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Revenue Operations Manager [In Person, SF]

Overview

Recall.ai is experiencing rapid growth and is looking for a proactive, analytical, and technically adept Revenue Operations Manager to be the founding member of our RevOps team. In this role, you will directly influence revenue growth by optimizing sales processes, enhancing forecasting, and driving operational efficiency. You’ll work closely with the VP of Sales, our co-founder, as well as cross-functional teams (Marketing, Product, Finance), to ensure data quality, process optimization, and actionable insights. This is a high-impact individual contributor role with the potential to transition into a leadership position as the team and company continue to scale.

Key Responsibilities

  • CRM & Data Integrity: Oversee CRM hygiene, automation, and optimization for accurate sales data and accessible insights.

  • Forecasting & Pipeline Analysis: Develop and refine forecasting models; align assumptions with sales leadership.

  • Reporting & Analytics: Create dashboards for key metrics (conversion rates, deal velocity, revenue trends). Conduct root cause analyses for continuous improvement.

  • Process Optimization & Efficiency: Identify and resolve operational bottlenecks; implement workflows and automations.

  • Tech Stack Management: Manage the sales tech ecosystem (CRM, analytics tools), recommending enhancements to boost efficiency.

  • Sales Enablement & Collaboration: Develop enablement resources; partner with Marketing & Product on lead generation, handoffs, and expansion strategies.

  • Territory & Account Strategy: Define and optimize sales territories, ensuring adequate coverage and resource allocation.

  • Compensation & Enterprise Readiness: Administer sales compensation plans and support the Enterprise sales launch with scalable processes.

Qualifications

  • Technical Expertise: Proficiency in SQL (test required), plus hands-on CRM (Close, HubSpot) and data visualization experience (Metabase)

  • Analytical & Process Skills: Demonstrated ability to analyze sales data, conduct root cause analyses, and drive process improvements.

  • Sales Enablement Background: Familiarity with sales methodologies and enablement best practices.

  • Experience: 3+ years in RevOps, Sales Ops, or similar in a SaaS environment; success in cross-functional collaboration.

  • Work Style: Must be in office 4 days/week (5 during ramp); detail-oriented, data-driven, and adept at influencing without direct authority.

What You’ll Do

  • Establish RevOps Foundations: As the first hire, lay the groundwork for process excellence.

  • Drive Growth: Own forecasting, pipeline analysis, sales capacity planning, incentive design, and automation projects.

  • Annual Planning: Collaborate with Finance and leadership to set targets, allocate resources, and optimize incentives.

  • Scale & Leadership: Develop processes to support an Enterprise sales team, with a pathway to a potential leadership role.

 

Ready to shape Recall.ai’s revenue strategy and grow your career? Join us as our founding Revenue Operations Manager and make a lasting impact.

What You Should Know About Revenue Operations Manager [In Person, SF], Recall

At Recall.ai, we’re excited to announce an incredible opportunity for a proactive and analytical Revenue Operations Manager to join our dynamic team in San Francisco. As the founding member of our RevOps department, you will play a pivotal role in driving revenue growth and enhancing our sales processes. Imagine working closely with our VP of Sales and co-founder, as well as collaborating with cross-functional teams like Marketing, Product, and Finance, to ensure we’re utilizing data effectively and optimizing our processes. You will tackle key responsibilities such as maintaining CRM integrity, developing accurate forecasting models, and creating insightful dashboards that highlight essential sales metrics. Beyond the numbers, you’ll identify operational bottlenecks and implement automation solutions to streamline our workflows. This individual contributor role offers a unique opportunity to make a significant impact, with the potential for leadership as the team continues to expand. If you’re ready to establish RevOps foundations, drive growth through analysis and strategy, and be a crucial part of a rapidly growing company, then apply today to become our Revenue Operations Manager at Recall.ai and help shape our revenue strategy while advancing your career.

Frequently Asked Questions (FAQs) for Revenue Operations Manager [In Person, SF] Role at Recall
What are the main responsibilities of the Revenue Operations Manager at Recall.ai?

