Revenue Operations Manager

• Produce recurring sales, pipeline, and bookings reports for leadership
• Support revenue forecasting through clean data and pipeline and performance analysis
• Build and maintain dashboards showing sales activity, pipeline, and results
• Measure and report on marketing campaigns and cross-functional initiatives
• Partner with IT and Finance on reliable reporting systems and underlying data
• Use AI tools such as Claude for report building, data analysis, and dashboard creation
• Contribute reporting and analysis to executive and board-level materials
• Build unified reporting structures across Insurcomm, Rytech, and future acquisitions
• Support CRM and reporting-system integration for acquired businesses
• Standardize revenue metrics, data structures, definitions, and commission structures
• Maintain a single source of truth for cross-platform performance reporting
• Administer Fortify's Hub Spot CRM, including user setup, data hygiene, and troubleshooting
• Coordinate referral-source data quality with Customer Intake
• Monitor CRM adoption and flag data-entry or process-adherence gaps
• Support CRM configuration changes involving fields, workflows, and dashboards
• Calculate sales commissions accurately and on schedule each pay cycle
• Research and resolve commission discrepancies with sales leadership and Finance
• Maintain commission-plan documentation and calculation logic
• Oversee Rocket Level, the third-party inside-sales vendor
• Monitor vendor performance against service levels and escalates issues
• Help build and manage an internal inside-sales function
• Document Revenue Operations processes
• Support onboarding for sales and intake team members
• Provide ad hoc analysis and project support across sales, intake, and marketing
• Lead process-improvement projects from gap identification through implementation and adoption
• Perform other duties as assigned

• 4 to 7 years of experience in revenue operations, sales operations, business analysis, or a similar role
• Hands-on CRM administration experience;
  Hub Spot 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
• Clear written communication for documenting processes and explaining data to non-technical stakeholders
• Comfortable using AI tools such as Claude in daily analytical work, with judgment to evaluate AI-generated output
• Ability to work in a hybrid arrangement in Portsmouth, New Hampshire or Kennesaw, Georgia

Demonstrates expertise in Revenue Operations and Sales Operations, with a strong focus on CRM administration, particularly Hub Spot, and data analysis. Capable of producing accurate reports, managing commission calculations, and leading process improvements while ensuring data integrity and effective communication with stakeholders.

• Revenue Operations Experience
• Hub Spot CRM Administration
• Data Analysis and Visualization
• Commission Calculation Management
• Process Improvement Leadership

• Revenue Operations
• Sales Operations
• Data Analysis
• Excel Proficiency
• Data Visualization
• Commission Calculations
• Reporting Systems
• Performance Analysis
• Dashboard Creation
• CRM Integration

• Attention to Detail
• Clear Written Communication
• Vendor Management
• Team Leadership
• Process Documentation

• Sales Reporting
• Pipeline Analysis
• Revenue Forecasting
• Cross-Functional Initiatives
• Data Quality Management

• Hub Spot
• AI Tools
• Claude
• Rocket Level
• Fortify