Zocks | AI for Advisors

Revenue Operations Manager

Zocks | AI for Advisors

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $100,000 - $150,000 per year

Job Level

Mid-LevelSenior

About the role

  • Build and optimize scalable lead-to-cash workflows, ensuring full visibility from marketing attribution through closed-won deals and renewals.
  • Design and maintain lead routing, opportunity stage mapping, and data enrichment logic across Salesforce, Salesloft, and HubSpot.
  • Establish SLAs for lead response and follow-up, enforcing same-day actioning across AE and SDR teams.
  • Administer and enhance integrations between marketing automation and CRM tools.
  • Manage and evolve Zocks’ CPQ, order form generation, and contract approval workflows.
  • Partner with marketing to operationalize lead capture, ensuring all inbound leads are enriched, routed, and followed up on within SLA.
  • Create automated sequences for follow-ups by campaign type, optimizing for meeting conversion.
  • Document all core processes in a centralized playbook, focusing on efficiency and compliance.

Requirements

  • Bachelor’s degree or equivalent experience in Business, Finance, or related field.
  • 3–6 years of experience in Sales Operations, RevOps, or related GTM systems role at a B2B SaaS company.
  • Deep familiarity with Salesforce (administrator-level proficiency preferred).
  • Experience managing Salesloft, HubSpot, or comparable sales engagement and marketing automation tools.
  • Strong understanding of CPQ, quote generation, and order management workflows.
  • Analytical mindset with ability to translate data into insights and action.
  • Exceptional attention to detail, organizational skills, and follow-through.
  • Proven ability to thrive in a fast-paced, high-growth environment with same-day responsiveness expectations.
Benefits
  • Health insurance
  • 401(k) matching
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
lead-to-cash workflowslead routingopportunity stage mappingdata enrichment logicCPQorder form generationcontract approval workflowsautomated sequencesdata analysiscompliance
Soft skills
attention to detailorganizational skillsfollow-throughanalytical mindsetability to thrive in fast-paced environmentsame-day responsiveness