Revenue Ops Lead: Forecasting & Bookings

PDW; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid parental leave

On-site gym (Huntsville, AL; Denver,CO

Life insurance

EAP program

Generous PTO & leave options

Job summary

PDW is seeking a Revenue Operations Manager to run core commercial operations across bookings, revenue support, reporting, and product administration. This hands-on role reports to the Director of Revenue Operations and ensures processes are accurate, timely, scalable, and data-driven.

The role partners with Sales, Finance, Product, Manufacturing, Customer Success, and business systems teams to translate business needs into clear workflows, resolve operational exceptions, and improve

Qualifications

• 4+ years of experience in Revenue Operations, Sales Operations, Deal Desk, Finance Operations, Business Operations, or a related commercial operations role.
• Strong proficiency in Salesforce and Excel.
• Experience translating business requirements into defined workflows, documentation, and scalable operating procedures.
• Strong analytical, project management, and follow through skills.

Responsibilities

• Support weekly pipeline and forecast reviews by monitoring sales opportunities for hygiene, stage progression, forecast risk, and policy adherence.
• Be the first line quote approver reviewing submissions for accuracy, pricing, terms, delivery, and contracting.
• Run the day to day bookings process by reviewing opportunity, contract, purchase order, product, pricing, approval, and close date data against established booking criteria.
• Partner with Sales and Finance to resolve booking and revenue data exceptions, complete required documentation, and maintain accurate reporting.
• Track dependencies across the booking to revenue lifecycle and coordinate follow up with Sales, Finance, Manufacturing, Product, Customer Success, and other process owners.
• Gather business requirements and translate them into scalable processes, system requirements, testing plans, and user enablement.
• Lead new SKU development and deployment by coordinating product, pricing, marketing, finance, operational requirements, approvals, and launch readiness.
• Create and coordinate product and price book setup in Salesforce and NetSuite, then validate quoting, booking, reporting, revenue, and manufacturing workflows before release.
• Use Salesforce, Excel, and Power BI to reconcile data, analyze exceptions, support updates, and produce reliable operational reporting.
• Document procedures, controls, ownership, decision rules, and escalation paths, then partner with Salesforce administrators and other system owners to reduce manual effort, eliminate recurring failure points, and implement sustainable improvements.

Skills

Salesforce

Excel

Cross-functional

Data analysis

Tools

NetSuite

Power BI

Jira

Slack

Job description

PDW is seeking a Revenue Operations Manager to run core commercial operations across bookings, revenue support, reporting, and product administration. This hands-on role reports to the Director of Revenue Operations and ensures processes are accurate, timely, scalable, and data-driven.

The role partners with Sales, Finance, Product, Manufacturing, Customer Success, and business systems teams to translate business needs into clear workflows, resolve operational exceptions, and improve