BLR | Leadership Platforms | CCMI

Revenue Operations & Planning Manager

Dallas, TX
Full Time
dcH
Mid Level

The Revenue Operations and Planning Manager provides clarity and predictability to our revenue engine.

Reporting to the VP of Sales and Marketing, this position is critical in driving revenue intelligence and transforming pipeline data into actionable insights to ensure scalable growth.

Key responsibilities include building and maintaining the revenue related systems that give our leadership team complete pipeline visibility and ensuring confidence in our revenue forecasts.

Primary Duties and Responsibilities:

Revenue Intelligence & Forecasting

  • Design & maintain pipeline forecasting models that predict revenue with increasing accuracy
  • Create forward-looking financial models that inform strategic decisions
  •  Conduct upsell and account usage analysis to identify expansion opportunities
  •  Develop scenario planning models for new business initiatives
  •  Provide weekly pipeline visibility reports and monthly forecast updates

 Operations & Planning

  • Build and maintain dashboards that give teams decision-grade data
  • Provide quarterly operational reporting for board and leadership team
  • Manage Salesforce data integrity and reporting architecture
  • Streamline sales operations processes and file management
  • Track and report on new business case performance throughout the year

Reporting & Analytics

  • Manage quarterly data file distribution to customers
  • Administer invoice submission process and compliance reconciliation
  • Conduct salary benchmarking and compensation analysis
  • Maintain conference sales tracking and ROI analysis
  • Oversee budget tracking for both revenue and expenses

Additional Responsibilities:

  • Additional duties as assigned.

Critical Competencies

  • Ownership & Execution - Demonstrates a sense of ownership to drive issues to closure, maximizes the use of existing processes while continuously pursuing ways to improve efficiencies, sets aggressive goals, monitors progress, and delivers results, seizes more opportunities than others
  • Collaboration & Teambuilding - Builds and maintains relationships to successfully work toward common strategic goals, creates strong morale and spirit, fosters open dialogue, creates a sense of unity among team
  • Enthusiasm & Passion - Communicates a compelling and inspired vision of core purpose, focused on the future (not the past), inspires others to take the journey, sparks passion and creativity among those around them

The Individual:

  • Strong analytical mindset with ability to translate data into actionable insights
  • Attention to detail while maintaining strategic perspective
  • Proven ability to build financial models and forecasts from scratch
  • Proficient in Excel and Google Sheets
  • Experience with Salesforce reporting and administration
  • Experience with BI tools (Tableau, Looker, Power BI)
  • Basic SQL skills
  • Knowledge of data center or infrastructure markets plus
  • Background < 100-person company environments
  • Combined experience in sales operations and finance

Qualifications:

  • Work full-time in the Dallas, TX office
  • 5+ of experience in Revenue Operations, Sales Operations, or Finance within in a B2B SaaS environment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.

Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.

Share

Apply for this position

Required*
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*