Revenue Operations Manager: CRM, Dashboards & Forecasting

Socket.dev; Kennesaw (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Competitive compensation

401(k) with company match

Generous PTO and paid holidays

Career growth across Fortify umbrella

Job summary

Fortify Companies is seeking a Revenue Operations Manager to build and protect trust in CRM data, reporting, and commissions across Insurcomm, Rytech, and future acquisitions.

You will own the revenue operations function, develop unified reporting, and provide operational support to the revenue team while integrating new acquisitions into the CRM and reporting platforms. Strong emphasis on accuracy, dashboards, and AI-assisted analytics.

Qualifications

• 4 to 7 years of experience in revenue operations, sales operations, business analysis, or similar.
• 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.
• 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 to speed up report building, data analysis, and dashboard creation, applying good judgment to outputs.
• Contribute reporting and analysis to executive and board materials as requested.

Skills

Revenue operations

CRM administration

Data analysis

Forecasting

People management

Excel

AI tools

Tools

HubSpot

Job description

Fortify Companies is seeking a Revenue Operations Manager to build and protect trust in CRM data, reporting, and commissions across Insurcomm, Rytech, and future acquisitions.

You will own the revenue operations function, develop unified reporting, and provide operational support to the revenue team while integrating new acquisitions into the CRM and reporting platforms. Strong emphasis on accuracy, dashboards, and AI-assisted analytics.