• Own and build out the full HubSpot CRM ecosystem across all portfolio brands, including pipeline architecture, workflow automation, custom properties, and reporting infrastructure. • Build and maintain backend reporting and dashboards that give leadership real-time, full-funnel visibility into commercial performance across every entity. • Drive adoption and proper utilization across SDR, AE, and Customer Success teams, and manage integrations with supporting platforms including Apollo and LinkedIn Sales Navigator. • Build and manage revenue forecasting across the portfolio, delivering accurate monthly, quarterly, and annual projections built on clean data and sound methodology. • Construct and maintain pipeline coverage models using historical trends and cross-entity commercial data to support predictable, scalable growth. • Participate in weekly leadership and team huddles with live, active reporting, presenting pipeline health, forecast accuracy, and performance trends and adjusting analysis in real time as questions arise. • Build and maintain quota models, territory frameworks, and sales capacity plans in line with growth targets set by revenue leadership. • Provide hands-on operational support across both sales and customer success functions, stepping in wherever the business needs reporting, analysis, or process help.

• Design, implement, and continuously improve end-to-end revenue cycle processes from service delivery through final payment collection. • Lead monthly cadence of revenue performance working sessions with Finance and Operations leaders to ensure alignment and tracking with budget/forecast and determine if any adjustments to projections. • Participate and serve as key stakeholder for revenue forecasting process (3+9, 6+6, 9+3) and annual budget builds. • Monitor key performance indicators (KPIs) including days in accounts receivable (AR), denial rates, clean claim rates, and cash collections. • Lead cross-functional teams to resolve systemic billing, coding, and collections issues that impact revenue performance. • Oversee the tracking and management of claim inventory across all clients and solutions to ensure accurate alignment between services delivered and value realized. • Establish controls and processes to reconcile inventory records with billing and revenue data, minimizing discrepancies and revenue leakage. • Optimize revenue cycle speed and performance – reducing time to value from identified savings to revenue realization. • Partner with operations and business segment leaders to maintain visibility into inventory levels, utilization rates, and cost implications.

