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Revenue Operations Manager

At LumiQ, we’re on a mission to make professional education enjoyable. As a modern, audio-first learning platform, we empower accounting and finance professionals to fulfill their continuing professional development requirements through engaging podcasts. Over the past five years, we’ve cultivated a devoted customer base of over 1,000 corporate and accounting firms across North America.


LumiQ is proud to be a 2024 Deloitte Fast 50 winner. We’re creating awesome proprietary content, nailing our go-to-market strategy, and being the first to shake up the industry. Most recently, we secured a strategic investment from Vertu Capital to fuel our expansion globally and continue executing on our exponential growth plans.


LumiQ is also a certified Great Place to Work! We’re all about transparency, ownership, innovation, and empathy. If you’re ready to make a real impact and help us transform professional education, we’d love to hear from you!


The RevOps Manager will be responsible for supporting the alignment of sales, marketing, and customer success teams to enhance the customer journey and drive revenue growth. This role involves creating and analyzing performance reports, assisting with budgeting and forecasting, and helping to maintain accurate dashboards that track key performance indicators (KPIs). The RevOps Manager will collaborate with revenue teams to monitor performance, improve processes through automation, and ensure data integrity. Additionally, this role provides support in tracking sales performance and identifying opportunities for operational improvements.


Who’s The Team?

The Revenue Operations (RevOps) at LumiQ integrates the sales, customer success, and marketing teams to streamline and enhance the customer journey. The team is dedicated to aligning all revenue-generating teams around shared KPIs, eliminating silos, and fostering a culture of data-driven decision-making to drive business growth and improve efficiency.


What You'll Be Responsible For:
  • Develop and analyze revenue and performance reports, including variance analysis and detailed commentary, to provide actionable insights that support strategic business and operational decisions.
  • Design, maintain, and optimize revenue-focused dashboards and reports that accurately reflect key performance indicators (KPIs), enabling informed management decision-making.
  • Support the annual budgeting process by providing historical data, detailed analysis, and insights to guide future financial planning and resource allocation.
  • Prepare and analyze budgets, forecasts, and operational outcomes to evaluate sales performance, identify trends, and recommend improvements.
  • Collaborate closely with the Sales team to track performance, assess lead quality, and evaluate sales outreach effectiveness, ensuring alignment with overall business goals.
  • Drive operational efficiency by automating data imports, reporting processes, and forecasting workflows, reducing manual effort and improving the speed of decision-making.
  • Assist with data enrichment, list-building, and data integrity initiatives, ensuring operational and analytical data is accurate, up-to-date, and reliable.
  • Collect, clean, and prepare data from multiple sources, ensuring its accuracy and consistency for high-quality business analysis and reporting.


Who You Are:
  • Results-driven with a proactive mindset, complemented by strong analytical and organizational abilities.
  • Proven track record of strategic thinking, driving initiatives that optimize revenue processes and aligning operations with company objectives.
  • Exceptional attention to detail, coupled with advanced problem-solving skills and excellent written and verbal communication.
  • Skilled at executing tasks independently and meeting deadlines in fast-paced, high- pressure environments.
  • 5+ years of relevant experience, ideally within RevOps or FP&A, collaborating with revenue teams such as Sales and/or Customer Success.
  • Proficient in CRM systems like Salesforce and sales reporting tools.
  • Post-secondary degree in Business, Finance, or Mathematics.
  • Advanced expertise in Microsoft Excel, with a strong ability to work with large datasets and complex data analysis.
  • Comfortable navigating ambiguity, effectively managing upward, and thriving both independently and as part of a team.
  • Demonstrated flexibility to accommodate changing priorities and a strong ability to manage multiple deliverables effectively.


If you think your experience is most of the way, there we’d still love to meet you!


Please note this is a flexible hybrid role based out of Toronto, Canada. Employees will be expected to be able to commute to the office 2 times a week. However, for training & onboarding purposes, the in-office expectation time will increase.


Benefits and Perks:

- Health Benefits are available after 3 months with us, including a yearly health spending account. You'll also have access to an Employee Assistance Program for additional support if needed.

- Hybrid Work Style: The best of both worlds. Enjoy remote work and a downtown Toronto office with snacks, events, and ping pong.

- Monthly team social events: (Super Smash Bro party, hot chocolate bar, Blue Jays game, Hot One's Challenge are just a few examples of what we have done in the past).

- Schedule flexibility: We know our employees have lives outside of work and don’t mind if you need to run to a mid-day doctor's appointment or pick up a kid early from school!

- Nomad policy: Work remotely 4 weeks of the year from anywhere in the world.

- Endless Learning: Our platform isn't just for accountants. Listen to podcasts on soft skills, career development, leadership, and more.

- LumiQ Clubs: Join an existing club or start your own!

Average salary estimate

$95000 / YEARLY (est.)
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$80000K
$110000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Revenue Operations Manager, LumiQ

At LumiQ, we’re looking for a passionate Revenue Operations Manager to join our vibrant team in Toronto! Our mission is to revolutionize professional education through engaging audio-first learning experiences that help finance and accounting professionals thrive. As part of our award-winning company, you will play a vital role in aligning our sales, marketing, and customer success teams. This collaboration will not only enhance the customer journey but also drive impressive revenue growth. In this dynamic position, you’ll be responsible for analyzing performance reports, assisting with budgeting and forecasting, and creating easy-to-understand dashboards that highlight key performance indicators (KPIs). A sharp analytical mindset will help you work closely with our revenue teams to monitor performance and identify opportunities for improvement, while you also ensure data integrity across all operations. We pride ourselves on fostering a culture of innovation and empathy here at LumiQ, and we’re eager for someone like you who shares our values and wants to make a real impact. If you’re excited by the prospect of working in a fast-paced environment where your insights will shape our future, then we’d love to connect with you. With a flexible hybrid work model and an array of benefits, including health coverage and opportunities for continuous learning, LumiQ is not just a workplace; it’s a place where you can grow alongside a team dedicated to transforming professional education.

