CX Ops Manager

Role Description

The Revenue Operations Manager owns the systems, data, and processes that connect Sales, Marketing, Customer Success, and Finance. You're the person leadership turns to when they need to know whether the forecast is real, where revenue is leaking, and what to fix first.

You'll live in HubSpot and you'll live in financial models. You'll know our customers' health before they do. You'll build the playbook that keeps the whole revenue engine running cleanly and predictably.

What You'll Own

• Strategy & Planning
  • Build the RevOps roadmap and run the initiatives that move strategy forward, from OKR design to investment recommendations.
  • Own revenue forecasting across new business, renewals, and expansion. Leadership should never wonder whether the pipeline is real.
  • Prioritize the system and process work that takes friction out of the buyer journey.
• Financial Operations
  • Build the models behind unit economics, LTV:CAC, payback periods, and the ROI of every GTM bet we make.
  • Track ARR, MRR, churn, net revenue retention (NRR), and expansion revenue. Surface trends and anomalies before anyone asks.
  • Drive annual planning and QBRs with scenario modeling and board-ready analysis leadership actually uses.
  • Keep billing, subscription data in SaaSgrid, and the CRM aligned so revenue is reported accurately the first time.
• Customer Success Operations
  • Build the customer health scoring framework that flags risk and expansion opportunities early.
  • Define and track the onboarding metrics that matter: time-to-value, completion rates, early adoption signals.
  • Run the renewal operations calendar. CS shouldn't have to wonder who's at risk or what to do about it.
  • Tune the CS tooling stack so the post-sale journey feels as deliberate as the pre-sale one.
• HubSpot CRM Administration
  • Own the HubSpot instance: pipeline configuration, custom properties, workflow automation, data governance.
  • Manage the integrations to SaaSgrid, ZoomInfo, BI tools, and finance systems so we operate on one source of truth.
  • Build the dashboards and reports Sales, Marketing, and CS leadership rely on daily.
  • Keep refining the instance to cut rep friction, raise data quality, and reflect how customers actually move through the journey.
• Measurement & Influence
  • Track attainment across Sales and CS, and bring leadership concrete recommendations on how to scale what's working.
  • Run experiments. Inform marketing investments. Lead market intelligence work.
  • Measure cross-functional projects with Sales, Marketing, Product, Engineering, and BD so we know what's actually moving the number.

Qualifications

• 5 to 8+ years in Revenue Operations, Sales Operations, or Finance inside a SaaS B2B company.
• Real fluency in financial operations: ARR/MRR reporting, churn analysis, renewal forecasting, unit economics modeling.
• Hands-on customer success ops experience: health scoring, onboarding metrics, renewal workflows, playbook execution.
• Deep HubSpot expertise across pipeline configuration, custom objects, workflow automation, reporting, and integrations. HubSpot certifications are a strong plus.
• Strong analytical and modeling chops. Advanced Excel or Google Sheets is the floor. SQL is preferred. BI tool experience (Tableau, Looker, or equivalent) is strongly preferred.
• Experience with SaaSgrid or a comparable subscription management and revenue intelligence platform.
• A track record of partnering closely with Sales, Marketing, CS, Product, and Finance leadership.

Nice to Have

• High-growth SaaS startup or scale-up experience (Series A through C).
• ZoomInfo or comparable B2B intelligence platform experience.
• Experience standing up a CS ops function: onboarding playbooks, QBR frameworks, expansion motion design.
• Comfort owning complex financial models and presenting straight to executive and board audiences.
• Background in architectural, construction, or manufacturing verticals. Useful, not required.

Accessibility & Work Environment

INNERGY is committed to fostering an inclusive and accessible workplace. We support reasonable adjustments for individuals with disabilities in accordance with applicable laws. If you require any accommodations during the recruitment process or in your role, please let us know.

This role is primarily computer-based and may involve extended periods of screen time and frequent communication through digital tools. Work may be performed remotely or in an office setting, depending on the role and location. We prioritize employee wellbeing, flexibility, and a safe, supportive work environment across all regions.

Equal Opportunity Employer

INNERGY is an Equal Opportunity Employer that values diversity at every level of the organization. We are committed to creating a workplace free from discrimination and harassment. All qualified applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity or expression, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Location Eligibility Notice

This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates residing in certain U.S. states.

Eligible states include, but are not limited to: Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin.

At this time, candidates located in California, Colorado, New York, Illinois, Washington, or other states with active pay transparency requirements are not eligible for consideration.

Department

RevOps