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Revenue Operations Manager
ENGAGE LEARNING INCRevenue Operations Manager managing CRM operations and contract processes at engage2learn, streamlining revenue cycle workflows and enhancing data integrity.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Maintain CRM data integrity across the full pipeline — accurate stages, clean records, and reliable reporting the revenue team can act on
- Serve as the day-to-day CRM resource for the revenue team: troubleshoot issues, support user questions, and enforce data hygiene standards
- Build and maintain reports and dashboards that give the CFO and CRO clear visibility into pipeline health, territory performance, and revenue activity
- Identify and resolve data discrepancies between CRM and connected systems before they surface as reporting errors
- Draft and template contracts following proposal execution, ensuring accuracy against deal terms captured in CRM
- Coordinate contract routing and track execution through to completion so deals don’t stall at the handoff
- Deliver finalized contract details to Finance with the information needed to invoice correctly and on time
- Maintain organized records of executed agreements and flag discrepancies between contract terms and what’s reflected in the CRM or ERP
- Reconcile closed deals against compensation plans each period, validating commission calculations before they reach payroll
- Identify and resolve discrepancies proactively — working with the CRO and Finance to correct issues before they become disputes
- Maintain clear, auditable records that give leadership confidence in compensation data
- Support ongoing alignment between deal structure, comp plan design, and how deals are logged in CRM
- Work daily across CRM, Professional Services software, Project Management software, and the ERP as an operational user — understanding how data flows between systems and catching problems at the seams
- Support process improvements that reduce manual effort, eliminate handoff errors, and increase the speed and accuracy of the revenue cycle
- Collaborate with the, Finance, Delivery, and Partnerships teams to ensure operational workflows are documented and consistently followed
- Serve as a reliable point of contact when revenue team workflows need attention, escalation, or cross-functional coordination
Requirements
What you’ll need- Bachelor’s degree required
- 3–6 years of experience in revenue operations, sales operations, or a closely related role
- Proficient CRM user — comfortable building reports, managing records, and maintaining data quality
- Strong process orientation: follows through on commitments, meets deadlines, and ensures nothing falls through the cracks
- Numerically confident — comfortable with reconciliation work and identifying when numbers don’t add up
- Experience working across multiple connected systems (CRM, project management tool, ERP); Professional Services software or similar PSA platform experience a plus
- Clear communicator across functions — can translate a data issue to a salesperson and a contract question to Finance
- Experience within K–12 education, EdTech, or professional services preferred
- Strong organizational skills with the ability to manage multiple priorities within tight timelines
- High level of proficiency in technology tools and applications that increase productivity and efficiency
- Ability to work and thrive in a fast-paced, remote environment with minimal supervision
- Excellent verbal, written, and interpersonal communication skills.
Benefits
Comp & perks- 401K
- Health Insurance plan benefits offered
- Full-time employees receive 6 weeks of PTO per year
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM data integrityreport buildingdata reconciliationcontract draftingdata hygiene standardspipeline health analysiscompensation validationdata quality managementprocess improvementnumerical analysis
Soft Skills
strong process orientationclear communicationorganizational skillsability to manage multiple prioritiesinterpersonal communicationproblem-solvingattention to detailcross-functional collaborationcommitment to deadlinesadaptability in fast-paced environments
Certifications
Bachelor's degree