About the position
Revenue Operations plays a critical role in ensuring financial success by improving the platforms, operations, and systems supporting our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the customer lifecycle, from lead generation to revenue recognition. Revenue Operations is essential to achieving our company's revenue and operational goals. As the Product Manager II, Sales & Customer Success (CS) Platform, you will focus on managing the Sales Platform as a product. You will work closely with key stakeholders to understand internal customer needs, prioritize features, and ensure the delivery of innovative solutions. Using your deep understanding of business processes, enterprise tools, automation, and integrated systems (e.g., Salesforce CPQ, Gong, LeanData, Outreach, etc.), you will create and maintain a roadmap of enhancements that drive measurable business outcomes. Collaborating with business analysts, tool administrators, and engineers, you will ensure platform changes meet business objectives while adhering to compliance requirements.
Responsibilities
- Deeply understand the needs, pain points, and workflows of internal customers to drive operational efficiency and improved business outcomes
- Own and prioritize the roadmap for the Sales & Customer Success Platform team, ensuring it delivers value and aligns with compliance
- Develop detailed functional specifications for tool, code/low code, workflow, and data changes to the Sales & Customer Success Platform team
- Write and maintain clear, concise, and detailed product requirement documentation (PRD) to guide development and ensure alignment with business objectives and user needs
- Identify opportunities for process improvements and implement best practices for scalability and efficiency
- Track and analyze KPIs, engagement, and usage metrics to measure the platform's impact and guide decision-making
- Evaluate and recommend tools and technologies to meet Sales & Customer Success needs
- Stay current with finance technologies, digital trends, and best practices to enhance the platform's capabilities
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Requirements
- Bachelor's degree in preferably in Computer Science, Math, Statistics, Finance, Accounting, or related field
- 3+ years of experience in product management, business process improvement, or a related field
- Familiarity with Salesforce, Outreach, Gong, and other sales tools
- Strong experience with product management tools like JIRA and Confluence
- Proven analytical and problem-solving skills with a focus on delivering measurable outcomes
- Experience applying product management methodology and deliverables, including leading customer conversations, establishing customer-centric requirements, and writing functional design specification documents to satisfy the requirements
- Proficiency in data integration and management, with a solid understanding of database structures, APIs, and data governance principles
- Ability to collaborate with cross-functional teams to deliver innovative solutions
- Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Benefits
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Robust training programs on industry and soft skills
- Employee assistance program
- Generous allotment of vacation days, sick days, and volunteer days
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
