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