Revenue Operations Manager

Jobtailor; Chicago (IL); On-site; USD 110,000 - 145,000; Full time

Job summary

Jobtailor in Chicago seeks a seasoned Revenue Operations professional to optimize the Partner Experience technology stack, dashboards, and cross-functional workflows. You will own Planhat and Zendesk configurations, health scoring, and reporting to support partner success.

Collaborating with Sales, Marketing, Finance, and Partner Success, you will drive data-driven decisions, implement scalable processes, and enhance revenue retention and adoption metrics across the partner lifecycle.

Qualifications

• 5+ years in Revenue/Customer Success/Sales Operations in SaaS.
• Hands-on with Salesforce, Planhat or Gainsight, and Zendesk.
• Experience administering LMS/CMS platforms is preferred.
• Strong go-to-market and cross-functional partner experience.
• Proven ability to build dashboards and reports for revenue health.

Responsibilities

• Backbone owner for PX Ops, supporting multiple teams.
• Design and refine workflows across the partner lifecycle.
• Develop reports on partner health, adoption, and SLA performance.
• Collaborate with Finance on renewal forecasting and revenue insights.
• Lead cross-functional initiatives to scale operations.

Skills

Revenue Operations

Customer Success Ops

Go-To-Market Strategies

Cross-Functional Collaboration

Data Analysis

Project Management

Communication

Leadership

Tools

Salesforce

Planhat

Zendesk

LMS/CMS Administration

SQL

Excel/Google Sheets

Job description

• Serve as the operational backbone of the Partner Experience organization, supporting Partner Success, Clinical Success, Implementation, Support, and PX Ops
• Own and administer the Planhat and Zendesk tech stack, including health scoring, playbooks, workflows, triggers, SLAs, routing, Salesforce integrations, and reporting
• Assist with administration of LMS/CMS platforms supporting partner education and enablement
• Design, refine, QA, and implement workflows and processes across the partner lifecycle
• Streamline handoffs from deal close through implementation, clinical adoption, support, and renewal
• Develop and maintain reports and dashboards covering partner health, adoption and utilization, support volume, SLA attainment, and retention trends
• Use data to provide actionable insights and improve decision-making and operational performance
• Partner with Finance on renewal and retention forecasting, commission reports, and revenue-related insights
• Act as operations partner to Partner Success, Clinical Success, Implementation, Support, and PX Ops leadership
• Represent PX needs in cross-functional Revenue Operations planning with Sales, Marketing, and Finance

Requirements

• 5+ years of experience in Revenue Operations, Customer Success Operations, Sales Operations, or a similar role in a SaaS company
• Extensive experience with Salesforce, Planhat (or Gainsight/similar CS platform), Zendesk, and exposure to LMS/CMS administration
• Administration experience with a customer success platform or support platform strongly preferred
• Strong understanding of go-to-market strategies and key metrics influencing Sales, Marketing, and Partner Success
• Direct experience business-partnering with post-sale leadership, including Customer/Partner Success, Clinical or Implementation teams, or Support
• Fluency in post-sale metrics: net revenue retention, gross retention, adoption and utilization, NPS, CSAT, and support SLA performance
• Experience with Claude, OpenAI, Excel/Google Sheets, SQL, and Business Intelligence tools
• Proven track record building and maintaining commercial dashboards and reports
• Demonstrated ability to align cross-functional teams around shared goals, priorities, and revenue-driving strategies
• Excellent project management skills and experience leading complex initiatives to completion
• Strong communication and interpersonal skills
• Proactive, problem-solving mindset focused on continuous improvement and operational scalability
• Healthcare experience is a plus

Core Competencies

Demonstrates expertise in Revenue Operations and Customer Success Operations within a SaaS environment, with a strong focus on data-driven decision-making, operational performance, and cross-functional collaboration. Proficient in managing customer success platforms and developing actionable insights to enhance partner health and retention.

Highest-signal resume keywords

• Revenue Operations Experience
• Salesforce Administration
• Customer Success Platform Management
• Data Analysis and Reporting
• Project Management Skills

ATS Optimization Keywords

Hard Skills

• Salesforce
• Planhat
• Zendesk
• SQL
• Excel
• Google Sheets
• Business Intelligence Tools
• Net Revenue Retention Metrics
• Adoption and Utilization Metrics
• SLA Performance Metrics

Soft Skills

• Strong Communication Skills
• Interpersonal Skills
• Proactive Problem-Solving Mindset
• Project Management Skills

Industry Keywords

• SaaS
• Healthcare Experience
• Go-To-Market Strategies
• Cross-Functional Collaboration
• Revenue-Driving Strategies

Tools & Technologies

• LMS Platforms
• CMS Platforms
• Claude
• OpenAI