RevOps Manager: Forecasting, CRM & Analytics

Saisystems Health; Shelton (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

Saisystems Health seeks an experienced RevOps Manager to build the operational foundation for scalable revenue growth. You will own core revenue operations functions, standardize sales processes, maintain CRM hygiene, and support accurate forecasting. This hands-on role emphasizes execution and process excellence.

You will design repeatable playbooks, own pipeline discipline, and drive data-driven decision making with dashboards and monthly forecasting support. Minimal travel is expected.

Qualifications

• 3+ years of hands-on revenue operations, sales operations, or similar business operations role.
• 2+ years of hands-on HubSpot CRM administration (configuration, customization, data governance, reporting).
• Demonstrated success owning CRM data quality and/or sales process implementation at a growing company.
• Experience building and maintaining dashboards and reports (Tableau, Looker, Power BI, or HubSpot native).
• Solid understanding of sales metrics, pipeline stages, forecasting methodology, and deal flow analysis.
• Excellent attention to detail and ability to spot data inconsistencies and process gaps.
• Advanced Excel skills (pivot tables, VLOOKUP, INDEX-MATCH, financial modeling).
• Strong communication skills; ability to explain technical concepts to non-technical stakeholders.
• Comfortable owning end‑to‑end processes with minimal oversight.

Responsibilities

• Own pipeline discipline: define stage exit criteria, enforce data entry standards, establish forecast/actual reviews.
• Own day-to-day HubSpot configuration, field taxonomy, custom objects, and user access management.
• Build and maintain CRM documentation (field definitions, system processes, user guides).
• Create and optimize HubSpot workflows and automation to reduce manual data entry and process friction.
• Design and build HubSpot dashboards and reports (pipeline by stage/rep/product, forecast vs. actual, velocity, cycle time).
• Create and maintain executive dashboards for leadership reviews (weekly pipeline, forecast accuracy, key metrics).
• Own pipeline reporting hygiene; spot and investigate data anomalies.
• Support ad hoc analysis requests from sales, product, and finance leadership.
• Establish performance baseline metrics (win rate, deal size, sales cycle, etc.) for benchmarking.

Skills

HubSpot CRM

Advanced Excel

Data governance

Dashboards & reports

Forecasting

Sales metrics

Tools

HubSpot

Tableau/Looker/Power BI

SQL

Excel (Advanced)

Job description

Saisystems Health seeks an experienced RevOps Manager to build the operational foundation for scalable revenue growth. You will own core revenue operations functions, standardize sales processes, maintain CRM hygiene, and support accurate forecasting. This hands-on role emphasizes execution and process excellence.

You will design repeatable playbooks, own pipeline discipline, and drive data-driven decision making with dashboards and monthly forecasting support. Minimal travel is expected.