Revenue Operations Lead - CRM, Reporting & Forecasting

DealHub Ltd; Kennesaw (GA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) with company match

PTO and paid holidays

Job summary

Fortify Companies is seeking a Revenue Operations Manager to own CRM governance, reporting, and inside sales across Insurcomm, Rytech, and future acquisitions. You will build trusted metrics, maintain a single source of truth, and partner with IT and Finance to ensure data integrity for leadership reviews.

You will lead dashboards, commission processes, and forecasting, while applying AI tools like Claude to streamline analysis. A collaborative, detail‑oriented professional will fit best.

Qualifications

• 4 to 7 years of experience in revenue operations, sales operations, business analysis, or a similar role.
• Hands on CRM administration experience, with HubSpot experience strongly preferred.
• Prior people management or vendor management experience with budget, contract, or hiring authority.
• Experience building or scaling a function from scratch.
• Strong Excel and data visualization skills.
• High attention to detail, especially with data accuracy and commission calculations tied to pay.
• Ability to manage recurring, deadline driven work, such as commission cycles and weekly or monthly reporting, reliably.
• Clear written communication for documenting process and explaining data to non technical stakeholders.
• Comfortable using AI tools such as Claude as part of daily analytical work, with the judgment to evaluate AI generated output rather than accept it at face value

Responsibilities

• Produce recurring sales, pipeline, and bookings reports for leadership.
• Support revenue forecasting by keeping the underlying data clean and pulling the cuts of pipeline and performance data people need.
• Build and maintain dashboards that give sales leadership visibility into activity, pipeline, and results.
• Measure and report on how well marketing campaigns and other cross functional initiatives are working.
• Partner with IT on the systems needed for reliable reporting, and with Finance to confirm reports are built on the right underlying data.
• Use AI tools such as Claude to speed up report building, data analysis, and dashboard creation, applying good judgment to check outputs before they reach leadership.
• Contribute reporting and analysis to executive and board level materials as requested.
• Lead select process improvement projects from start to finish, from identifying the gap through implementation and adoption.

Skills

CRM administration

Excel

Data visualization

Attention to detail

Process improvement

Communication

Tools

HubSpot

Claude

Job description

Fortify Companies is seeking a Revenue Operations Manager to own CRM governance, reporting, and inside sales across Insurcomm, Rytech, and future acquisitions. You will build trusted metrics, maintain a single source of truth, and partner with IT and Finance to ensure data integrity for leadership reviews.

You will lead dashboards, commission processes, and forecasting, while applying AI tools like Claude to streamline analysis. A collaborative, detail‑oriented professional will fit best.