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OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.
Revenue Operations Manager
Location
United States + 1 moreAll locations: United States | Canada
Posted
61 days ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
Revenue Operations Manager
OneVest
Role Description We are looking for a Revenue Operations Manager to lead and define Revenue Operations at OneVest. Reporting to the Sr. Director of Operations, you will be the primary manager of our revenue engine. This is a high-visibility, systems-oriented role where you will design the infrastructure that powers both our Small and Medium Business (SMB) and our Enterprise B2B funnels. This isn't just about maintenance; it’s about building the playbook. Player-coaches thrive at OneVest and we’re looking for a builder profile: someone who can establish world-class standards in Salesforce today and pioneer low-code/AI-driven solutions for tomorrow. You will ensure that Sales and Marketing are perfectly aligned in execution, reporting, and strategy as we continue to scale. High-performers in this role will have an opportunity to lead and own the Revenue Operations function as a whole. - Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users. - Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle. - Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction. - Build and maintain the forecasting models that Finance and Leadership rely on, with a solid understanding of core revenue metrics. - Identify manual bottlenecks and pilot low-code/AI-driven solutions to automate manual tasks and add value at key points in the process. - Manage operations for the revenue function both laterally and upwards, setting clear expectations and acting as a strategic advisor to leadership, including VPs and C-suite. Qualifications - 8+ years of experience in Revenue, Sales or Marketing Operations functions, preferably within a high-growth SaaS or fintech environment. - Deep experience with Salesforce, and understand how to build scalable flows, objects, and reporting structures. - Enjoy the 0 to 1 phase of taking a baseline setup and evolving it into a sophisticated, automated system. - Experience managing operations for both a Product-Led Growth (PLG) motion and an Enterprise Sales motion. - Understand the "why" behind the numbers, from revenue recognition principles to GTM efficiency metrics. OKRs are table stakes. - Have an appetite for using low-code tools and AI and are excited by the prospect of automating your own workflows as you scale. - Go beyond just using AI as a chat partner and have achieved real outcomes through embedding it. Location This remote role is open to candidates across Canada and the United States, with a preference for candidates located near one of our offices in Toronto or Calgary. Benefits - 4 weeks of vacation in addition to a company-wide shutdown between Christmas and New Year. - A flexible & hybrid working environment. - Comprehensive Group Health, Dental and Vision Benefit Plan right from the start. - Employee Stock Option Purchase Plan.
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Role and Responsibilities Revenue Strategy & Leadership - Own the combined revenue P&L across Sales, Proposals, and Account Management – setting the commercial vision and holding the organization accountable to it. - Define and execute a unified go-to-market strategy for the combined organization, aligning legacy teams and capabilities behind a single growth agenda. - Build a rigorous, data-driven forecasting and planning process to drive predictability and accountability across all three functions. - Identify, size, and sequence new market opportunities – including adjacent verticals, new payer relationships, and platform partnerships. Sales - Lead, integrate, and elevate the combined sales organization – instilling a performance culture, clear accountability, and a winning mindset. - Personally engage in high-value enterprise opportunities; open doors and close deals that set the tone for the broader team. - Build and deepen strategic relationships with health systems, PBMs, employer groups, and other key channel partners. - Establish scalable sales infrastructure – CRM discipline, pipeline management, territory design, and enablement frameworks – to support rapid growth. Proposals - Oversee the Proposals function, ensuring Lucy Rx competes with discipline, speed, and differentiation on every bid. - Establish a best-in-class proposal process – from opportunity qualification through submission – with clear ownership, timelines, and quality standards. - Drive win-rate improvement by partnering with Sales and clinical/operational teams to sharpen value propositions and competitive positioning. - Build a library of reusable, high-quality proposal content that scales with growth and reduces cycle time. Account Management - Lead Account Management to protect, grow, and deepen existing client relationships – treating retention and expansion as a strategic revenue priority. - Build a proactive, data-driven account management model with clear coverage, escalation paths, and expansion playbooks. - Drive net revenue retention above 110% by partnering closely with Clinical and Operations to deliver outcomes clients renew and expand on. - Ensure a seamless handoff from Sales to Account Management, creating a unified client experience from close through renewal. Team Building & Cross-Functional Alignment - Recruit and develop world-class commercial talent across all three functions; build the management layer needed to scale. - Cultivate a collaborative, inclusive culture that retains the best of both legacy organizations while moving decisively forward. - Partner closely with the CCO and Marketing to ensure brand, demand generation, and content strategies are tightly aligned with commercial execution. - Drive alignment with Product, Clinical, and Operations to ensure the revenue organization is fully supported and client commitments are met. Qualifications and Education Requirements - 12+ years of progressive commercial leadership, including at least 3 years as a senior revenue leader (CRO, SVP Revenue, SVP/VP Sales, or equivalent) in a high-growth healthcare or health-tech environment. - Proven track record of leading Sales, Proposals, and/or Account Management functions – ideally all three – with demonstrated ownership of the full revenue cycle from prospecting through renewal. - Experience scaling revenue in a fast-moving, venture- or PE-backed company – ideally through a period of M&A integration or organizational transformation. - Deep familiarity with competitive bid and proposal processes in healthcare, PBM, or adjacent regulated markets. - Demonstrable success building and leading high-performance commercial organizations of 25+ people across multiple functions. - Strong command of modern revenue operations – CRM hygiene, pipeline analytics, win/loss analysis, and enablement frameworks. 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