Revenue Operations Lead

bmdigital; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Advantage HQ seeks a Revenue Operations Manager to build and optimize systems, data, and processes that power its commercial org. You’ll own CRM infrastructure, pipeline forecasting, and reporting, aligning Marketing, Sales, Growth, Client Services, and Finance to drive accuracy and scalability.

You will design workflows, establish data standards, and deliver actionable insights through dashboards and governance.

Qualifications

• 4+ years of experience in Revenue Operations, Sales Operations, Business Operations, GTM Operations, Commercial Operations, Analytics, or a related function.
• Hands-on experience managing and improving CRM systems such as HubSpot, Salesforce, or similar platforms.
• Strong analytical and problem-solving skills with the ability to turn data into clear business recommendations.
• Experience building dashboards, reporting systems, forecasting models, and performance scorecards.
• Strong understanding of pipeline management, funnel conversion, forecasting, sales productivity, and revenue KPIs.

Responsibilities

• Own the Revenue Operations infrastructure supporting Marketing, Sales, Growth, Client Services, and leadership.
• Build and continuously improve the systems required to manage the commercial funnel from lead generation through closed revenue and customer expansion.
• Establish clear processes, definitions, ownership, and workflows across the revenue organization.
• Create a single source of truth for pipeline, opportunities, sales activity, conversion, revenue, and commercial performance.
• Identify operational gaps and build scalable solutions rather than relying on manual workarounds.
• Partner with leadership to translate company revenue goals into measurable operational plans, systems, and reporting.
• Continuously improve the efficiency, accuracy, and scalability of the revenue organization.
• Own the structure, quality, and integrity of the company's CRM and revenue-related systems.
• Establish clear CRM stages, fields, definitions, workflows, ownership, and data standards.
• Ensure revenue data is accurate, complete, timely, and consistently maintained.
• Build and maintain processes for lead routing, qualification, opportunity management, pipeline updates, and account management.
• Identify data gaps, duplicates, inconsistencies, and process issues and drive resolution.
• Develop data governance standards that ensure teams are working from consistent definitions and information.
• Partner with relevant stakeholders to evaluate and implement CRM, automation, analytics, and revenue technology improvements.
• Build and maintain reliable pipeline reporting across lead generation, qualified opportunities, active deals, and closed revenue.
• Establish clear pipeline stages, qualification criteria, probability definitions, and forecasting methodologies.
• Own weekly and monthly pipeline reporting and forecasting processes.
• Partner with Sales and leadership to ensure pipeline data is current, accurate, and actionable.
• Identify pipeline risks, bottlenecks, conversion issues, and gaps against revenue targets.
• Track pipeline coverage, stage conversion, sales-cycle length, win rates, average contract value, and other key revenue metrics.
• Improve forecasting accuracy by identifying historical trends, data gaps, and changes in pipeline behavior.
• Provide leadership with clear visibility into what is happening in the revenue funnel and where action is required.
• Build and maintain dashboards that provide leadership with clear visibility into revenue performance.
• Develop reporting across lead generation, pipeline, conversion, sales activity, revenue, customer acquisition, and other KPIs.
• Turn complex datasets into simple, actionable insights for leadership and commercial teams.
• Establish standardized weekly, monthly, and quarterly revenue reporting.
• Analyze funnel performance to identify where opportunities are being lost or delayed.
• Track performance against targets and proactively flag risks or underperformance.
• Develop ad hoc analysis to support strategic decisions, resource allocation, hiring, and commercial planning.
• Continue to improve reporting so teams spend less time pulling data and more time acting on it.
• Document and improve revenue processes across Marketing, Sales, and other commercial functions.
• Identify manual, repetitive, or inefficient processes and automate them where possible.
• Build clear workflows for lead management, opportunity progression, handoffs, approvals, forecasting, and reporting.
• Establish clear ownership and accountability at every stage of the revenue process.
• Work with stakeholders to identify process breakdowns and implement practical solutions.
• Ensure processes are simple enough for teams to follow consistently while being rigorous enough to produce reliable data.
• Regularly review and optimize revenue processes as the company grows.
• Monitor the health and performance of the revenue funnel and proactively identify trends and risks.
• Analyze conversion rates across each stage of the customer journey.
• Identify opportunities to improve lead quality, pipeline velocity, sales productivity, and revenue conversion.
• Develop insights around customer acquisition costs, pipeline economics, contract value, sales-cycle efficiency, and other relevant commercial metrics.
• Partner with Finance and leadership to connect operational revenue data and financial outcomes.
• Provide recommendations based on data rather than assumptions.
• Help leadership understand not only what happened, but why it happened and what should happen next.
• Identify opportunities to use automation, AI, integrations, and technology to improve revenue productivity.
• Build automated workflows that reduce manual data entry, reporting, follow-ups, and administrative work.
• Evaluate existing revenue technology and recommend improvements based on business needs and ROI.
• Manage integrations between CRM, reporting, communication, analytics, and other commercial systems.
• Partner with Technology and other teams when technical support is required.
• Continuously look for ways to increase operational leverage through better systems and automation.
• Partner closely with Sales leadership to improve pipeline management, forecasting, CRM adoption, and sales processes.
• Partner with Marketing to improve lead tracking, attribution, qualification, and funnel visibility.
• Partner with Finance to ensure revenue reporting aligns with financial data and company targets.
• Partner with Client Services and Growth teams to connect commercial performance with customer outcomes, retention, and expansion.
• Work with leadership to establish consistent definitions and reporting across the organization.
• Act as the operational bridge between commercial teams, ensuring information flows accurately across functions.
• Build strong relationships with stakeholders while maintaining high standards for data quality and process discipline.
• Establish and maintain weekly, monthly, and quarterly Revenue Operations rhythms.
• Own recurring revenue reporting and ensure reports are delivered accurately and on time.
• Maintain clear documentation for revenue processes, systems, definitions, and reporting.
• Create dashboards and scorecards that make performance visible and measurable.
• Proactively flag issues instead of waiting for leadership to discover them.
• Ensure action items resulting from revenue insights are clearly assigned and followed through.
• Continuously improve the operating cadence as the organization scales.

Skills

CRM systems

Data analysis

Dashboards

Cross-functional collaboration

Project management

Tools

HubSpot

Salesforce

Job description

Advantage HQ seeks a Revenue Operations Manager to build and optimize systems, data, and processes that power its commercial org. You’ll own CRM infrastructure, pipeline forecasting, and reporting, aligning Marketing, Sales, Growth, Client Services, and Finance to drive accuracy and scalability.

You will design workflows, establish data standards, and deliver actionable insights through dashboards and governance.