About Zeni

Zeni is on a mission to build the world's most advanced CFO-As-A-Service platform, build from the ground up using AI and ML. You'll be working with a team that has spent the last six years building and scaling one of the most successful human-assisted AI platforms.

Zeni provides startups with a fast, reliable, full-service AI-powered bookkeeping and accounting solution so they can optimize their business daily. With Zeni, startups have access to real-time financial insights via their Zeni Dashboard, and a team of finance experts to manage their every finance function for a flat monthly fee — daily bookkeeping, yearly taxes, bill pay and invoicing, financial projections, budgeting, payroll administration, and more. Our mission is to make financial management a “Zen” experience for our customers.

Zeni has a growing and talented team across the U.S. and India. To-date, our business growth is 100% attributed to organic channels, and we’re investing in our growth with strategic hires across marketing, sales, and customer success in 2022 and beyond. Zeni is a Series B SaaS fintech backed by leading tech investors, founded in 2019 by twin brothers and serial entrepreneurs Swapnil Shinde and Snehal Shinde.

What we're looking for

Zeni is seeking an ambitious Revenue Operations Manager who has a deep background in Marketing, Sales & Success Operations to play a key role in the evolution of the Revenue Operations department from its current initial structure through the challenges of rapid growth and increased scale, both internally and externally.

This person will report directly into the Director of Revenue Operations and work closely with the revenue team to drive increased customer value through data cleanliness in the CRM, process optimizations, technology and enablement.

The ideal candidate isn’t afraid of large data sets, can distill insights, make recommendations based on data, and most importantly - drive action from it.

Who You Are

A builder with an entrepreneurial mindset, with the capacity to design and implement systems from scratch
An empathetic contributor, leader and tenacious problem solver, able to observe and listen to identify issues and implement effective solutions
Someone who can play a key role in the building of the revenue operations engine, not just tune it up - working through, or around, unexpected challenges is something that motivates you
Excited to partner and work closely with our Sales, Marketing & Success teams to create perfect alignment between Zeni and our customer expectations
Have the ability to support the design of big picture strategies and also roll up your sleeves to solve problems and get things done
You pride yourself on your ability to work with cross-functionally and motivate others around you
A data-driven decision maker with outstanding analytical skills; ability to leverage data to identify and activate revenue growth opportunities
Highly self-motivated with excellent communication skills, able to thrive in a fast-paced, dynamic startup environment with minimal direction where building from scratch is essential for success
You believe in treating all people with dignity and respect, regardless of title, background, or tenure

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What You’ll Do

Manage, lead and execute on Strategic Revenue Operations Projects against the current roadmap
Audit & manage data in Hubspot Customer Relationship Management (CRM) to ensure accuracy and usefulness of data; including but not limited to pipeline accuracy, account assignments to sales team and hierarchical alignment.
Prepare, understand and evaluate current marketing, sales and success processes and recommend improvements
Drive sales & success team adoption and accountability of CRM system to improve authenticity of CRM.
Build and develop meaningful dashboards and reports on HubSpot to interpret key insights and drive business outcomes.
Identify any risks to the business based on leading indicators and make recommendations to the executive team to drive performance; outline and execute improvement plans to drive business outcomes.
Identify opportunities to streamline marketing/sales/success processes for scale and implement automation where possible.
Inform revenue leadership team on market performance and customer buying trends.
Support territory design to ensure equitable distribution of accounts across the sales team to maximize sales outcomes.
Act as the primary point of contact for sales team support requests.
Conduct ongoing communication and training sessions for the sales team; including conducting new hire on-boarding training.
Develop and enhance HubSpot functionality as it relates to sales process and renewal operations; generate materials useful to the sales team.
Other job-related duties as assigned.

Qualifications

4+ years of relevant work experience in Sales/Marketing/Success Operations & Project Management
Strong financial skills and business acumen to understand sales profitability and opportunities
Strong interpersonal and team-building skills; ability to work with a diverse team and influence/drive change across all levels and functions of the organization
Ability to conduct sophisticated and creative analysis of complex revenue data and translate the results into actionable deliverables, messages, and presentations
Proven proficiency in identifying, diagnosing, and resolving problems of all levels of complexity, prioritizing critical client issues, and identifying department needs
Strong leadership and communication skills for effective verbal and written communications
Detail oriented and willingness to personally implement and execute against a plan
Excellent organization skills: experience managing project plans, meeting deadlines, and proactively raising blockers or risks
Experience with data analysis, excel power user, comfort with BI tools (e.g., Tableau) as well as HubSpot, ClickUp & MixPanel

Our Culture and Perks

We approach work with a calm focus and a sense of humor, while keeping sane working hours. At Zeni, we also have a culture where ideas come from the bottom up! Ownership, trust and support will be afforded to you in a setup that will allow you to be yourself and add value like never before. You’ll receive a competitive salary package and stock, plus perks, with flexible and remote working hours. Social responsibility is something we believe in and regularly volunteer with our community partners with the full support of the company.

Perks

Medical, dental & vision insurance coverage
12 weeks fully paid Parental Leave, plus an additional 8 weeks flex-time for Moms when returning to work
401K
Unlimited PTO
Education/CPE reimbursement
WFH reimbursement to support your home office needs (If your role allows for remote)

Zeni is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind, including race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. We participate in the E-Verify program to ensure eligibility for employment with the United States once an offer is accepted.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Zeni makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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