Revenue Operations Leader: Forecasting, Enablement & Insights

Universal Plant Services; Deer Park (TX); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical/Dental/Vision

HSA (Health Savings Account)

Short-term disability

Long-term disability

Life insurance

401K match

Paid time off

Employee Assistance Program

Job summary

Universal Plant Services seeks a Revenue Operations Manager to lead commercial processes, CRM integrity, KPI tracking, and revenue forecasting. You will enable field teams with sales tools, playbooks, and reporting while aligning strategy, data, and execution for scalable growth.

Ideal candidates bring 8–12+ years in Revenue/Sales Operations, strong CRM and BI skills, and a proven record of cross‑functional leadership across Sales, Finance, Ops, and Marketing.

Qualifications

• Bachelor’s degree in business or related field required.
• Experience leading cross-functional initiatives with Sales, Operations, Finance and Marketing.
• Advanced proficiency with CRM platforms and BI/reporting tools.
• Experience developing KPI frameworks, sales enablement programs, and revenue forecasting processes.

Responsibilities

• Own UPS’s pipeline, bookings, and revenue outlook across all business units.
• Establish standard definitions for pipeline stages, probability, and forecast categories.
• Support CRM and quote log accuracy.
• Produce 30‑60‑90 day revenue outlooks for S&OP and FP&A.
• Track opportunity to revenue conversion and ensure Salesforce data accuracy.
• Serve as process owner for Salesforce and sales tools.
• Run weekly sales forecast cadence and consolidate monthly revenue outlooks.
• Provide weekly enablement reporting on pipeline movement, activity, and conversion.

Skills

Salesforce CRM administration and

Forecasting & pipeline

BI & analytics tools

Financial & revenue analysis

Process design & improvement

Executive communication

Project management

Education

Bachelor’s degree in Business Administration, Finance, Operations Management, Marketing, Analytics, or related

MBA or advanced business degree (a plus)

Tools

Salesforce

Microsoft Dynamics 365

Job description

Universal Plant Services seeks a Revenue Operations Manager to lead commercial processes, CRM integrity, KPI tracking, and revenue forecasting. You will enable field teams with sales tools, playbooks, and reporting while aligning strategy, data, and execution for scalable growth.

Ideal candidates bring 8–12+ years in Revenue/Sales Operations, strong CRM and BI skills, and a proven record of cross‑functional leadership across Sales, Finance, Ops, and Marketing.