At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.
If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.
We're looking for someone ready to make an impact from day one. The Revenue Operations Manager will play a key role in strengthening our revenue engine by bringing structure, insight and efficiency to the way our teams work. This role partners closely with Sales, Account Management, Customer Success and leadership to optimize processes, improve data visibility and ensure our revenue teams have the tools and insights they need to serve credit unions and grow the business.
Five Reasons Why You Want To Work With Us
- You'll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
- You'll help support products and services that empower credit unions and positively impact millions of people.
- You'll have a voice and a stake in the company through employee ownership.
- You'll be part of a fun, supportive and healthy work culture.
- You'll have opportunities to learn, grow and take your career to the next level.
Summary/Objective
The Revenue Operations Manager serves as the operational backbone of the company’s revenue engine, ensuring Sales, Account Management, Customer Success, Product, and fulfillment teams operate in alignment and with maximum efficiency. This role partners closely with senior leadership to support strategic growth initiatives through process optimization, data-driven insights, and best-in-class use of revenue technology.
The ideal candidate brings strong Salesforce.com expertise, a strategic mindset, and a deep understanding of revenue workflows. They proactively identify friction points in the revenue lifecycle, surface key client segments for engagement, and enable revenue teams to focus on high-impact activities that drive sustainable growth.
Essential Functions
Revenue Process Optimization
- Analyze and improve end-to-end revenue processes across Sales, Account Management, and Customer Success, identifying inefficiencies and bottlenecks.
- Design, document, and standardize workflows to ensure consistency, scalability, and clear ownership across teams.
- Partner with revenue leaders to evolve processes that support changing business needs and growth goals.
Data Analysis, Insights and Reporting
- Track, analyze, and report on key revenue performance indicators (KPIs), including pipeline health, conversion rates, retention, and expansion metrics.
- Build and maintain dashboards and reports in Salesforce to deliver actionable insights to Sales leadership and executive stakeholders.
- Identify trends, risks, and opportunities within revenue data to inform strategic decision-making and prioritization.
Salesforce & Revenue Technology Enablement
- Own and optimize Salesforce.com to support revenue teams, ensuring data integrity, usability, and adoption.
- Customize objects, fields, reports, and dashboards to align with business processes and leadership reporting needs.
- Evaluate, implement, and manage additional revenue-related tools and integrations as needed.
- Train and support users to drive consistent, effective use of Salesforce and related systems.
Strategic Support for Sales & Account Management
- Support sales forecasting and pipeline management by analyzing trends, improving forecast accuracy and providing leadership with clear visibility into revenue performance.
- Identify key client segments and engagement opportunities based on data and lifecycle insights.
- Collaborate with Sales and Account Management leaders to enable account planning, deal strategy, and revenue expansion efforts.
Cross-Functional Collaboration & Leadership Partnership
- Act as a trusted operational partner across the go-to-market organization, aligning Sales, Account Management, Marketing, and Customer Success teams around shared revenue goals.
- Translate leadership priorities into scalable operational solutions and measurable outcomes.
- Provide clear, concise insights and recommendations to senior leadership to support strategic planning and growth initiatives.
Revenue Optimization
- Identify revenue leaks and process gaps across the customer lifecycle, from acquisition through renewal and expansion.
- Recommend improvements to pricing, packaging, or engagement strategies to maximize revenue and profitability.
- Continuously assess and improve the efficiency and effectiveness of the revenue engine.
Preferred Education and Experience
- Proven experience in Revenue Operations, Sales Operations, or a similar role supporting revenue teams.
- Advanced proficiency in Salesforce.com, including reporting, dashboards, and workflow optimization. Certifications preferred.
- Experience using best-in-class Marketing platforms (Marketo, HubSpot, etc.) and optimization with Salesforce.
- Strong analytical skills with the ability to translate data into clear, actionable insights.
- Experience partnering with Sales, Account Management, and senior leadership on strategic initiatives.
- Excellent communication and collaboration skills, with the ability to influence across functions.
- Detail-oriented, process-driven, and comfortable operating in a fast-paced, evolving environment.
