april · 1 day ago
Revenue Strategy and Operations Manager
april is a year-round tax platform that enhances financial decision-making. They are seeking a Revenue Strategy and Operations Manager to optimize revenue operations and drive growth initiatives through data-driven solutions and collaboration with department heads.
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
Required
4-6 years of revenue operations experience in B2B SaaS companies
Proven track record managing Hubspot and other revenue technology implementations
Bachelor's degree in Business, Finance, Economics, or related field
Expert-level proficiency in revenue forecasting and financial modeling
Experience leading cross-functional projects and driving organizational change between Sales, Customer Success, Finance and Marketing teams
Strong background in market analysis and go-to-market strategy
Strategic mindset with focus on AI and automation to drive efficiency
Preferred
Fintech experience (not required)
Company
april
April offers embedded tax planning and filing tools that integrate into financial platforms to power smarter, real-time tax decisions.
Funding
Current Stage
Growth StageTotal Funding
$78MKey Investors
QED InvestorsTreasuryTeam8
2025-07-23Series B· $38M
2022-06-29Series A· $30M
2022-01-18Seed· $10M
Recent News
Nasdaq Private Market, LLC
2025-11-14
2025-10-17
Company data provided by crunchbase