Revenue Operations Manager

Posted 1 week ago

Location:
Remote (United States)

Holistiplan offers award winning tax planning software specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions serving over 10,000 firms and 60,000 users. Holistiplan has been voted the #1 tax planning software in the Kitces Report Studies and the #1 tax planning software for five consecutive years in the T3 / Inside Information Software Surveys.

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We’re hiring a Rev Ops Manager to strengthen GTM operations across Customer Success, Sales, and Marketing as Holistiplan scales. Reporting to the Director of Revenue Operations, you’ll bring systems expertise, structured thinking, and cross-functional collaboration to a growing GTM team. This is a hands‑on individual contributor role for someone who can take well‑scoped projects from start to finish with minimal oversight, and who wants to work closely with the Director on data architecture, reporting, and systems strategy, building toward owning execution in those areas.

• Partner with CS, Sales, and Marketing to align systems, data, and processes across the GTM funnel
• Help keep our Hub Spot environment clean and reliable: data architecture, workflow logic, record layouts, duplicate management, reporting, and configuration, owning execution within the strategy set with the Director
• Drive process improvements across pipeline & forecasting, renewals & expansion, enablement, and other cross‑functional workflows, working closely with the Senior Revenue Operations Manager as needed
• Lead Rev Ops projects from scoping through rollout, with guidance from the Director on larger cross‑functional initiatives
• Build and maintain reporting and dashboards that give Sales and CS visibility into their day‑to‑day operations and into pipeline, retention, and expansion performance
• Run our data enrichment workflows, keeping account and contact data complete and accurate across target segments
• Help maintain data quality and integrity across GTM systems, working closely with the Rev Ops Analyst
• Use AI‑assisted tools to automate recurring workflows and reporting, cutting down on manual work
• Document processes and establish standards that hold up as the team grows
• Support GTM tooling and integrations, including administration, usage tracking, and vendor evaluations, with a path to owning the stack

• Building an automated lead management process for the SDR team, with performance reporting
• Developing trial engagement signals that help Sales prioritize and convert product trials
• Building our GTM tech stack inventory: tools, contracts, renewal dates, usage, and cost
• Scaling enrichment and segmentation as we expand into new markets (e.g., CPA and accounting firms)
• Refining and scaling our account health and renewals workflows as the customer base grows

• 3–5 years in Revenue Operations, Sales Operations, or Customer Success Operations, ideally at a B2B SaaS company
• Strong hands‑on Hub Spot experience (workflows, reporting, automation, lifecycle management); custom objects experience a plus
• Hands‑on experience with data enrichment tools and workflows
• Analytical mindset with the ability to translate data into insights, decisions, and prioritization
• Experience collaborating across Customer Success, Sales, and Marketing
• Strong project management and organizational skills
• Experience running projects independently and bringing stakeholders across teams along

Bonus Points: Experience in financial services, wealth management, or tax/accounting‑adjacent SaaS; experience at a PE‑backed company;…