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Senior Revenue Operations Manager

What we do at Codat

Codat helps banks create stronger, data-driven relationships with their business customers. Our platform makes it easy for banks to access, synchronize, and interpret data from customers' financial software, enabling critical use cases such as supplier onboarding for commercial card and virtual card programs, and underwriting business loans.

We empower the world's largest banks to grow share of wallet, reduce churn, and scale operations efficiently. Codat is backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.

The Role

We are looking for a strategic and results-driven Senior Revenue Operations Manager to lead and optimize our commercial operations across two core business units at Codat. Reporting to commercial leadership, you will be a full-stack Rev Ops leader, driving the vision, strategy, and execution of processes that enhance revenue performance and operational efficiency. You'll leverage your expertise in data analysis, process optimization, and innovative technologies to drive results across sales, account management, implementation, customer success and solutions engineering. This is an opportunity to make an impact by building strategies that fuel growth and deliver exceptional value across the business. 

Responsibilities 

  • Strategic Impact: 

    • Leverage analytical expertise to collate, analyze, and interpret commercial data, providing clear insights that drive informed decision-making across the business. 

    • Partner closely with revenue leaders, finance, legal, and senior leadership to enhance operational efficiency, optimize performance, and elevate the capabilities of the commercial team and the broader organization.

  • Sales Process Design & Optimization:   

    • Build and enhance our sales processes based on insights gained through data.

    • Identify gaps, and drive through progressive solutions from idea to delivery.

    • Review and optimize commercial agreements to ensure accuracy, compliance, and profitability.

    • Coach the team around the new solution or process, build reporting functionality to measure progress and run enablement sessions across the organization to ensure everyone knows what excellence looks like. 

    • Build and enforce processes around sales methodologies like GAP selling and MEDDPIC.

  • Tech Stack Visionary: 

    • Own our Salesforce instance and take responsibility for enhancements, coaching around best practices and generating insights. 

    • Evaluate, implement and maintain the revenue tech stack at Codat. This includes SFDC, Hubspot, Apollo, Lucid, DocuSign, LinkedIn Sales Navigator.

    • This person will be responsible for staying on the forefront of new technologies, identifying gaps and inefficiencies in our process and uplevelling the organization through new technology solutions. 

    • Leverage current and new AI solutions to streamline operations and maximize output.

  • Master of Data Storytelling: 

    • Transform complex data into compelling narratives that drive strategic decisions and business growth.

    • Develop and maintain dashboards and reports that highlight key revenue metrics, providing actionable insights to sales, marketing, and customer success teams. 

    • Effectively communicate trends, opportunities, and risks to senior leadership, empowering them to make data-driven decisions with confidence.

  • Champion Cross-Team Alignment 

    • Act as the central point of alignment between sales, account management, legal and finance, ensuring seamless collaboration and data consistency across departments. 

    • Act as a close partner to sales, account management and leadership, helping uncover blind spots and uplevel the way we operate.

  • Operational Management

    • Design, implement, and manage sales compensation plans that align with business objectives.

    • Analyze quota attainment data to assess and measure performance

What makes a great Rev Ops Manager at Codat

  • Strategic & Tactical – Balances big-picture vision with hands-on execution

  • Data Fluent – Leverages data to guide decisions and optimize performance.

  • Process & Automation Focused – Builds scalable, efficient workflows.

  • Proactive Problem Solver – Anticipates challenges and implements solutions.

  • Collaborative Partner – Aligns cross-functional teams for seamless execution.

  • AI-First Mentality – Embraces AI tools to drive efficiency and insights.

Why Join Codat?

  • Opportunity to lead and shape our global commercial strategy across two key markets, U.K. and U.S., within a rapidly growing fintech company. 

  • Collaborative and supportive work environment, driven by our core values: Useful, United, and Unstoppable.

  • Significant opportunity for career growth and development.

  • Build commercial strategy oriented around selling to the fastest growing, most innovative Banks and Fintechs in the world.

  • Work on a product suite that is changing the way that small businesses interact with financial services.

Benefits & Perks

We offer a range of benefits including:
🥼 Healthcare- We provide private health insurance through vitality after probation.
🌴 Holiday- 25 days+  bank holidays - rising one day per year of service up to 30 days.
🧩 Equity - Success is a team game and everyone receive's a piece of the success

Perks:
We have a range of other perks available from: Cycle to work schemes, charitable giving, tech benefits etc

🏢 Where we work
We have an office in the Farringdon, London. We always encourage & recommend time spent in person with colleagues but provide the flexibility to make this work for you. 

