As a Revenue Operations Manager, you will play a critical role in aligning and optimizing the entire revenue generation process across Marketing, Sales, and Client Success throughout the client lifecycle. You will be responsible for managing Salesforce, forecasting revenue, creating presentations, updating reports, and streamlining processes. This position offers significant opportunities to collaborate closely with the heads of Sales, Marketing, Client Success, and Finance. This role is ideal for someone who excels in ambiguity, is passionate about process optimization, building reporting frameworks, and driving improvements within a high-growth environment to scale our go-to-market team.
Posh is a fast-growing, award-winning SaaS company revolutionizing the way financial institutions serve their communities. Backed by top-tier investors and with over $45 million in funding, we're making customer support more accessible, fast, and enjoyable through innovative AI solutions. Our AI assistants enhance both digital and voice channels, empowering staff and delighting customers. Come build with us and shape the future of AI in fintech.
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Join Posh as a Revenue Operations Manager and be at the forefront of revolutionizing how financial institutions serve their communities! In this remote role, you will align and optimize the revenue generation process across Marketing, Sales, and Client Success throughout the client lifecycle. Your responsibilities will range from managing Salesforce and forecasting revenue to creating compelling presentations and streamlining operational processes. This is an incredible opportunity for someone who thrives in dynamic environments and is passionate about process optimization and reporting frameworks. At Posh, you’ll collaborate closely with key stakeholders from various departments to drive efficiency and growth, design sales processes, set quotas, and develop commission plans while leading and executing multiple projects. You’ll also dive deep into analytics and reporting, tracking the sales pipeline, identifying trends, and making data-driven recommendations. It's all about enhancing workflows and improving organizational efficiency! If you have a solid background in revenue operations or related fields, strong analytical skills, and a knack for CRM systems like Salesforce or Hubspot, this position could be a fantastic fit. On top of that, you'll enjoy a competitive salary, professional growth opportunities, and the chance to significantly impact the evolving landscape of AI and fintech. Get ready to join an innovative team and shape the future - apply today!
Our mission is to bring better digital banking experiences to every financial institution. Banks and credit unions thrive when their customers thrive. Our top priority is a flawless end-user experience that’s accessible to all. A close second, th...
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