Revenue Operations Manager

ABOUT UPCLEAR

UpClear makes a SaaS revenue management software that is used by some of the most recognizable consumer goods brands in the world. Our system supports Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning and Revenue Management.

We serve more than 80 brands in over 30 countries. Our growth is substantial and consistent; we have been on the Inc 5000 list of fastest growing private companies for nine years.

UpClear's global headquarters is in New York City and we have international offices in London, Paris, and Hong Kong.

About The Role

We are seeking a skilled and experienced Revenue Operations Manager to join our team in the Software as a Service (SaaS) Consumer Packaged Goods (CPG) industry. The ideal candidate will be responsible for overseeing business planning, project delivery updates, expense analysis, revenue review, and a range of strategic functions to optimize revenue operations within the organization. This pivotal role requires a proactive individual with a keen eye for data analysis, process improvement, and cross-functional collaboration.  

Some of your time will also be dedicated to general Operations. 

Key Responsibilities: 

Internal Coordination: 

• Coordinate internal efforts between Product, Marketing, Sales, and Customer Success teams, facilitating collaboration on features, pricing, pipeline management, and revenue planning. 
• Manage and coordinate projects to ensure they address identified critical issues and align with revenue objectives. 
• Work cross-functionally with relevant departments to ensure alignment and informed decision-making. 
• Prepare comprehensive reports and presentations for monthly business development meetings, highlighting key insights and strategic initiatives. 

Targets and Reporting: 

• Develop and maintain robust systems for monitoring and analyzing revenue performance metrics.  
• Regularly review revenue data, identifying trends, and providing actionable insights to enhance revenue streams. 
• Set targets and facilitate reporting mechanisms for revenue planning, pipeline management, leads generation, and commission tracking. 

Expense Analysis and Optimization: 

• Conduct comprehensive analysis of expenses related to revenue-generating activities. 
• Evaluate processes, programs, and systems to increase revenue, minimize costs, and improve customer satisfaction, addressing systemic root causes of chronically recurring problems. 

CRM Practice and Training: 

• Oversee CRM practices, including training, maintenance, and reporting, serving as the 'CRM Master' within the organization. 

Marketing and Sales Process Support: 

• Provide logistical support for marketing and sales processes, including RFP process support, scheduling, resource allocation, and maintaining a comprehensive resource calendar. 

Sales Enablement: 

• Develop and provide sales enablement resources, including content creation, PowerPoint presentations, and ongoing support for the sales team. 

Sales Quotes and Proposals: 

• Manage the creation, workflow, and quality assurance of sales quotes and proposals, ensuring accuracy and effectiveness. 

Client Onboarding Process Support: 

• Support the seamless transition of prospects to clients by facilitating an efficient client onboarding process. 

General Operations: 

Support Employee Onboarding and Knowledge Sharing: 

• Assist with new employee onboarding, ensuring they receive necessary internal resources to integrate into the team effectively. 
• Implement strategies to encourage knowledge sharing and collaboration among team members, fostering a culture of continuous learning and development. 

Manage Internal Systems and IT: 

• Oversee the management and optimization of internal systems and IT infrastructure to streamline operations and enhance productivity. 
• Collaborate with IT vendors and internal stakeholders to address technical issues promptly and ensure smooth functioning of essential systems. 

Support Leadership Communications, Presentations, Office Admin: 

• Assist in crafting and disseminating communications from leadership to the wider team, ensuring clarity, consistency, and alignment with organizational objectives. 

Requirements

• Bachelor’s degree in Business Administration, Finance, or related field (Master’s degree preferred). 
• 5+ years of proven experience in revenue operations, business analysis, or a related field preferably within the SaaS or CPG industry. 
• Strong analytical skills with proficiency in data interpretation and utiliz