Role Description We’re looking for a hands-on Revenue Operations Manager to join our Sales team and own the operational side of deal execution, bringing a deep understanding of the FinTech and payments industry along with strong quantitative skills to support deal pricing accuracy. This person will manage CRM systems, funnel conversion processes, and data hygiene that support go-to-market execution, including ownership of pricing terms for external proposals. They will also work closely with Finance and Accounting to ensure billing is set up correctly and downstream reporting stays clean and reliable. The ideal candidate is organized, detail-oriented, proactive, and comfortable working with numbers, with experience improving processes, maintaining core sales systems, and bringing structure to critical operational workflows. While this role partners closely with Finance, it sits within Sales and is responsible for pricing operations and system accuracy, while also supporting quarterly forecasting in partnership with our Customer Success team. What You'll Do - Work closely with the Sales, Customer Success, and Finance teams on a daily basis - Own the day-to-day administration and optimization of the sales tech stack and CRM, ensuring systems are accurate, efficient, and well-maintained - Own and maintain pricing sheets for customer deals, ensuring final approved pricing is accurate, documented, and up to date - Enter and maintain final deal pricing in Synctera’s systems and console so billing can be set up and invoiced accurately - Maintain the paper trail and approval history for pricing decisions, serving as the single point of ownership and source of truth for final numbers - Partner closely with Sales, Finance, and Accounting to support revenue-driving initiatives through accurate pricing operations, billing setup, and clean downstream reporting - Own the operational workflow that moves approved deal pricing through documentation, system setup, and billing handoff, ensuring a clear record of final numbers - Maintain strong CRM hygiene and work closely with the Sales team to close data gaps, keep records current, and reinforce consistent process adoption - Build and deliver operational reporting, dashboards, and data pulls that support the Sales team and provide accurate underlying data for forecasting and revenue decision-making - Monitor pipeline health, pricing, and sales activity data to identify trends, improve data quality, and support better decision-making - Support sales planning and execution by preparing materials, dashboards, and content for team meetings, reviews, and operating cadences - Evaluate and help implement new tools and workflow improvements that increase sales efficiency, visibility, and process consistency - Document and refine sales processes so the organization can scale more effectively Qualifications - 5+ years of experience in sales operations, revenue operations, or deal/pricing operations - Experience managing CRM and sales systems, with strong attention to data accuracy, process discipline, and usability - Strong comfort with numbers and the ability to work accurately across pricing, deal support, and operational workflows - Experience owning or supporting pricing sheets, quotes, order forms, or similar deal documentation - Strong analytical skills and the ability to pull, organize, and interpret sales data to support business needs - Excellent organizational and project management skills, with the ability to manage multiple priorities and follow through on details - Strong communication and collaboration skills, with the ability to drive updates, maintain accountability, and work effectively across Sales, Finance, and Accounting - Comfort working in a fast-paced, high-growth environment - FinTech, payments, or financial services experience highly preferred - Experience in a Sales or Revenue Operations function that owned pricing sheets, pricing setup, or similar commercial pricing workflows strongly preferred Nice to Have - Background in finance, accounting, banking, or another highly quantitative environment - Comfortable using AI tools such as Glean, Claude, or similar platforms to improve the speed, quality, and scalability of day-to-day operational work Diversity & Inclusion Synctera is committed to having a workforce that is reflective of the diversity within the United States and Canada. As an equal opportunity employer, we encourage applications from candidates from underrepresented communities, Indigenous persons, persons with disabilities, persons of diverse sexual orientation and gender identity, and all those who can provide different perspectives and contribute to the diversification of Synctera. Additional Information Please note that although all positions at Synctera are remote, candidates must be located and authorized to work in the US or Canada as a precondition of employment. Synctera does not sponsor applicants for work visas. To all recruiters and recruitment agencies: Synctera does not accept unsolicited resumes. Please do not forward resumes to our jobs alias or to Synctera employees without an active vendor agreement in place. Synctera is not responsible for any fees related to unsolicited resumes. With the current increase in job recruitment phishing scams globally, we wanted to remind you that all official communications from Synctera will only come from a @synctera.com email address. If you’ve received a communication regarding Synctera that you have a question or concern about, please contact recruiting@synctera.com.

Role Description We are hiring a Revenue Operations Lead / GTM AI Architect to serve as a key partner to our leadership and broader founding team. This role will own the revenue operations function across sales, marketing, and customer success, while designing the systems that allow Outmarket to scale efficiently. - You will be the architect of the full revenue operations function - spanning sales, marketing, and customer success. - You will design a next-generation GTM system that supports exponential growth. - You are assessing what exists, applying what you've seen work in your past experience, defining what it should look like for an AI-native company at hyper-growth stage, and building it. - You will bring analytical rigor, strategic thinking, and operational discipline to a founding team that is moving fast and needs a partner who can keep up. Qualifications - 4+ years of progressive experience in revenue operations or go-to-market strategy at high-growth technology companies (and 7+ years of total work experience). - Demonstrated experience owning systems, processes, and analytics across multiple GTM functions. - Strong analytical and strategic foundation, with the ability to move from board-level planning to execution. - Experience building infrastructure in early-stage or growth-stage environments, not just optimizing mature systems. - Deep understanding of the modern revenue technology landscape, and a clear perspective on how to create a single, interconnected revenue system. - Strong cross-functional leadership and communication skills. - Comfort working directly with founders in a fast-moving, resource-constrained environment. Requirements - Experience at a high-growth SaaS or AI company scaling from early traction to significant revenue. - Background in management consulting, investment banking, or strategic operating roles. - Experience launching or scaling a GTM motion in a new market or vertical. - Familiarity with emerging AI-native tooling across revenue systems. - Experience connecting billing, product usage, and revenue data into a unified operating model. - Exposure to vertical SaaS, insurtech, or financial services technology. Benefits - Direct partnership with the founding team at a company defining a new category in commercial insurance. - The opportunity to build an AI-first revenue engine from the ground up. - Meaningful ownership over systems that directly shape company growth. - Competitive compensation and meaningful equity. - The ability to build and lead a high-impact function in a remote-first environment.