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april · 3 months ago

Revenue Strategy and Operations Manager

New York, New York, United States

Full-time

Onsite

Mid Level

$125K/yr - $150K/yr

4+ years exp

april is the only embedded, year-round tax platform built to power smarter financial decisions. They are seeking an experienced Revenue Strategy and Operations Manager to transform their revenue strategy and streamline revenue-generating processes, optimizing the entire revenue operations ecosystem across sales, marketing, and customer success.

Financial ServicesFinTechInformation TechnologyTax ConsultingTax Preparation

Responsibilities

Lead CRM (HubSpot) optimization and administration to maximize revenue operations efficiency

Develop and implement revenue operations strategy, with focus on pipeline optimization and deal desk management

Create and maintain revenue forecasting models and executive dashboards in HubSpot

Drive cross-functional initiatives to optimize the revenue funnel from lead generation through customer success

Design and implement lead attribution models to measure marketing campaign effectiveness and ROI

Establish and maintain data governance standards across revenue-generating departments

Collaborate with Finance team on revenue planning, forecasting, and performance analysis

Manage stakeholders effectively with the ability to push back constructively and build buy-in for strategic initiatives

Develop deep understanding of addressable market opportunities across payroll, wealth, small business, etc verticals to inform revenue strategy and prioritization

Qualification

Revenue operations strategyHubSpot optimizationRevenue forecastingFinancial modelingMarket analysisAIAutomationStakeholder managementB2B SaaS experienceCross-functional collaborationStrategic mindset