Senior Manager of Revenue Operations for David Energy, optimizing revenue processes and analytics for clean energy solutions. Leading cross-functional initiatives and supporting sustainable growth in the energy sector.
Responsibilities
Design and implement scalable revenue operations processes across the entire customer lifecycle (lead generation → customer acquisition → expansion → retention)
Own revenue forecasting, pipeline management, and performance analytics to drive predictable growth
Develop and maintain revenue metrics, dashboards, and KPIs that provide actionable insights to leadership
Create and optimize sales and customer success playbooks, processes, and workflows
Lead quarterly business reviews and revenue planning cycles
Serve as the primary administrator and strategic owner of our CRM (Salesforce) and revenue tech stack
Implement and optimize integrations between sales, marketing, and customer success tools
Evaluate, implement, and manage new revenue tools and technologies to support scaling operations
Ensure data integrity and governance across all revenue systems
Build automated workflows and reporting to eliminate manual processes
Partner with sales leadership to design and optimize sales processes, territories, and compensation plans
Develop customer success processes for onboarding, expansion, and retention
Implement and optimize lead routing, qualification, and handoff processes
Support pricing and deal approval workflows
Build comprehensive revenue reporting and analytics capabilities
Conduct analysis on conversion rates, sales cycle efficiency, customer acquisition costs, and lifetime value
Identify bottlenecks and optimization opportunities across the revenue funnel
Provide data-driven recommendations to improve team performance and business outcomes
Track and report on progress against revenue targets and operational metrics
Work closely with marketing to optimize lead generation, nurturing, and attribution
Partner with finance on revenue recognition, forecasting, and financial planning
Collaborate with product on usage analytics and feature adoption tracking
Support customer success on expansion, retention, and health scoring initiatives
Requirements
5-7 years of experience in revenue operations, sales operations, or business operations roles
3+ years of experience in a high-growth SaaS or technology company
Expert-level proficiency with CRM systems (Salesforce preferred) including custom objects, workflows, and reporting
Strong analytical skills with experience in data visualization tools (Tableau, Looker, or similar)
Proven track record of building and scaling revenue operations in a Series A/B environment
Experience with sales and marketing automation tools (Outreach, Salesloft, Marketo, etc.)
Benefits
Group medical and dental insurance
Flexible vacation / PTO policy
401(k) plan
Hybrid office culture, with team members working remotely and from our office in NYC
A supportive and inclusive work environment where your contributions are valued.
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