Frequently Asked Questions (FAQs) for Revenue Operations Manager Role at LumiQ
What are the responsibilities of a Revenue Operations Manager at LumiQ?

As a Revenue Operations Manager at LumiQ, you will be tasked with aligning the sales, marketing, and customer success teams to enhance the overall customer journey. Key responsibilities include developing and analyzing revenue performance reports, supporting the budgeting process, and maintaining dashboards that reflect critical KPIs. You will also collaborate closely with our sales team to evaluate lead quality and improve performance, ensuring efficient data processing and reliable reporting.

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What qualifications do I need for the Revenue Operations Manager position at LumiQ?

To qualify for the Revenue Operations Manager role at LumiQ, candidates should have 5+ years of relevant experience in RevOps or FP&A. A post-secondary degree in Business, Finance, or Mathematics is required, along with strong analytical and organizational skills. Proficiency in CRM systems like Salesforce and advanced Microsoft Excel skills are essential. You should be comfortable in fast-paced environments and possess excellent written and verbal communication abilities.

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How does LumiQ support the growth and development of their Revenue Operations Manager?

LumiQ is dedicated to the professional growth of all employees, including the Revenue Operations Manager role. We provide endless learning opportunities through our platform, allowing you to explore topics beyond your immediate job description. Moreover, our flexible work environment encourages employees to participate in a variety of social events and fosters a culture of collaboration and innovation, making personal and professional development a priority.

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What is the company culture like for a Revenue Operations Manager at LumiQ?

At LumiQ, we pride ourselves on creating an engaging and inclusive company culture. As a Revenue Operations Manager, you will be part of a team that emphasizes transparency, ownership, and empathy. Our culture revolves around collaboration to eliminate silos between teams, ensuring that everyone works towards common goals effectively. Monthly team events and a flexible work style complement our commitment to employee well-being and satisfaction.

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Is the Revenue Operations Manager position at LumiQ a hybrid or remote role?

The Revenue Operations Manager position at LumiQ is a flexible hybrid role, where you'll primarily work remotely but are expected to commute to our downtown Toronto office a couple of times a week. This setup allows you to enjoy the best of both worlds while collaborating with your team and participating in office activities and events to strengthen connections.

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Common Interview Questions for Revenue Operations Manager
Can you describe your experience with performance reporting as a Revenue Operations Manager?

In my previous roles as a Revenue Operations Manager, I regularly prepared performance reports that targeted key areas for improvement. I utilized various tools to analyze sales data and establish meaningful KPIs. When answering this question, focus on the types of reports you created or managed, analytics tools you used, and how your insights contributed to revenue growth.

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How do you ensure collaboration between sales, marketing, and customer success teams?

Collaborating is vital in a Revenue Operations Manager role. I organized regular meetings across departments to synchronize objectives and track progress. When responding, emphasize effective communication strategies, your ability to bridge gaps between teams, and examples of successful joint initiatives that resulted in improved performance.

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What is your approach to budget forecasting in revenue operations?

In my experience with budget forecasting, I’ve found that utilizing historical performance data combined with market trends allows for more effective predictions. Detail the methods you’ve applied to forecast accurately, and mention any specific tools or models that assisted in this process when answering this question.

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How do you handle data integrity issues in reporting?

To maintain data integrity, I implement strict checks and validation processes to ensure accuracy. You should discuss examples where you identified discrepancies and the corrective actions you took. Highlight your ability to clean data and ensure consistent quality for reliable reporting.

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Can you give an example of how you've improved operational efficiency in your previous roles?

I once identified a manual reporting process that was causing delays in decision-making. I automated this process, significantly reducing time spent on data collection. When answering, provide specific metrics or results that demonstrate the positive impacts of your initiatives on operational efficiency.

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What CRM systems have you worked with, and how do you optimize their usage?

I have extensive experience with Salesforce, where I've customized dashboards to measure performance metrics relevant to RevOps. Highlight instances of how you tailored the CRM to better serve your team's needs and ensure efficiency in sales processes and reporting.

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Describe a time when you had to manage conflicting priorities. How did you handle it?

In situations where priorities conflict, I prioritize based on alignment with business goals. Describe a scenario where you effectively balanced multiple deliverables and the strategies you employed to maintain communication with stakeholders while achieving results.

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How do you analyze and interpret sales performance data?

I utilize various analytical frameworks to interpret data, focusing on identifying trends and variances. When answering, share specific methods or tools you used to dissect sales performance and how your insights influenced strategic decision-making.

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What strategies would you propose to improve team collaboration within revenue operations?

I believe in establishing open lines of communication through regular cross-departmental meetings and collaborative tools. When responding, suggest practical methods based on your previous experiences that helped foster teamwork and collective effort towards common objectives.

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How do you ensure your revenue operations strategies align with overall business goals?

To ensure alignment, I regularly examine our business objectives and adjust our strategies accordingly. Explain how you keep stakeholders informed and engage them in the planning process, particularly how you adapt your strategies to changing business landscapes.

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Lumiq is an intuitive platform backed by cutting edge systems, which allows the Advisor to collaborate efficiently with technology. Our technology guides smarter investment decisions along each step of the way regardless of market dynamics, views ...

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April 10, 2025

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