Job Description

Workshop is looking for a Revenue Operations Manager who will be responsible for managing and optimizing our revenue-related software tools, including HubSpot and PandaDoc, while also driving data insights and reporting for the entire revenue organization. This is a hands-on role that will support Account Executives, Sales Development Representatives (SDRs), Account Managers, and Marketing teams by ensuring operational efficiency, accurate reporting, and streamlined processes.

As a Revenue Operations Manager you will:

• Own the administration, optimization, and integration of revenue tools such as HubSpot and PandaDoc.
• Collaborate with internal stakeholders to configure CRM workflows, automate processes, and improve data quality.
• Act as the primary point of contact for troubleshooting, user support, and training on these platforms.:
• Build and maintain comprehensive dashboards and reports to track key metrics.
• Provide regular insights and analysis to senior leadership, highlighting key trends, risks, and opportunities.
• Partner with Sales, Marketing, and Customer Success teams to streamline processes and improve alignment across the entire revenue cycle.
• Identify and implement best practices to drive operational efficiency and scalability.
• Assist in designing and refining compensation plans, quota setting, and performance measurement.
• Lead cross-functional projects aimed at optimizing sales processes and improving the buyer journey.
• Coordinate with key stakeholders to ensure smooth implementation of new tools, processes, and initiatives.
• Provide insights and recommendations based on data analysis to influence strategic decisions and support revenue growth.
• Develop a scalable framework for the revenue operations function as the company grows and expands.

To be successful at this position, you’ll need to have:

• 3-5 years of experience in Revenue Operations, Sales Operations, or a similar role, within a SaaS company.
• Proficiency in CRM and revenue management tools, specifically HubSpot and PandaDoc.
• Strong analytical skills and experience building reports and dashboards in tools like HubSpot, Excel, or BI platforms.
• Demonstrated ability to interpret data and provide actionable insights to improve sales performance.
• Excellent project management skills with the ability to prioritize and manage multiple initiatives simultaneously.
• Experience working cross-functionally with Sales, Marketing, and Customer Success teams.
• Proactive problem solving skills with strong attention to detail and a growth mindset.

Compensation and benefits:

• Highly competitive compensation
• Healthcare
• Stock options
• 401k
• Unlimited vacation
• Flexible work environment

About Workshop

Workshop is a fast growing, venture-backed startup based in Omaha, Nebraska and we’re on a mission to create more happy Mondays for employees everywhere. We build software to help internal communications teams create, send, and measure multi-channel, employee-centric campaigns.