Sr. Revenue Operations Manager (Sales Systems & Forecasting)
PlanHub is a leading preconstruction platform for commercial construction designed to connect general contractors, subcontractors, and suppliers and foster growth in one seamless solution. Our mission is to simplify pre-construction workflows, help industry professionals find more projects, and build meaningful relationships that drive success.
As we continue scaling, we're looking for a Sr. Revenue Operations Manager (Sales Systems & Forecasting) who will serve as the dedicated RevOps partner for our sales leadership team. This is a hands-on role for someone who thrives in high-growth SaaS environments and excels at managing data, processes, and systems to empower sales performance.
This individual contributor will be the go-to resource for sales leadersresponsible for HubSpot CRM management, workflow optimization, pipeline reporting, forecast management, sales reporting, and commission administration. Leveraging AI-driven insights and automation, this role will help scale sales operations, improve efficiency, and ensure sales leadership has accurate, actionable information at all times.
What You'll Be Doing
- Workflow Management : Build, refine, and automate HubSpot workflows to streamline sales processes for reps and SDRs
- Reporting & Insights : Create, monitor, and maintain dashboards and reports that provide actionable insights on sales rep and SDR performance
- Sales Support : Act as the primary point of contact for sales leaders on RevOps needs, from pipeline visibility to ad hoc reporting
- CRM Ownership : Manage and optimize our HubSpot CRM for our Sales team to ensure data integrity, accurate configuration, and smooth daily operations
- AI Integration : Incorporate AI tools into workflows and data analysis to improve forecasting accuracy, manage lead flow, enhance workflow filtering, and accelerate decision-making
- Pipeline & Forecasting : Own pipeline reporting and forecasting processes, ensuring accuracy, visibility, and consistency for sales leadership
- Trend Analysis : Track sales data trends and proactively surface AI-enhanced insights that help sales leaders make data-driven decisions
- Commissions : Own the monthly commissions process, ensuring accuracy and timely reporting for all sales team members
- Collaboration : Partner with the shared data team to ensure consistent definitions, clean datasets, and scalable reporting infrastructure
- Optimization : Identify gaps and continuously improve tools, processes, and metrics to enhance sales productivity and operational efficiency
What You'll Need to Be Successful
Minimum of 6 years of hands-on experience with HubSpot CRM, including building workflows, reports, and dashboardsProven track record in Revenue Operations, Sales Operations, or Business Operations within SaaS or high-growth environmentsStrong expertise in pipeline reporting and forecast management.Strong analytical skills and the ability to translate complex data into clear, actionable insights for sales leadershipExperience managing sales commissions and incentive compensation programsDemonstrated ability to apply AI-powered tools for lead flow management, workflow automation, forecasting, and data analysisDetail-oriented and data-driven mindset with a passion for process improvementAbility to thrive as a self-starter and individual contributor, balancing tactical execution with strategic thinkingExcellent communication skills with a service-oriented approach toward supporting sales leadersFamiliarity with AI-driven tools and advanced analytics to enhance GTM performanceWhat's in it for you :
The opportunity to join a dynamic team that landed on the Deloitte Technology Fast 500 list and Inc. 5000 in 2024. You can make an immediate impact as PlanHub moves to dominate the industry!
PlanHub Offers :
An awesome culture where you will be empowered, make an impact, and learn a ton.Open time-off policy.An excellent benefit package, including medical, dental, vision, and life insurance.401(k) plan with company match.