The Revenue Operations Manager at Recall.ai is responsible for overseeing CRM hygiene, developing forecasting models, creating insightful dashboards, and optimizing sales processes. Additionally, the role involves managing the sales tech stack and collaborating with various departments to improve operational efficiency and drive revenue growth.

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What qualifications are required for the Revenue Operations Manager position at Recall.ai?

To qualify for the Revenue Operations Manager role at Recall.ai, candidates should have at least 3 years of experience in RevOps or Sales Operations, preferably within a SaaS context. Proficiency in SQL, hands-on CRM experience, and skills in data visualization are essential. Familiarity with sales enablement methodologies and a detail-oriented work style are also important.

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How does the Revenue Operations Manager contribute to the growth strategy at Recall.ai?

The Revenue Operations Manager contributes to Recall.ai's growth strategy by driving accurate forecasting and pipeline analysis, optimizing sales territories, and enhancing collaboration between sales and marketing teams. This role is pivotal in establishing processes that facilitate scalability and support enterprise growth as the company continues to expand.

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What is the work style expected from a Revenue Operations Manager at Recall.ai?

At Recall.ai, the Revenue Operations Manager is expected to work in the office four days a week (five during ramp-up). The ideal candidate should be detail-oriented, data-driven, and skilled in influencing decisions without direct authority, showcasing strong analytical and communication capabilities.

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Is there potential for career advancement for the Revenue Operations Manager at Recall.ai?

Yes, the Revenue Operations Manager role at Recall.ai offers significant potential for career advancement. As the first hire in the RevOps team, the candidate will have opportunities to shape foundational processes and may transition into a leadership role as the company and team grow.

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Common Interview Questions for Revenue Operations Manager [In Person, SF]
Can you explain your experience with CRM systems relevant to the Revenue Operations Manager role?

In answering this question, focus on your hands-on experience with CRM systems like HubSpot or Close. Discuss specific projects where you improved data integrity or implemented automation to enhance sales operations.

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How do you approach forecasting and pipeline analysis in a revenue operations context?

Respond by emphasizing the methodologies you've used for developing forecasting models and aligning them with sales leadership. Highlight any specific metrics you track to improve accuracy and reliability.

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What techniques do you use for root cause analysis within sales processes?

Share examples of root cause analysis tools or frameworks you’ve used, such as the 5 Whys or Fishbone Diagram. Describe how these techniques have helped you identify and resolve issues affecting sales performance.

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How would you improve our current sales process if you were hired as the Revenue Operations Manager?

Suggest specific areas you would evaluate for improvement, such as CRM optimization, communication workflows between teams, or implementation of analytics tools. Provide a vision for how these changes could drive increased efficiency.

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Can you discuss a time you collaborated with marketing and sales teams to achieve a common goal?

Provide a narrative around a specific project where you worked jointly with marketing and sales. Highlight the goal, your role, the outcome, and any strategies you used to maintain effective collaboration.

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What is your experience with sales methodologies and enablement practices?

Share your familiarity with various sales methodologies, such as SPIN Selling or Challenger Sale. Discuss how you have implemented sales enablement resources in your previous roles to drive team success.

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How do you prioritize tasks and manage time in a high-pressure environment?

Discuss time-management techniques you use, such as the Eisenhower Matrix or prioritization frameworks. Relate your past experiences of handling multiple projects under tight deadlines.

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What strategies would you implement for territory and account optimization?

Talk about the criteria you would analyze for effective territory management, including market potential, client needs, and resource allocation. Provide examples of past successes with territory optimization.

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How would you handle conflicts or differing opinions during cross-functional projects?

Explain your approach to conflict resolution, such as fostering open communication, remaining objective, and focusing on common goals. Share an example of a past experience where you successfully navigated such conflicts.

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Why do you believe you are the right fit for the Revenue Operations Manager role at Recall.ai?

Summarize your relevant skills, experiences, and passion for the role. Match your qualifications with Recall.ai’s mission and culture, demonstrating why you are excited about the opportunity to contribute to the company's growth.

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Recall Corporation is a worldwide information management company headquartered in Alpharetta, Georgia, employing 3,000 people in 20 countries across five continents. Known worldwide for its reliability, Recall offers Document Management Services, ...

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Full-time, on-site
DATE POSTED
March 11, 2025

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