Revenue Operations Manager

Job Title: Revenue Operations Manager 
Department: Revenue Operations (RevOps) 
Reports to: Chief Operations Officer 

Location: Charlotte, NC 

About Alpha Theory: 

Alpha Theory, LLC is a unique firm with two core businesses. One is a closely held 19-year-old software fintech SaaS business based in Charlotte, NC. Alpha Theory’s software clients are some of the best long/short and long-only fundamental portfolio managers in the world.  The other, CenterBook Partners, is a subsidiary of Alpha Theory which is a hedge fund based in Greenwich, CT.   

We pride ourselves on having an inclusive and transparent culture that attracts intellectually curious teammates who are excited about tackling the big ideas that originate in businesses at the forefront of their industries.  We hire smart, motivated team members who crave feedback to be better and are hungry to make an impact. Our business is majority-owned by employees. It is an important part of our culture that everyone employed by Alpha Theory think and act like owners of the business.  

About the position: 

The Revenue Operations Manager (RevOps Manager) will be responsible for aligning and optimizing processes across sales, marketing, and customer experience teams to enhance operational efficiency, drive revenue growth, and minimize customer churn. This role is critical in creating seamless collaboration between these departments, ensuring data accuracy, and providing actionable insights to help improve business outcomes. The RevOps Manager will develop and manage the infrastructure that supports the customer lifecycle, from lead generation to post-sale retention, and work to streamline workflows across the entire revenue funnel. 

What you’ll be doing: 

1. Cross-Departmental Alignment 

• Work closely with the sales, marketing, and customer experience teams to align strategies, processes, and goals around driving new business and retaining existing customers. 

• Facilitate communication and coordination between departments to ensure smooth handoffs and shared accountability at each stage of the customer journey. 

• Develop and implement a unified revenue operations framework to align sales, marketing, and customer experience metrics with overall business objectives. 

2. Data Management and Reporting 

• Ensure data integrity and consistency across all revenue-related platforms, including Salesforce, Hubspot, and Jira. 

• Establish minimum documentation and data quality standards.  Build reporting and alerting tooling to track data against these standards and lead the effort to backfill any historical gaps. 

• Evaluate tools which increase data quality and facilitate data entry into key systems on a more automated basis. 

• Build and maintain comprehensive dashboards and reports to provide insights on the key metrics which are predictive of revenue health, such as lead generation, sales pipeline, lead conversion, prospect quality, partner fund pipeline, client health, and customer retention. 

• Analyze data to uncover trends, gaps, and opportunities for improvement and present actionable insights to key stakeholders. 

3. Process Optimization 

• Analyze existing workflows within sales, marketing, and customer experience to identify inefficiencies and bottlenecks. 

• Manage the lead/prospect scoring process to optimize call lists/campaigns to increase revenue velocity and improve client fit/Partner Fund yield. 

• Evaluate and optimize territory framework for sales and CX. 

• Standardize and streamline lead handoff processes between marketing and sales and post-sale transitions from sales to customer success. 

• Implement process improvements that help reduce the sales cycle, optimize lead-to-revenue conversion, and improve customer onboarding and retention. 

4. Technology and Tools Management 

• Manage and optimize revenue-related technology platforms (Salesforce.com, IPREO, Hubspot, etc.) to ensure they are effectively supporting revenue goals. 

• Continuously evaluate new technologies and tools that can enhance operational efficiency and revenue performance. 

• Lead the integration of new tools or platforms and train teams on their usage to ensure full adoption and utilization. 

• Manage the lead rotation program. 

5. Performance Tracking and KPIs 

• Work with sales, marketing, and customer experience leaders to define and track key performance indicators (KPIs) related to new business acquisition, u