Manager, Revenue Operations

Merit America

Manager of Revenue Operations driving data-forward decision making at Merit America. Focus on revenue forecasting, compliance, and cross-functional collaboration for sustained growth.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 per yearWebsite

ATS Keywords

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Hard Skills

revenue forecastingfinancial analysisbusiness intelligencedata modelingExcelGoogle SheetsAI toolsdata governanceanalytical findings translationmulti-scenario revenue projections

Soft Skills

clear communicationcross-functional collaborationproactive communicationproblem-solvinganalytical thinkingstakeholder engagementleadershiporganizational skillsadaptabilityattention to detail

Tools & Technologies

Salesforceexecutive dashboardsCRM systemsdata visualization toolsreporting toolsAI tools (Claude, ChatGPT, Copilot)data entry standardsrevenue tracking systemsforecasting softwareanalytics platforms

Industry Keywords

revenue operationscompliance requirementsphilanthropic contractscorporate contractspartner relationshipsenrollment datacapacity datapipeline datafunder relationshipsstrategic decision making

About the role

Key responsibilities & impact

Own the AI-enabled revenue forecast model. Integrate pipeline, capacity, and enrollment data across all channels to directly drive development team goal-setting and performance tracking.
Synthesize inputs from program, finance, partnerships, and development teams into executive-ready projections and strategic decision materials for leadership.
Monitor actuals versus forecasts, surfacing variances early with clear data-driven explanations and actionable next steps.
Maintain executive dashboards to provide leadership with a real-time, transparent view of overall revenue health.
Support the Managing Director on pricing and packaging analysis by executing data modeling and preparing high-stakes materials for leadership and partner conversations.
Serve as the operational link between operations and finance, ensuring all revenue sources are modeled accurately in the forecast.
Manage compliance requirements across all revenue sources—to ensure we are compliant with all revenue producing partnerships and funders.
Monitor program completion rates against deliverables in philanthropic and corporate contracts, flagging variances early to protect funder and partner relationships.
Partner with the Learner Financing Specialist and finance team to unify financing data, compliance status, and learner outcomes into a single, cohesive view of revenue health.
Own day-to-day governance of Salesforce as the system of record for partner pipeline and revenue — enforcing data entry standards, not just using the tool
Monitor funder/partner health indicators and flag at-risk relationships before they affect the forecast
Support the grant renewal process by ensuring renewal timelines, contract terms, and partner status are tracked proactively and accurately
Continuously improve the CRM as a forecasting input, identifying gaps between what the data says and what the organization actually knows so as to reduce toil for the Development and Partnership Teams.
Coordinate cross-functionally to pressure-test learner volume, learner performance against program schedule and partnerships commitments.
Prepare regular revenue reports and forecasting summaries that can be shared directly to leadership team.
Translate complex analytical findings into clear, accessible insights for non-technical stakeholders across the organization.

Requirements

What you’ll need

5+ years of experience in revenue operations, financial analysis, business intelligence, or a closely related analytical field
Proven track record of leading end-to-end forecasting model design — you independently build, stress-test, and communicate multi-scenario revenue projections to senior and executive audiences
CRM experience — Salesforce strongly preferred — with a track record of enforcing data governance standards across a team, not just day-to-day usage
Ability to identify gaps between what the data says and what the organization actually knows, and drive the changes needed to close them
Advanced proficiency in Excel or Google Sheets, including complex model architecture, combined with demonstrated AI proficiency - you actively use AI tools (Claude, ChatGPT, Copilot) to accelerate analysis, automate reporting to drive agility
Clear, precise written and verbal communication; able to translate analytical findings into recommendations that non-technical stakeholders can act on
Track record of cross-functional collaboration — you've worked across program, finance, or partnerships teams and kept complex coordination moving without a lot of formal authority
Proactive communication style: you surface issues, flag risks, and share updates as a default — not when asked
Ability to manage multiple analytical workstreams simultaneously in a fast-paced, evolving environment
Comfortable operating in a role where some systems are still being built — you see ambiguity as an opportunity to shape something, not a problem to wait out

Benefits

Comp & perks

Medical, Dental and Vision insurance (100% Paid Employee Only Coverage)
Flexible Spending Account and Health Savings Account
Dependent care Flexible Spending Account
Health Reimbursement Account fully funded by Merit
Education & personal development reimbursement
Catalog of courses for professional learning and development
Short and long-term disability
Unlimited vacation (after a 90-day introductory period)
Paid Parental Leave and Adoption benefits (after 1 year of employment)
11 federally recognized holidays
2 week holiday office closure in December/January
401(k) retirement plan with automatic Merit contribution
Wellness Benefits/Wellness Resources
Discount perks at work program
Phone/technology stipend
Home office setup stipend
Affinity groups and community building via virtual, in-person, and/or regional meetups