Manager, CPQ/Revenue Operations

1 month ago


Remote, Oregon, United States Fusion Risk Management Full time

The Role:

As a CPQ / Revenue Operations Manager with at Fusion Risk Management, you will play a crucial role in ensuring the effectiveness and efficiency of our sales operations processes. You will be responsible for optimizing and managing our Configure, Price, Quote (CPQ) processes with the back office and sales teams to drive sales accountability and CRM hygiene. In addition, you will be responsible for data capture, reporting, and analysis within the Revenue Operations team, providing insights into the performance of the entire marketing and sales funnel.

The specific responsibilities of this role are as follows:

Collaborate with cross-functional teams, including Sales, Finance, and Operations, to translate deal proposals into CPQ-generated proposals that sit in Salesforce CRM

Analyze and optimize the CPQ processes to ensure accurate and efficient quoting, pricing, and contract management.

Work together with finance & accounting teams to configure and maintain Salesforce CPQ and Revenue Cloud to align with business needs and sales strategies.

Provide training and support to sales teams on CPQ processes, tools, and best practices- Stay updated with industry trends and best practices in CPQ and Revenue Operations to drive continuous process improvement.- Develop and implement sales performance metrics, dashboards, and reports to track and measure sales accountability.

Create revenue and pipeline metric content each week for executive team and board.

Hold revenue ownership over CRM hygiene to ensure that required fields are populated and accurate (working with sales and back-office teams when data is incomplete)

Identify areas of improvement in Revenue Operations and provide recommendations to enhance efficiency and effectiveness.

Collaborate with Revenue Operations team to ensure accurate and timely sales forecasting and pipeline management.

Conduct data analysis to identify trends, patterns, and opportunities for sales optimization.

Knowledge, Skills, and Abilities

Strong expertise in Salesforce CPQ and Revenue Cloud, including configuration, pricing rules, product bundling, and contract management.

Proficient in Salesforce Lightning Platform and Sales Cloud.

Solid understanding of sales processes, sales metrics, and the entire sales and marketing funnel.

Excellent analytical and problem-solving skills with the ability to translate data into actionable insights.

Strong communication and interpersonal skills to collaborate with cross-functional teams and present findings to stakeholders.

Detail-oriented with a focus on accuracy and data integrity.

Nice to haves:

Previous experience working in a sales operation's role within a B2B SaaS company

Familiarity with BI tools (Tableau, Power BI, Lookr)

Familiarity with SOQL (Salesforce Object Query Language)

Proficiency in data querying languages (e.g., SQL)

Familiarity with sales and marketing tech stack (e.g., Gong, SalesLoft, LinkedIn Sales Navigator, ZoomInfo, Highspot, Quip)

Familiarity with revenue intelligence tools (Clari, Gong, BoostUp, etc.)

Qualifications (Education and Experience)

Bachelor's degree in business administration, Finance, or a related field.

Minimum of 3 years of experience working deeply with CPQ; experience in CPQ deployment and rollout preferred.

2+ years of experience working deeply with Salesforce CRM (Lightning experience)

Salesforce CPQ and Revenue Cloud certifications are a plus.

Milestones for the First Twelve Months

In 3 months, you will:

· Have a deep understanding of the operations of the revenue team, including current state of reporting, tooling, forecasting, data modeling, territory design, and incentive comp plans.

· Have form strong relationships with each member of the RevOps team.

In 6 months, you will:

· Have taken ownership of reporting requests that come in from revenue and executive leadership.

In 12 months, you will:

· Become a subject matter expert in reporting needs that support the revenue organization.

· Proactively deliver insights to the business based on most critical impact.

Disclaimers

This position may be performed remotely anywhere within the United States except for the states of New York, California, and Colorado.

Fusion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, age, pregnancy, military service or discharge status, genetic information, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.



  • Remote, Oregon, United States SafeBase Full time

    SafeBase is the leading trust center platform designed for friction-free security reviews. With our enterprise-grade Trust Center Platform, we automate the security review process and transform how you communicate your trust posture, ditching outdated 'security through obscurity' in exchange for transparency that helps you build customer trust, gain valuable...


  • Remote, Oregon, United States Nintex Full time

    About Nintex:At Nintex, we are transforming the way people work, everywhere. Nintex is the global standard for process intelligence and automation. Today more than 10,000 public and private sector organizations across 90 countries turn to the Nintex Process Platform to accelerate progress on their digital transformation journeys by quickly and easily...


  • Remote, Oregon, United States Revalize Full time

    Company DescriptionAt Revalize, we build the software and technology that powers sales of manufactured, complex products. Our customers rely on our software to select and sell everything from commercial ovens, to specialized pumps and valves, to grain elevators, and more. We are the global leader in sector-specific software solutions that help manufacturers...


  • Remote, Oregon, United States Edmentum Full time

    WHO WE AREEdmentum is a dynamic educator and student-focused company dedicated to tech-enabled learning solutions. Our goal is to ensure that all students have access to flexible learning environments and educators have the tools they need to support their students. We are on a mission to create innovative, proven learning technology, partnering with...


