VisionPoint Marketing in Raleigh, NC, is seeking an Agency Systems Manager to maintain and improve our operational systems, ensuring data accuracy and smooth processes for internal teams. You will manage cross‑system workflows across ClickUp, HubSpot, and other tools, deliver actionable revenue reporting, and partner with CFO and operations leaders to scale with the agency’s growth.

The ideal candidate is organized and technically adept, eager to transform systems that support both client