Revenue Operations Manager

Posted 20 Days Ago
Hiring Remotely in United States
Remote
3-5 Years Experience
Fintech
The Role
The Revenue Operations Manager at Guideline will drive operational excellence, enhance business systems, and deliver insights to propel growth in the strategic partnerships ecosystem. Responsibilities include owning the partnerships portfolio, refining processes, tracking KPIs, providing data-driven insights, and staying updated on industry trends.
Summary Generated by Built In

Guideline’s new Revenue Operations Manager will play a pivotal role on the RevOps team that will support our existing and potential Strategic Partnerships.

The Revenue Operations Manager will continuously work to improve existing Partner-related operations functions, identify areas for improvement within existing processes, and optimize the New Partner onboarding experience. 

Our new team member has been part of a high performance, high-tech subscription-based company and has a proven track record of supporting a growth-stage organization with implementing and maintaining critical systems, administering and overseeing those systems, and ensuring the high level of data quality. 

The ideal candidate will possess a deep understanding of revenue-generating activities and will be instrumental in optimizing these processes to achieve the organization’s growth objectives.

What You Will Do

Process

  • Establish and maintain a comprehensive Strategic Partnerships reporting program, including creating and troubleshooting reports on performance, leveraging data-driven insights to recommend optimizations and future strategies
  • Assist the Partnerships team by thoroughly understanding motions and related data, including converting this knowledge into strategic business insights and ensuring leadership is informed on trends and risks 
  • Help shape and implement the go-to-market strategy for Strategic Partnerships, including driving annual and quarterly planning and target setting, conducting analysis of the business, gathering insights, making compelling recommendations to internal stakeholders, and driving change management to improve the business in line with priorities

Tools

  • Ensure critical systems, such as our CRM and automation tools, are clean and well-maintained; deduplication, system optimization, and proper tool integrations will make sure everything is running smoothly so our teams can be more effective
  • Architect and champion the adoption of tools and processes, partnering with cross-functional teams (Analytics, Strategic Partnerships, Product, Finance, etc.) to maximize efficiency and effectiveness
  • Ensure measures are in place to keep data as up-to-date and complete as possible, including integrations across systems, auditing reports to identify when data is 'off', and validating systems to ensure users add the correct data
  • Oversee the selection, implementation, and optimization of technologies to enhance Strategic Partnership effectiveness, including ensuring tools and systems are fully leveraged to improve operational efficiency and data accuracy

Enablement

  • Support cross-functional team members to solve for gaps and evaluate tradeoffs between key Strategic Partnership opportunities, including proactively identifying inhibitors to growth, unblocking roadblocks and maintaining cross-segment alignment to overall strategy
  • Resolve and promptly escalate issues, risks and dependencies – proactively identifying potential gaps and critical path analysis, and collaborate cross-functionally to execute on product development and launch plans
  • Own recurring business processes, reporting, and key systems to drive operational delivery of Strategic Partnerships business; iteratively improve data integrity and accuracy to drive business processes

Insights

  • Our teams rely on things like intent and user data to tell a story that we can then interpret and act upon; data needs to be shared freely between our teams to provide a seamless experience to our customers and be more effective 
  • Collaborate with Partner and Partner Development team members to create, complete and deliver sharp analysis on campaign performance, utilizing tools to streamline with a focus on transparency, visibility and actionable insights
  • Derive time-sensitive insights from quantitative and qualitative data research, in partnership with Analytic counterparts, and create analysis to identify gaps and make strategic recommendations
  • Own the tracking, reporting, and management of Strategic Partnership performance metrics, manage the performance analysis / metrics of the Strategic Partnerships organization using reports, dashboards and reporting tool

What We’re Looking For

  • Demonstrated ability to structure complex problems, develop solutions, and craft recommendations and results into easily digestible messages, communications, and executive presentations
  • 5+ years experience in RevOps roles; strong preference for candidates with backgrounds in early- to growth-stage SaaS environments
  • Entrepreneurial mindset - previous experience in a technology startup or evidence that you are scrappy with a "get-it-done" attitude; our ideal candidate will thrive in an ambiguous environment and want to wear many hats
  • A diverse history and skillset within RevOps; we are seeking someone who is a RevOps generalist and capable of quickly grasping the detailed tasks necessary to manage all aspects of Partner-focused operations
  • Skilled in Excel (pivot tables, lookups, arrays, some modeling) and solid understanding of various technologies/tools such as CRM systems (e.g., SFDC) and BI applications (e.g., Tableau) used to optimize and streamline business processes
  • Proven track record in building relationships and effectively communicating with senior leaders to solve complex, cross-functional challenges in a fast paced, high-growth business environment
  • Naturally analytical mindset with ability to break down complex issues with limited guidance, operationalize solutions and communicate; our ideal candidate is just as comfortable in a spreadsheet as a slide deck

More About Guideline

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Compensation
At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to change in the future.
Please speak with a recruiter for additional information regarding our tier locations and compensation philosophy.

  • Metro+
    • The base salary range for this position is $131,000-$146,000 annually.
  • Metro
    • The base salary range for this position is $120,000-$135,000 annually.
  • National  
    • The base salary range for this position is $120,000-$135,000 annually.

In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs).
At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

  • Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
  • 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
  • 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
    • Opt-out credit if all three plans are waived
  • Eligibility to participate in Health Savings Account and Flexible Spending Accounts
  • Disability and life insurance options
  • Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
  • Paid parental leave for birthing and non-birthing parents
  • 1 - month sabbatical after 5 years of employment
  • Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.
Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to [email protected].
Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.

 

#LI-REMOTE

Expected Salary Range

$120,000$146,000 USD

Top Skills

Salesforce
The Company
Austin, TX
218 Employees
On-site Workplace
Year Founded: 2015

What We Do

Guideline. Helping people save for a better future.
Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.
By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

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