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Merit America

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

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

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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