Sales Data Manager (Rev Ops)

Confidential; Largo (FL); Hybrid; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Generous paid time off

Company holidays

Life insurance

Long-term disability

Pet insurance

Job summary

1-800Accountant in Largo, FL is seeking a Revenue Operations Manager to design, optimize, and scale the end-to-end funnel from marketing and acquisition through billing, onboarding, and renewal retention. The role partners with Finance, Sales, Marketing, and Partnerships to drive predictable revenue growth.

The ideal candidate combines strong analytics with strategic execution, owning forecasting, data governance, and KPI performance across the organization in a hybrid work setting.

Qualifications

• Education: Bachelor’s degree preferred in Business, Finance, Engineering, Information Systems, or related field (or equivalent practical experience).
• Experience: 4–6+ years in Revenue Operations, Sales Operations, or Call Center operations, ideally serving small business clients.
• Leadership: Proven experience leading cross-functional GTM projects across Marketing, Sales, and CS.

Responsibilities

• Revenue Forecasting: own and manage revenue forecasting by lead types across new business acquisition, building lead velocity and pipeline health models.
• Advanced Revenue Trend Analysis: use AI and analytics to monitor marketing conversion through sales, renewal and collections performance.
• GTM Metric Standards: define and maintain core revenue metrics across departments.
• Operationalize accountability: devise best-practice reporting, monitoring, and training for performance improvement.

Skills

Salesforce CRM

SQL

Excel

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

SQL

Microsoft Excel

Job description

The Revenue Operations Manager is responsible for looking across the revenue model in the organization in designing, optimizing, and scaling the end-to-end optimization of the funnel-from client marketing and acquisition, through billing and collections, into onboarding and renewal retention. Expanding beyond traditional operational reporting, this role acts as the strategic partner to leadership-owning the revenue data governance, reporting, metric performance management and revenue and profit forecasting. The ideal candidate combines deep analytical expertise with strategic execution to drive predictable, efficient, and scalable revenue growth.

This is a HYBRID role requiring 3 days per week in our beautiful Largo, FL office.

Key Responsibilities

• Revenue Forecasting: With Finance, Sales, Marketing, Training and Partnerships, own and manage the revenue forecasting by lead types across new business acquisition, building and utilizing lead velocity, conversion rates, and pipeline health models.
• Advanced Revenue Trend Analysis: Utilize AI, Databricks, and advanced analytics to monitor marketing conversion through sales, renewal and collections performance, taking those outputs to managers in real-time for accountability, action and improvement.
• GTM Metric Standards: Define, standardize, and maintain core revenue metrics across each and all departments to ensure a single, cohesive source of truth.
• Operationalize accountability: Working with training and sales, fulfillment and finance management, devise a best-practice operational model for reporting, monitoring, managing and training for performance improvement

2. Funnel & Process Optimization (Lead-to-Cash)

• Lead-to-Opportunity Lifecycle: Elevate lead scoring quality, lead attribution, and SLA enforcement in cooperation with Sales.
• Process Alignment: Audit and streamline cross-functional workflows between Sales, Collections, Billing and fulfillment.
• Real-time Rep & Team Performance Optimization: Go beyond identifying high/low-performing employees by using best-practices for operationalization of training programs, lead distribution changes, pipeline management…all in real-time.

3. Incentive Compensation & Incentive Modeling

• Compensation Plan Design & Ownership: Expand commission structure analysis across departments by leading the modeling, design, rollout, and administration of incentive compensation plans aligned with company strategy and profitability targets.
• Performance Impact Modeling: Analyze the financial and operational impact of quota changes, SPIFs, and commission structures using AI tools and predictive modeling.

Requirements & Qualifications

Experience & Education

• Education: Bachelor’s degree preferred in Business, Finance, Engineering, Information Systems, or a related field (or equivalent practical experience).
• Experience: 4–6+ years of experience in Revenue Operations, Sales Operations, or Call Center operations, ideally within industries serving small business clients.
• People & Project Leadership: Proven experience leading cross-functional GTM projects across Marketing, Sales, and CS teams.

Technical Skills

• CRM Mastery: Advanced Salesforce CRM knowledge
• BI & Data Analytics: Expert proficiency in business intelligence applications, and Microsoft Excel (SQL knowledge is a strong plus).
• GTM Tech Stack: Familiarity with marketing automation, sales engagement tools, and incentive compensation management software.

Core Competencies

• Strategic & Results Orientation: Ability to translate complex datasets into strategic, high-impact business recommendations.
• Cross-Functional Collaboration: Strong ability to build alignment and bridge operational gaps between executive leadership, Sales, Marketing, and Finance.
• Process Design & Problem Solving: Methodical approach to identifying operational bottlenecks and engineering scalable solutions.
• Compensation:
• Salary Range: $115k-$125k
• Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment.
• Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment.
• Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays.
• Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance.

Why Join Us?

At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

Accommodation Statement:

1-800Accountant is an Equal Opportunity Employer and provides reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require accommodation during the application process, please contact us at [e-mail].