Senior Manager - Revenue Operations

6 days ago

Apply Now

Receive Emails with Similar Jobs

InvestNext

WebsiteLinkedInAll Job Openings

InvestNext is a platform that provides essential tools for general partners (GPs) and investor relations teams involved in real estate investing. It offers integrated solutions that enable efficient capital raising, investor management, and industry compliance. The platform facilitates a seamless experience for investors through features like automated distributions, investor portals, CRM functionalities, and secure KYC/AML verification. InvestNext enhances the real estate investment process by offering a comprehensive suite of services that streamline operations, improve investor interactions, and ensure compliance with regulatory standards. Its robust architecture aids GPs in managing capital, fostering strong investor relationships, and optimizing investment processes with ease and security.

Investment Management • Real Estate Funds • Fundraising • Investor Relations • CRM

11 - 50 employees

Founded 2016

💳 Fintech

🏠 Real Estate

💸 Finance

💰 $8.3M Series A on 2023-03

📋 Description

• The Sr. Manager, Revenue Operations is the architect of our internal tech stack and strategic partner to leadership, working to build and optimize our revenue machine. • This role will provide our Sales, Marketing, and CX teams with the tools and systems needed to excel in their functions, owning data integrity and structure to develop actionable reporting. • They are expected to be a champion of change, identifying strategic insights to drive better outcomes for the team as a whole. • This role is expected to deeply understand each team's core workflows and challenges and map them to technical architecture designed to drive efficient outcomes. • Finally, this role will work cross-functionally with leaders to assist with change management and ensure alignment across teams. • Joining an Operations team of 1, this role will have a tremendous impact on the organization's performance. • It is a unique opportunity to work alongside executive leaders and have a lot of autonomy across your portfolio. • The right person to join this team will have a deep sense of ownership over their work, find incredible joy in solving problems, and have a natural bias to action. • For the right person, this is a chance to build a machine that drives future growth on top of a solid foundation and positive business momentum. • Help develop strategy: Be an active participant at the Revenue leadership table to bring your technical architecture expertise and unique perspective with a deep understanding of current performance and trends. • Identify & action insights: Actively seek out, validate, and share unique insights, ideas, or trends with the broader team to drive accountability and ongoing improvement. • Be the project manager: Ensure that new initiatives have the buy-in and resources needed to start, then execute with a high degree of focus. • Architect tech stack: From note-taking to core CRM, you will own the software products that the team relies on and are expected to source, implement, and maintain them in top shape. • Train the team: a system is only as good as its users, and you’ll work closely with each team to ensure members are comfortable and adopting best practices and workflows. • Own data structure & integrity: Ensure that the data created in core systems is accessible, complete, and consistent. • Visualize data: Ensure that every team member is being provided with the relevant information for their role in an accessible way. • Automate: Find ways, large and small, to reduce the manual work needed for team members to complete core workflows where they do not add value. • Troubleshoot day to day: Be the go-to person for anyone experiencing a blocker in their daily workflows and help resolve it and ensure it doesn’t happen again. • Document everything: Maintain accurate records of our systems, workflows, and processes. • Adopt new technologies: Be on the lookout for new products and technologies that will serve our team and explore. • Duct tape (where needed): Don’t be afraid to implement short term fixes and workarounds where they are the best option.

🎯 Requirements

• Ability to act as a consultant to understand the needs of a stakeholder and come up with potential solutions, then as a project manager to execute a solution and facilitate the change management for impacted team members • Confidence in your skills and abilities to manage expectations and needs across the team, acting as a steward of the infrastructure that runs our revenue operations • Experience building multi-system architecture that minimizes cost and complexity while delivering a best in class experience for users • Solid understanding of sales and marketing strategy and best practices • Significant Salesforce experience, including: • Custom development (or other creative technical solutions to problems) • External app integrations • Managing data structure • Development of reports and dashboards • Extensive use of automation tools, including Zapier & Salesforce Flows • Preferred to have examples beyond the out of the box triggers and actions • Experience managing vendor relationships, including procurement and renewal negotiations • Comfort working independently with a high degree of autonomy

🏖️ Benefits

• Fully remote work, within the US and Canada • Robust 99% employer-paid medical, dental, and vision insurance • 401k with 100% employer match, up to 4% of your annual salary • Generous monthly allowance to support your wellness and remote work • Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout • 11 company-wide holidays per year • 16 weeks of paid parental leave • Travel to spend time with the team, including company-wide offsites • Laptop of choice