Sales and Revenue Operations Manager

Payliance

Sales & Revenue Operations Manager at Payliance overseeing pipeline health and CRM optimization. Collaborating with cross-functional teams to enhance revenue organization effectiveness and exceed targets.

Posted 7/28/2026full-timeColumbus • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce and HubSpot administration, with strong analytical skills to translate data into actionable insights. Proficient in developing KPI dashboards and managing sales operations processes to drive performance and efficiency.

Highest-signal resume keywords

Salesforce AdministrationHubSpot ConfigurationData AnalysisKPI Dashboard DevelopmentSales Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ForecastingFunnel AnalyticsSQLExcelRevenue Trend AnalysisSales Velocity AnalysisCommission CalculationLead RoutingProcess DocumentationQuota Modeling

Soft Skills

Excellent CommunicationInfluencing SkillsTraining and EnablementCollaboration

Tools & Technologies

SalesforceHubSpot6senseGongOutreachSalesforce CPQ

Industry Keywords

PaymentsFintechRegulated IndustryChannel Partner ManagementSales Compensation DesignPrivate EquityVenture-BackedHigh-Growth Startup

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own pipeline health, funnel analytics, and sales forecasting; surface risks and opportunities proactively.
Build and maintain Salesforce/HubSpot reporting frameworks, stage definitions, and data standards.
Develop commercial scorecards and KPI dashboards for leadership decision-making.
Analyze revenue trends, booking patterns, and sales velocity to drive continuous improvement.
Administer and optimize Salesforce/HubSpot configuration, workflows, and automation.
Maintain account mapping, contact hygiene, lead routing, and process documentation.
Drive user adoption through training, SOPs, and ongoing enablement.
Support territory design, quota modeling, and comp plan development for direct and channel teams.
Track performance against quota; ensure accuracy and fairness in commission calculations.
Deliver timely data, reports, and insights to support deal strategy and execution.
Align with Marketing on lead definitions, SLAs, and campaign tracking.
Partner with Finance and Risk on deal structuring and post-close operations.
Support annual planning, SKO, tool evaluations, and process redesign initiatives.

Requirements

What you’ll need

4–7 years in Sales Operations, Revenue Operations, or a comparable role.
Hands-on Salesforce and/or HubSpot administration and configuration experience.
Strong analytical skills with the ability to translate data into clear, actionable insights.
Excellent communicator; comfortable influencing across Sales, Finance, Product, and Risk.
Proficiency in Excel; SQL or similar a plus.
Genuine openness to adopting AI tools and a willingness to experiment with new technology to work smarter and faster.
Experience in payments, fintech, or a regulated industry is preferred.
Familiarity with 6sense, Gong, Outreach, Salesforce CPQ, or similar sales tech is preferred.
Understanding of ACH, card processing, or lending workflows is preferred.
Background in channel partner management or sales compensation design is preferred.
Experience working in a private equity-owned, venture-backed, or high-growth startup environment is preferred.
Demonstrated ability to leverage AI tools to improve pipeline reporting, forecast accuracy, or operational workflows is preferred.

Benefits

Comp & perks

Competitve base salary based on experience and scope.
Performance-based annual bonus.
Medical, Dental, and Vision insurance.
401(k) with company match.
Generous PTO plus paid company holidays.
Company-paid life and long-term disability insurance.
Paid parental leave.