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Manager, Revenue Operations

OnePlan Solutions • San Marcos, California, United States • Full-time

$90,000

per year

Process Improvement SaaS Revenue Operations Business Intelligence Forecasting Sales analysis

Job Description

Manager, Revenue Operations

Department: Finance and Operations

Employment Type: Permanent - Full Time

Location: United States (Remote)

Reporting To: Melissa Duncan

Description

At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.

What Makes us Unique?

What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.

What You’ll Do at OnePlan

Revenue Insights & Business Strategy

Analyze sales performance, marketing impact, and customer success metrics to uncover trends and inform decision-making.
Develop forecasting models that provide a clear view of revenue projections and business health.
Assess customer acquisition, retention, and expansion trends to identify areas for growth and improvement.
Deliver reports and strategic recommendations to the CEO and leadership team to guide business priorities.

Process Improvement & Operational Alignment

Work closely with sales, marketing, and customer success to ensure operational efficiency and seamless handoffs between teams.
Identify bottlenecks in revenue processes and propose solutions to improve deal velocity, conversion rates, and retention.
Evaluate and refine lead management and sales funnel strategies to maximize efficiency and outcomes.

Data Management & System Optimization

Ensure the integrity, accuracy, and accessibility of revenue-related data within Salesforce and other GTM tools.
Oversee the Salesforce Administrator, ensuring that CRM functionality supports business needs.
Partner with finance on revenue reporting, quota setting, and performance analysis.

Cross-Functional Collaboration

Act as a strategic partner to leadership, providing insights that support data-driven decision-making.
Work with marketing to assess campaign performance and attribution, ensuring alignment with revenue goals.
Support sales enablement efforts by providing insights on win/loss trends and competitive positioning.

Our Ideal Fit

5+ years of experience in revenue operations, business intelligence, or a related role.
Strong analytical skills with the ability to interpret complex data and communicate insights effectively.
Proficiency in Salesforce and experience with other GTM tools (e.g., HubSpot, Marketo, Tableau, Looker).
Understanding of sales processes, customer lifecycle metrics, and revenue forecasting.
Ability to work across teams, influence decision-making, and drive process improvements.
Experience in a SaaS or technology-driven business is a plus.

More Reasons Why You Should Apply!

We’re a remote-first company with team members across the USA, Canada, UK, and India!
OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
We offer comprehensive health, dental, and vision benefits, with additional insurance options.
Employer RRSP and 401K matching programs.
A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!

At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.

Upon receipt of an offer letter, candidates will be subject to a standard background check process.

Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.

Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/