About the Role
The Sales & Revenue Operations Manager is the operational backbone of Payliance's go-to-market function. You'll drive pipeline visibility, CRM integrity, and cross-functional accountability - partnering with Sales, Finance, Product, and Risk to equip the revenue organization with the tools and insights needed to exceed targets.
This is a high-impact, high-visibility role for an analytical, detail-oriented operator who thrives in fast-moving environments and can translate data into action.
What You'll Do
Pipeline & Revenue Analytics
• Own pipeline health, funnel analytics, and sales forecasting; surface risks and opportunities proactively.
• Build and maintain Salesforce/HubSpot reporting frameworks, stage definitions, and data standards.
• Develop commercial scorecards and KPI dashboards for leadership decision-making.
• Analyze revenue trends, booking patterns, and sales velocity to drive continuous improvement.
CRM & Sales Operations
• Administer and optimize Salesforce/HubSpot configuration, workflows, and automation.
• Maintain account mapping, contact hygiene, lead routing, and process documentation.
• Drive user adoption through training, SOPs, and ongoing enablement.
Territory, Quota & Compensation
• Support territory design, quota modeling, and comp plan development for direct and channel teams.
• Track performance against quota; ensure accuracy and fairness in commission calculations.
Cross-Functional Collaboration & Enablement
• Deliver timely data, reports, and insights to support deal strategy and execution.
• Align with Marketing on lead definitions, SLAs, and campaign tracking.
• Partner with Finance and Risk on deal structuring and post-close operations.
• Support annual planning, SKO, tool evaluations, and process redesign initiatives.
How Your Success Will Be Measured
• CRM Data Quality: Pipeline completeness, forecast accuracy, and hygiene scores across Salesforce/HubSpot.
• Operational Efficiency: Reduced manual effort, faster deal cycles, and measurable improvement in tool adoption.
• Forecast Reliability: Monthly and quarterly revenue predictions that leadership can act on with confidence.
• Cross-Functional Impact: Effective, timely partnership with Finance, Product, Risk, and Marketing.
Compensation & Benefits
• Competitve base salary based on experience and scope.
• Performance-based annual bonus.
• Medical, Dental, and Vision insurance.
• 401(k) with company match.
• Generous PTO plus paid company holidays.
• Company-paid life and long-term disability insurance.
• Paid parental leave.
Work Environment
Hybrid - based in Columbus, OH with a mix of in-office and remote work. Occasional travel may be required for team on-sites or company events.
Requirements
What You'll Bring
Required Qualifications
• 4-7 years in Sales Operations, Revenue Operations, or a comparable role.
• Hands-on Salesforce and/or HubSpot administration and configuration experience.
• Strong analytical skills with the ability to translate data into clear, actionable insights.
• Excellent communicator; comfortable influencing across Sales, Finance, Product, and Risk.
• Proficiency in Excel; SQL or similar a plus.
• Genuine openness to adopting AI tools and a willingness to experiment with new technology to work smarter and faster.
Preferred Qualifications
• Experience in payments, fintech, or a regulated industry.
• Familiarity with 6sense, Gong, Outreach, Salesforce CPQ, or similar sales tech.
• Understanding of ACH, card processing, or lending workflows.
• Background in channel partner management or sales compensation design.
• Experience working in a private equity-owned, venture-backed, or high-growth startup environment.
• Demonstrated ability to leverage AI tools to improve pipeline reporting, forecast accuracy, or operational workflows.
