About the Role:

Responsible for building and optimizing the operational foundation that supports all revenue-generating activities across our fintech and payments partnership teams. This role ensures that the systems, processes, data, training programs, and tools used by go-to-market teams are aligned, efficient, and scalable. By driving and facilitating operational excellence across the full revenue lifecycle—from lead generation and pipeline management to partner expansion and performance tracking—the Manager of Revenue Operations plays a critical role in enabling strategic growth, improving decision-making, and enhancing overall sales effectiveness.

What You Will Do:

Designs, implements, manages and continuously improves sales processes to support both new fintech/payments partner acquisition and existing partner expansion. Manages the CRM (Salesforce) and related sales technology stack, ensuring data integrity, usability, and alignment on behalf of the sales team. Develops and maintain reporting and dashboards to provide visibility into pipeline health, sales performance, and key revenue metrics. Collaborates with business development and partner growth teams to identify operational bottlenecks and implement scalable solutions. Leads the creation and maintenance of sales enablement materials, including playbooks, pitch decks, process documentation, and onboarding guides. Coordinates and supports training programs for go-to-market teams to ensure consistent adoption of tools, processes, and best practices. Partners with cross-functional teams (e.g., marketing, product, legal, compliance) to align revenue operations with broader organizational goals. Supports forecasting, and goal setting through data-driven insights and scenario modeling. Monitors and evaluates the effectiveness of sales strategies and tools, recommending improvements based on performance data and feedback. Builds a trusted relationship with sales reps. Other duties as assigned.

What You Will Need:

Bachelor's degree or equivalent education and work experience. 5–8 years of experience in revenue operations, sales operations, or a related go-to-market operations role, preferably in a fintech, SaaS, or high-growth technology environment. Deep experience managing and administering CRM platforms (e.g., Salesforce, HubSpot) and related sales tools. Demonstrated success in developing and delivering sales enablement materials, training programs, and onboarding resources. Proven ability to design, implement, and optimize sales processes and operational workflows across complex, multi-stakeholder teams. Strong analytical skills with the ability to interpret data, generate insights, and drive strategic decisions through reporting and dashboards. Highly effective at leveraging technology to improve processes, automate workflows, and increase operational efficiency (e.g., using Zapier, Salesforce Flow, custom scripts, or low-code tools). Excellent project management and cross-functional collaboration skills; able to lead initiatives across cross-functional teams. Strong written and verbal communication skills, with the ability to clearly convey complex information to both technical and non-technical audiences. Self-starter with a proactive mindset and a strong sense of ownership and accountability. In depth knowledge of Payments industry (Issuing, Acquiring, and Money Movement products). Fast learner.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $86,259.86 – $159,308.33

 
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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