Revenue Operations & Planning Manager

The Revenue Operations and Planning Manager provides clarity and predictability to our revenue engine.

Reporting to the VP of Sales and Marketing, this position is critical in driving revenue intelligence and transforming pipeline data into actionable insights to ensure scalable growth.

Key responsibilities include building and maintaining the revenue related systems that give our leadership team complete pipeline visibility and ensuring confidence in our revenue forecasts.

Primary Duties and Responsibilities:

Revenue Intelligence & Forecasting

• Design & maintain pipeline forecasting models that predict revenue with increasing accuracy
• Create forward-looking financial models that inform strategic decisions
• Conduct upsell and account usage analysis to identify expansion opportunities
• Develop scenario planning models for new business initiatives
• Provide weekly pipeline visibility reports and monthly forecast updates

Operations & Planning

• Build and maintain dashboards that give teams decision-grade data
• Provide quarterly operational reporting for board and leadership team
• Manage Salesforce data integrity and reporting architecture
• Streamline sales operations processes and file management
• Track and report on new business case performance throughout the year

Reporting & Analytics

• Manage quarterly data file distribution to customers
• Administer invoice submission process and compliance reconciliation
• Conduct salary benchmarking and compensation analysis
• Maintain conference sales tracking and ROI analysis
• Oversee budget tracking for both revenue and expenses

Additional Responsibilities:

• Additional duties as assigned.

Critical Competencies

• Ownership & Execution - Demonstrates a sense of ownership to drive issues to closure, maximizes the use of existing processes while continuously pursuing ways to improve efficiencies, sets aggressive goals, monitors progress, and delivers results, seizes more opportunities than others
• Collaboration & Teambuilding - Builds and maintains relationships to successfully work toward common strategic goals, creates strong morale and spirit, fosters open dialogue, creates a sense of unity among team
• Enthusiasm & Passion - Communicates a compelling and inspired vision of core purpose, focused on the future (not the past), inspires others to take the journey, sparks passion and creativity among those around them

The Individual:

• Strong analytical mindset with ability to translate data into actionable insights
• Attention to detail while maintaining strategic perspective
• Proven ability to build financial models and forecasts from scratch
• Proficient in Excel and Google Sheets
• Experience with Salesforce reporting and administration
• Experience with BI tools (Tableau, Looker, Power BI)
• Basic SQL skills
• Knowledge of data center or infrastructure markets plus
• Background < 100-person company environments
• Combined experience in sales operations and finance

Qualifications:

• Work full-time in the Dallas, TX office
• 5+ of experience in Revenue Operations, Sales Operations, or Finance within in a B2B SaaS environment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.

Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.