• Lead enterprise revenue planning and long-range growth modeling across all business lines • Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis • Partner with executive leadership to establish revenue targets and growth assumptions • Build scenario models that assess potential outcomes, risks, and strategic tradeoffs • Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership • Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives • Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders • Challenge assumptions, identify risks and opportunities, and improve visibility into business performance • Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity • Develop actionable insights that improve business decision-making and resource allocation • Establish scalable forecasting methodologies, performance metrics, and governance processes • Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure • Build and develop a high-performing Revenue Strategy and FP&A function • Establish priorities, operating rhythms, and accountability frameworks that support business objectives • Champion a culture of data-driven decision making and continuous improvement

• 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.