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CEO of Codat
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Peter Lord
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Average salary estimate

$90000 / YEARLY (est.)
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$80000K
$100000K

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What You Should Know About Senior Revenue Operations Manager , Codat

At Codat, we're on a mission to empower banks to forge stronger, data-driven connections with their business customers. As a Senior Revenue Operations Manager based in London, your role is pivotal in optimizing our commercial operations across two core business units. You'll collaborate directly with our commercial leadership to shape the vision and execution of revenue-enhancing strategies that drive operational efficiency. If you're passionate about leveraging data to influence decision-making and improve performance across sales, account management, and customer success, this job is for you. Your analytical expertise will be essential to collate and interpret commercial data, revealing insights that help steer our business forward. You'll also be tasked with designing and refining sales processes, ensuring that our commercial agreements are not only compliant but also profitable. Managing our Salesforce instance and seeking out innovative tech solutions will be key to maximizing our operational potential. Your role will also involve creating compelling narratives from complex data, empowering senior leadership to make confident, informed decisions. In addition, you'll serve as the linchpin for cross-team collaboration, aligning efforts between sales, finance, and legal. Joining Codat means being a part of a supportive and collaborative environment, where your contributions can truly make a difference. We value strategic vision along with hands-on execution, and you're encouraged to embrace AI tools to drive efficiency. If you're ready to step into a role where you can lead and shape our global strategy while contributing to a pioneering product suite, we can't wait to hear from you!

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

The Senior Revenue Operations Manager at Codat is responsible for leading and optimizing commercial operations across two key business units. This includes leveraging analytical expertise to drive data-informed decision-making, enhancing sales processes, managing Salesforce and the tech stack, and fostering collaboration across teams. It's a multifaceted role that focuses on both strategy and execution.

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What qualifications are required for the Senior Revenue Operations Manager role at Codat?

Candidates for the Senior Revenue Operations Manager position at Codat should possess a strong background in revenue operations and data analysis. Ideal qualifications include experience managing sales processes, expertise in Salesforce, and a strategic mindset. Familiarity with financial technologies and excellent communication skills are also crucial for this role.

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How does the Senior Revenue Operations Manager at Codat contribute to sales performance?

The Senior Revenue Operations Manager at Codat contributes by analyzing commercial data to identify opportunities for improvement and by designing effective sales processes. Their role extends to coaching the sales team and implementing methodologies to ensure that the entire organization aligns on performance metrics and best practices.

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What is the work culture like at Codat for the Senior Revenue Operations Manager?

Codat fosters a collaborative and supportive work environment. As a Senior Revenue Operations Manager, you will be part of a team that values open communication and teamwork, aligning cross-functional efforts to achieve common goals. The company emphasizes growth and development, making it an exciting place for innovative professionals.

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What are the growth opportunities for a Senior Revenue Operations Manager at Codat?

The role of Senior Revenue Operations Manager at Codat presents significant opportunities for career growth. With Codat’s commitment to innovation in financial technology, you will have the chance to influence global strategies, develop new processes, and work with some of the fastest-growing banks and Fintech companies, paving your path while contributing to a dynamic industry.

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Common Interview Questions for Senior Revenue Operations Manager
Can you describe your experience with data analysis as it relates to revenue operations?

Discuss specific projects where you've used data analysis to drive decision-making. Highlight how you identified trends, developed insights, and implemented changes that improved revenue performance.

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What methods do you use for optimizing sales processes?

Share examples of how you've analyzed sales processes in the past to find inefficiencies. Explain any methodologies you've implemented, like GAP selling or MEDDPIC, to enhance productivity.

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How do you ensure alignment between various departments?

Describe your approach to facilitating communication and collaboration between sales, finance, and account management. Provide examples of tools or meetings you’ve used to ensure everyone is on the same page.

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What is your experience with Salesforce and other revenue tech stacks?

Discuss your proficiency with Salesforce, including any specific features or integrations you've optimized. Mention your approach to evaluating and implementing technologies that enhance operations.

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How do you handle challenges in revenue operations?

Provide an example of a significant challenge faced in revenue operations and detail how you anticipated potential issues, devised a solution, and executed the plan to overcome it.

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What role does AI play in your view of revenue operations?

Explain how you've integrated AI tools into your financial strategies, providing specific instances where AI helped streamline operations or offered insights for performance improvement.

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Can you give an example of how you’ve communicated complex data to senior leadership?

Describe a specific scenario where you transformed complex analytical data into actionable insights for leaders. Discuss the tools and narratives used to convey your messages effectively.

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What strategies do you employ to evaluate and improve team performance?

Share techniques you've used for measuring performance metrics and your experience developing training sessions or workshops to improve team skills and knowledge around new processes.

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How would you design a sales compensation plan?

Discuss the elements you consider crucial when designing compensation plans, including the alignment with business objectives, motivation of the salesforce, and measurable performance standards.

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What do you see as the biggest trend in revenue operations today?

Talk about any current trends you've noticed in revenue operations like data-driven decision-making or the increasing reliance on technology and automation. Explain how these influence your strategies.

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Weekday AI Remote No location specified
Posted 8 days ago

The ideal candidate will enhance revenue operations by bridging marketing, sales, and customer success through data-driven strategies and tech solutions.

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Full-time, hybrid
DATE POSTED
April 11, 2025

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