Position Summary

We are seeking a highly motivated experience Manager of Revenue Operations. The ideal candidate will have a strong background in working in Revenue Operations. This role also requires experience and proficiency with accounting for revenue under US GAAP and ASC 606. Experience in the Software as a Service (SaaS) industry and proficiency in Salesforce (SFDC) are essential for this role. As a Manager of Revenue Operations, you will be a pivotal leader in providing strategic insights, financial guidance, and decision support to drive sales performance and revenue growth.

Reporting to the CFO, this role will have an indirect reporting line to our Chief Sales Officer, as well as supporting our CMO. This is a highly visible role for an experienced leader looking to serve multiple Executives.

About Us

Join a team where we encourage creativity and innovation, champion teamwork and are committed to being the best. In this environment we strive to provide our clients best-in-class solutions that transform business processes and empower sales across all insurance, retirement and investment products.

Hexure, started with a simple goal: transform the insurance and financial services industry through powerful end-to-end sales solutions. For more than 25 years, carriers and distributors have depended on our commitment to innovation, speed to market delivery and deep domain expertise. Our solutions have been implemented within industry-leading insurance carriers and distribution firms. And our track record of empowering client success speaks for itself.

Together as a team, we strive to provide our clients best-in-class solutions that transform business processes and empower sales across all insurance, retirement and investment products. We endeavor to cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team – one that makes better decisions, drives innovation, and delivers better solutions for our clients.

Why you’ll love working here:

• Generous benefit packages - We offer our employees competitive health insurance options, including medical, dental, and vision plans, as well as long term and short-term disability insurance.
• Pre-tax savings programs including flexible spending accounts, and a 401K that is competitively matched!
• Lifestyle Spending Account. This provides an employee the flexibility to spend benefit dollars on the things that matter most to them.
• Flexible Paid Time Off (PTO). Work-life balance is a key part of our company culture here at Hexure, and we know that our employees do their best work when they can take the time they need to rest and recharge.
• Office Closures – Inclusion and Diversity are integral to enhancing our culture.? In support of this, we offer 6 companywide office closures and encourage all employees to use flexible PTO to celebrate religious or cultural holidays, employee birthdays, or other state or federal holidays that bring personal meaning.
• In addition to all the standard PTO options, Hexure proudly offers a generous and progressive paid Modern Family Leave policy.
• Professional Development - Hexure supports you and your professional development with a LinkedIn learning account.
• We also have employee anniversary perks, health, and wellness programs, and much more!
Most benefits are effective on date of hire!

Deliverables and Performance Measures:

Revenue Operations & Strategy

• Analyze data, identify improvement opportunities, and implement processes to increase productivity in sales, marketing, and customer experience.
• Partner with the revenue leadership to translate go-to-market strategy into quarterly revenue operations plans, and with cross-functional teams to continuously improve our processes.
• Partner with Chief Sales Officer on weekly reviews, monthly pipeline and sales capacity planning, and annual compensation design.
• Collaborate with product, marketing, and sales leadership to develop impactful training materials, presentations, and demos aligned with product updates, competitor insights, and market trends.
• Orchestrate sales training efforts from onboarding to new product rollouts to sales skills development.
• Partner with Client Delivery teams on project kick-offs and handoffs for new projects and escalations.
• Responsible for running sales deal desk and assist sales team with determining different pricing techniques for various clients.
• Responsible for renewal strategies and price increases.
• Partner with the CMO to develop marketing strategies that support the sales strategies.

Data Management, Analysis & Reporting

• Measure performance against sales plans and track progress towards monthly, quarterly and annual targets across sales development and seller teams.
• Create custom reports and dashboards to provide visibility into key business metrics and track progress against goals.
• Develop and implement best practices for using Salesforce to support our business processes and ensure data integrity.
• Build and maintain CRM data governance for effective revenue reporting between Finance, Product and Revenue teams.
• Responsible for tracking and reporting on key sales and marketing KPIs.

Revenue Accounting

• Understanding of GAAP accounting under ASC 606 for revenue.
• Perform monthly and quarterly revenue reforecasting.
• Perform monthly and quarterly reporting for internal and external parties.
• Investigate and analyze revenue trends and differences between budget and actual revenue results.
• Partner with sales on trends in transactional revenue.

Tech and Process Management

• Evaluate, implement, and optimize tools used by revenue teams including Salesforce, Outreach and other sales/marketing technologies.
• Develop and maintain documentation, including standard operating procedures, training materials, and system diagram.
• Manage user access and permissions, troubleshoot issues, and provide training and support to users as needed.
Present system updates and process changes to internal stakeholders in an effective and timely manner

What will make you successful:

• Minimum of 6 years of prior experience in providing reporting, analysis and/or metric-driven operations for revenue teams within a SaaS or B2B enterprise technology company.
• Proven track record of success in leading operational improvement initiatives that impact revenue growth in an organization.
• Salesforce Admin certification preferred.
• Experience maintaining and driving further adoption of the CRM for a business required.
• Experience collaborating cross-functionally across Sales, Marketing, Client Delivery and Finance
• Highly metrics driven, with an insatiable appetite for data-driven decision-making.
• Effective planning and prioritization skills to manage time effectively and accomplish tasks from across various leaders.
• Problem-solver who applies critical thinking by generating, evaluating, and implementing ideas into solutions.
Clear expertise in sales-related technology stacks, such as Salesforce, Outreach and others, with demonstrated ability to tie technology implementations to ROI.

Core Competencies

• Communicate and Collaborate: Now more than ever, the ability to build relationships with team members and clients is pivotal to the success of our organization. We are looking for candidates who can communicate effectively and help cultivate an agile environment of collaboration and inclusion.
• Personal Capabilities: We believe that the way people manage themselves and their relationships with others in the workplace is critical to the success of our organization. We are looking for candidates that show curiosity in asking good questions, evaluating problems, explore creative solutions and initiate new ideas.
• Focus on Results : As a company that values innovation, we are looking for candidates who will do everything possible to achieve results; consistently meet or exceed expectations; build commitment in others for team and individual objectives and lead the business forward in accomplishing its goals.
• Leading Change: Our purpose is to empower our clients to deliver customer-centric experiences, accelerate speed to market, and meet regulatory requirements. This requires a focus on our customer ‘s satisfaction. We are looking for candidates who can understand the needs and concerns of our clients and address them quickly and expertly.

Where We See This Role Going:

We are committed to being a driving force in the innovation of the insurance market and that means that we help our employees stay on top of current trends and technologies, and progress within our company. This position can move into the following roles.

This role is a critical leader in this space and will have lots of opportunities to grow in finance and sales operations.


Expected hours of Work:

This is a full-time position with regular office hours Monday through Friday.

This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties as requested.

A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee must possess the skills, aptitudes and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.