Revenue Operations Manager

About this role

Description:

Summary

The Revenue Operations Analyst serves as the operational backbone of engage2learn’s revenue cycle. Reporting to the Chief Financial Officer, this role is the CFO’s analytical arm bridging finance and revenue, owning the systems, data, and processes that keep financial reporting accurate and the revenue cycle moving.

Responsibilities

*CRM Operations & Reporting*

Maintain CRM data integrity across the full pipeline — accurate stages, clean records, and reliable reporting the revenue team can act on.

Serve as the day-to-day CRM resource for the revenue team: troubleshoot issues, support user questions, and enforce data hygiene standards.

Build and maintain reports and dashboards that give the CFO and CRO clear visibility into pipeline health, territory performance, and revenue activity..

Identify and resolve data discrepancies between CRM and connected systems before they surface as reporting errors.

*Proposal-to-Contract Operations*

Draft and template contracts following proposal execution, ensuring accuracy against deal terms captured in CRM.

Coordinate contract routing and track execution through to completion so deals don’t stall at the handoff.

Deliver finalized contract details to Finance with the information needed to invoice correctly and on time.

Maintain organized records of executed agreements and flag discrepancies between contract terms and what’s reflected in the CRM or ERP.

*Commission Reconciliation*

Reconcile closed deals against compensation plans each period, validating commission calculations before they reach payroll.

Identify and resolve discrepancies proactively — working with the CRO and Finance to correct issues before they become disputes.

Maintain clear, auditable records that give leadership confidence in compensation data.

Support ongoing alignment between deal structure, comp plan design, and how deals are logged in CRM.

*Systems & Workflow Support*

Work daily across CRM, Professional Servic...