  • Remote, Oregon, United States Torq Full time

    Torq is your security product's favorite security product. Our enterprise-grade security hyperautomation platform unifies and automates the entire security infrastructure to deliver unparalleled protection and productivity. Torq drives maximum value and efficiency from existing security investments. It supercharges security teams across the Fortune 500 with...


  • Remote, Oregon, United States Glide (glideapps) Full time

    SummaryGlide is looking for our first Revenue Operations (RevOps) Manager to build a strong foundation for our revenue operations. You'll be responsible for our go-to-market (GTM) tech stack, revenue processes, reporting, and data accuracy.You'll work closely with the Sales, Customer Success, Marketing, and Data teams to define and improve our revenue...


  • Remote, Oregon, United States Scope AR Full time

    About Scope AR:Scope AR is supercharging the productivity of large enterprises. We have been empowering customer teams with AR work instructions on the frontline for aerospace, aviation, and heavy industry manufacturers. We're driving measurable ROI by increasing productivity, service, and delivery for our partners while reducing labor and material costs...


  • Remote, Oregon, United States Splunk Full time

    Splunk is here to build a safer and more resilient digital world. The world's leading enterprises use our unified security and observability platform to keep their digital systems secure and reliable. While customers love our technology, it's our people that make Splunk stand out as an amazing career destination and why we've won so many awards as a best...


  • Remote, Oregon, United States Bishop Fox Full time

    Bishop Fox is the leading authority in offensive security, providing solutions ranging from continuous penetration testing, red teaming, and attack surface management to product, cloud, and application security assessments. We've worked with more than a quarter of the Fortune 100, half of the Fortune 10, eight of the top 10 global technology companies, and...


  • Remote, Oregon, United States MinIO Full time

    DescriptionMinIO is the world's fastest-growing object store; we offer incredibly performant, cloud-native, cost effective, exascale data storage built for AI workflows.We are seeking a passionate, driven, and energetic individual to lead our Deal Desk and Finance Operations efforts.Reporting to the CFO, the Manager, Deal Desk and Finance Operations will be...

  • Deal Desk Specialist

    2 months ago


    Remote, Oregon, United States Restaurant365 Full time

    Restaurant365 is a SaaS company disrupting the restaurant industry Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365's culture is focused on empowering team members to produce top-notch results while elevating their skills. We're constantly evolving and improving to make...


  • Remote, Oregon, United States Opus 2 Full time

    DescriptionAs the global revenue operations leader, you will support our revenue team by effectively leading, managing, and developing a high-performing RevOps function that enables and supports Opus 2's growth. You will oversee our Go-To-Market (GTM) operations, data strategy and insights, metrics and reporting, and revenue technology stack. Additionally,...


  • Remote, Oregon, United States Nextech Full time

    Why join Nextech?We are a leader in specialty healthcare technology solutions, headquartered in Tampa, FL.We are an ever-growing team, guided by our iCREATE values of Integrity, Collaboration, Respect, Empowerment, Accountability, Trust, and Excellence. We hold these values in high regard and are driven to succeed in all we do.We're committed to hiring and...

  • Revenue Manager

    1 month ago


    Remote, Oregon, United States Mitek Systems Full time

    Mitek (NASDAQ: MITK) is a global leader in digital & biometric identity authentication, fraud prevention, and mobile deposit solutions. Our verified identity platform and advanced image capture solutions are built on the latest advancements in biometric recognition, artificial intelligence, computer vision and machine learning, and trusted by over 7,500...


  • Remote, Oregon, United States Accurate Background Full time

    Reporting to the Chief Revenue Officer, the Revenue Operations Director plays a critical role in supporting the revenue team by integrating non-customer-facing activities across sales, marketing, customer service, and finance to drive growth through operational efficiency and ensure accountability to revenue. This position requires a blend of technical and...

  • Revenue Cycle Manager

    4 weeks ago


    Remote, Oregon, United States Cayaba Care Full time

    About Cayaba CareOur mission is to improve outcomes in underserved communities by reimagining how maternity care is delivered. Our team is focused on building technology-enabled solutions to deliver comprehensive clinical and non-clinical maternity services in-home or in-office. Our Values:Healthcare is Human: We partner with the communities we serve to...


  • Remote, Oregon, United States Fusion Risk Management Full time

    The RoleFusion's Revenue Operations Senior Analyst will collaborate closely with sales leadership and sales teams and other RevOps team members to drive revenue growth and operational efficiency. The ideal candidate possesses a strong understanding of sales processes, forecasting, and compensation structures, and is adept at leveraging data to inform...


  • Remote, Oregon, United States UserGems Full time

    UserGems helps companies generate more revenue by identifying buyers who will most likely buy from them. Leveraging artificial intelligence, UserGems combines relationship data with trigger events to surface the most relevant buyers for each customer. We've raised $20M Series A from investors including Craft Ventures, Uncork Capital, Battery Ventures, and...


  • Remote, Oregon, United States Blink Health Full time

    Company Overview:Blink Health is a healthcare technology company that builds products to make prescriptions accessible and affordable to everybody. Our two primary products – BlinkRx and Quick Save – remove traditional roadblocks within the current prescription supply chain, resulting in better access to critical medications and improved health outcomes...


  • Remote, Oregon, United States Candidly Full time

    Company DescriptionCandidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we're the category leader with the market's most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers,...