Revenue Operations Manager

October 14

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Logo of Jump - Advisor AI

Jump - Advisor AI

Artificial Intelligence • Finance • SaaS

Jump - Advisor AI is a cutting-edge solution designed specifically for wealth advisors to streamline their workflow. It transforms traditional note-taking into an efficient process by converting conversations into actionable tasks, notes, and compliance records securely using AI technology. With deep integrations into popular advisor tools like Salesforce and Wealthbox, Jump allows advisors to significantly reduce administrative work and focus more on client relationships, offering features such as customizable meeting notes, automated follow-up emails, and smart task management, thereby enhancing overall service quality and compliance.

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

💸 Finance

☁️ SaaS

📋 Description

• Manage and optimize the revenue operations tech stack, including Salesforce, GA4, marketing automation, and Calendly • Serve as the Salesforce administrator, managing configurations, workflows, user permissions, and integrations to optimize sales and marketing operations • Develop and maintain marketing,sales, and customer success performance dashboards to track pipeline velocity, GRR, NRR, conversion rates, CAC, LTV, and attribution • Improve lead management and sales funnel efficiency, ensuring seamless tracking, nurturing, and handoff between marketing and sales • Implement and optimize marketing analytics, including GA4 tracking, UTM parameters, event tracking, and attribution modeling • Ensure data cleanliness and integrity across marketing and sales systems to support accurate reporting and decision-making • Collaborate with finance to optimize spend through forecasting, revenue modeling, and pipeline analysis • Work cross-functionally with sales, marketing, and customer success to optimize customer acquisition and retention strategies

🎯 Requirements

• 5+ years of experience in Revenue Operations, Marketing Analytics, Customer Success Operations or Sales Operations at a B2B SaaS or tech company • Experience managing CRM (Salesforce, HubSpot) and have worked as a Salesforce administrator or closely with Salesforce admins • Highly analytical, comfortable working with data, automation, and reporting tools • Strong experience with GA4, marketing analytics, lead tracking, and campaign attribution • Experience in building dashboards and reports to provide insights for marketing and sales teams • Understanding of lead flow processes and how to optimize marketing-to-sales handoff • Detail-oriented and able to manage multiple projects across marketing, sales, and RevOps • Bonus: Experience with BigQuery, SQL, Python, or API integrations for advanced automation and data analysis.

🏖️ Benefits

• Equity • Health benefits

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