Manager, CPQ/Revenue Operations

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The Role:

As a CPQ / Revenue Operations Manager with at Fusion Risk Management, you will play a crucial role in ensuring the effectiveness and efficiency of our sales operations processes. You will be responsible for optimizing and managing our Configure, Price, Quote (CPQ) processes with the back office and sales teams to drive sales accountability and CRM hygiene. In addition, you will be responsible for data capture, reporting, and analysis within the Revenue Operations team, providing insights into the performance of the entire marketing and sales funnel.

The specific responsibilities of this role are as follows:

- Collaborate with cross-functional teams, including Sales, Finance, and Operations, to translate deal proposals into CPQ-generated proposals that sit in Salesforce CRM

- Analyze and optimize the CPQ processes to ensure accurate and efficient quoting, pricing, and contract management.

- Work together with finance & accounting teams to configure and maintain Salesforce CPQ and Revenue Cloud to align with business needs and sales strategies.

- Provide training and support to sales teams on CPQ processes, tools, and best practices- Stay updated with industry trends and best practices in CPQ and Revenue Operations to drive continuous process improvement.- Develop and implement sales performance metrics, dashboards, and reports to track and measure sales accountability.

- Create revenue and pipeline metric content each week for executive team and board.

- Hold revenue ownership over CRM hygiene to ensure that required fields are populated and accurate (working with sales and back-office teams when data is incomplete)

- Identify areas of improvement in Revenue Operations and provide recommendations to enhance efficiency and effectiveness.

- Collaborate with Revenue Operations team to ensure accurate and timely sales forecasting and pipeline management.

- Conduct data analysis to identify trends, patterns, and opportunities for sales optimization.

Knowledge, Skills, and Abilities

- Strong expertise in Salesforce CPQ and Revenue Cloud, including configuration, pricing rules, product bundling, and contract management.

- Proficient in Salesforce Lightning Platform and Sales Cloud.

- Solid understanding of sales processes, sales metrics, and the entire sales and marketing funnel.

- Excellent analytical and problem-solving skills with the ability to translate data into actionable insights.

- Strong communication and interpersonal skills to collaborate with cross-functional teams and present findings to stakeholders.

- Detail-oriented with a focus on accuracy and data integrity.

Nice to haves:

- Previous experience working in a sales operation's role within a B2B SaaS company

- Familiarity with BI tools (Tableau, Power BI, Lookr)

- Familiarity with SOQL (Salesforce Object Query Language)

- Proficiency in data querying languages (e.g., SQL)

- Familiarity with sales and marketing tech stack (e.g., Gong, SalesLoft, LinkedIn Sales Navigator, ZoomInfo, Highspot, Quip)

- Familiarity with revenue intelligence tools (Clari, Gong, BoostUp, etc.)

Qualifications (Education and Experience)

- Bachelor's degree in business administration, Finance, or a related field.

- Minimum of 3 years of experience working deeply with CPQ; experience in CPQ deployment and rollout preferred.

- 2+ years of experience working deeply with Salesforce CRM (Lightning experience)

- Salesforce CPQ and Revenue Cloud certifications are a plus.

Milestones for the First Twelve Months

In 3 months, you will:

· Have a deep understanding of the operations of the revenue team, including current state of reporting, tooling, forecasting, data modeling, territory design, and incentive comp plans.

· Have form strong relationships with each member of the RevOps team.

In 6 months, you will:

· Have taken ownership of reporting requests that come in from revenue and executive leadership.

In 12 months, you will:

· Become a subject matter expert in reporting needs that support the revenue organization.

· Proactively deliver insights to the business based on most critical impact.


This position may be performed remotely anywhere within the United States except for the states of New York, California, and Colorado.

Fusion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, age, pregnancy, military service or discharge status, genetic information, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • CSSLanguages
    • JavascriptLanguages
    • Salesforce ApexLanguages
    • ApexLanguages
    • D3JSLibraries
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    • jQuery UILibraries
    • ReactLibraries
    • DockerFrameworks
    • JestFrameworks
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
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    • MiroDesign
    • JIRAManagement
    • TrelloManagement
    • SalesforceManagement
    • ProductboardManagement
    • WordpressCMS
    • Adobe BizibleCRM
    • SalesforceCRM
    • Salesforce PardotCRM
    • SalesLoftCRM
    • ZoomInfoLead Gen
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An Insider's view of Fusion Risk Management

How would you describe the company’s work-life balance?

Fusion puts its employees and their wellness at the forefront by providing several ways to help maintain a great work-life balance. My personal favorites have to be the flexible work schedule and Summer Fridays. With initiatives like Fusion Cares, I also have the option to spend up to 12 hours of work time giving back to the the community.


Sr. Solution Architect

What does your typical day look like?

My days involve collaborating with multiple teams on a variety of activities. One minute I will be designing features with our engineers, the next I might be developing our product roadmap with product management or advising our customers and implementation teams on using our platform. Every day brings new challenges and rewarding opportunities.


Technical Architect

How does the company support your career growth?

Through weekly one on ones with my manager, I am provided details on what I am doing right, insight on what I can improve on, and guidance on the steps I would need to take to achieve my career goals. This information is essential to my growth at Fusion and sets me on a path forward to obtain future success.


Implementation Consultant 1

What are some things you learned at the company?

I've learned that it was a no-risk proposition to join Fusion. I'm so happy to be here, and the team I've been lucky enough to work with has been absolutely fantastic. Fusion is filled with some of the most brilliant folks in the industry. If you're looking for a work environment invested in your success, Fusion is the right place. Join us!


Sr Manager, Professional Services

What are Fusion Risk Management Perks + Benefits

Fusion Risk Management Benefits Overview

In addition to the basics such as medical, dental, and vision insurance; FSA and HSA options; Company paid STD and LTD benefits; commuter benefits; and 401K matching with no vesting period, we also offer monthly partial cell phone reimbursements, a holistic wellness program, fitness subsidies, paid volunteer time, twelve weeks of parental leave, and more! We also offer flexible PTO and the ability to work remotely.

Our cultural and professional development groups are employee-led, voluntary workplace networks that help foster a culture of community, including five active Employee Resources Groups (Multi-Cultural; LGBTQ+; Women focused; Sustainability; and Volunteering). Even while working remotely, we have maintained fostering connections through virtual events such as lunch n’ learns, trivia, team events, happy hours, and more.

Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Summer hours
President's club
Employee awards
Flexible work schedule
Remote work program
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Our Employee Resource Groups are voluntary workplace networks that are employee-led. They foster a diverse, inclusive workplace aligned with the organization's mission and values.
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Wellness days
Abortion travel benefits
Financial & Retirement
401(K) matching
Company equity
Certain levels of employment have ability to have equity.
Performance bonus
Charitable contribution matching
As part of our Philanthropy and Volunteering Program
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Company-sponsored happy hours
Fitness stipend
Home-office stipend for remote employees
We offer home office stipends for necessary office supplies in order to promote a more efficient at home workspace.
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications
Virtual coaching services

Additional Perks + Benefits

We seek to foster a supportive and nurturing environment and are proud of our collaborative, open culture! As a fast-growing company, we are dedicated to growing with our employees and adapting to the evolving workplace.

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