Revenue Operations Manager

Company: Clearstory Technologies, Inc.
Location: Walnut Creek
Posted on: May 9, 2025

Job Description:

The RoleClearstory is seeking a Revenue Operations Manager to help us build, measure, optimize and scale our go-to-market programs to drive growth. In this role, you will uncover, develop, scope, implement and drive adoption for technology and process changes that increase the efficiency of GTM teams (Marketing, Sales, & CS). Create & maintain systems and processes that produce the data necessary to run the GTM teams and make regular strategic decisions. Support GTM and Finance leadership with analysis, research and planning on strategic projects for the Company.We are rapidly growing, and need to continue evolving our systems and approach to scale. Our customers love us, and now we need to scale our rocketship! This is a great opportunity if you are excited about growth and having a major impact on a real-world industry and growing technology companyYou will be reporting to Sales and Finance as this is a role that will require coordination of data and CRM reporting, sales administration, sales processes including contracting, as well as financial reporting and analysis.
What you'll be doing

• You'll lead CRM administration and insights- working with Sales, Mktg, and Finance leadership
• You'll own the end-to-end process of tracking and analyzing the sales funnel from lead to customer and delivering regular insights to the business.
• You'll lead the optimization and support of our sales outreach tools (Hubspot and Salesloft)
• You'll guide and assist leadership with Go-to-Market strategy, Strategic, and financial planning
• You'll manage and optimize our sales tech stack and troubleshoot issues
• You'll support pipeline/forecast calls, team calls, and quarterly business reviews
• You'll create/manage all CRM reporting, forecasting, and dashboards.
• You will assist in territory planning and quota/productivity modeling
• You will ensure defined protocols are followed and help administer contract and sales processes to ensure completion and compliance
• You'll complete data analysis with large datasets to gather insights and guide investment and growth
• You'll juggle and project manage priorities and projects within the sales team, finance team, and across the company.
  The Company You'll JoinWe are a first-of-its-kind, category-defining software that is revolutionizing the commercial construction industry. Clearstory is digitizing and automating the change order process inside the commercial construction industry. Regardless of what financial software a construction company uses internally, they can use us to share costs with the companies they work with. This is why our integrations team is so critical to our company's success!Just as TurboTax did for tax documents and Bill.com did for accounts receivable and accounts payable, Clearstory is doing the same for change order communication between construction companies.The construction industry is being transformed fast by technology, but the way companies communicate costs hasn't evolved in decades and still heavily relies on carbon copy paper, spreadsheets, and email to track billions of dollars. These arcane manual processes can take days or weeks and include hours of manual office tasks such as scanning, manually transcribing, and tedious data entry into spreadsheets.At Clearstory we are changing that and creating a new category "change order communication," by intelligently digitizing this age-old process. This leads to an increase in profits, more successful contractor-to-customer relationships, more transparency into a project's true cost, and less wasted paper!We are a Series B 100% SaaS company with impressive credentials for a company at our stage.The Team You'll Be Surrounded ByIn addition to experienced SaaS sales, marketing, engineering, and product leaders, our team has over 60 years of combined experience in the commercial construction space. At Clearstory we know our customer's pain points and challenges firsthand and have built a category-defining product that serves the user first.You'll be part of an ambitious and collaborative company, committed to growing a supportive and diverse team that is passionate about empowering our contractor customers.More important than meeting 100% of qualifications, we are looking for collaborative, long-term team members with a growth mindset, a commitment to proactive communication, and a bias towards action, who are aligned and excited with our company's mission to build the industry standard in digital change order communication for the commercial construction industry.
  The OpportunityAs an early member of the team, you will have an exceptional level of impact on the development and iteration of our Company and the workplace culture itself.This is your chance to join a team that is bringing game-changing technology to a stagnant, static, pen-and-paper part of the commercial construction industry.This is an earlier-stage company and as such you will have many intangible benefits that go along with that opportunity such as the ability to influence the culture of your workplace, the ability to make an immediate impact with a product that already has an established product market fit and a healthy and growing user base as well as significant product influence.We'd love to hear from you if you have
  • 4-6+ years experience in Revenue Operations or Sales Operations roles- at least 2 years in SaaS B2B sales motions
  • A self-starter and collaborative nature and a desire to have fun in a team environment!
  • Execution skills- you get stuff done!
  • Strong analytical and conceptual problem-solving abilities
  • Exceptionally strong communication skills with experience effectively communicating with senior management.
  • Ability to work with multiple leaders and "bosses" as this is a collaborative and highly cross-functional role.
  • Familiarity and comfort with sales strategies & processes, sales systems/related tools, and reporting
  • Attention to detail and understanding of how numbers and analysis must fit together.
  • Proficiency in SalesLoft, Gong, Google Sheet & Slides, LinkedIn Sales Navigator, Zoominfo
  • Strong to Expert proficiency in Hubspot- sales and marketing CRM
  • A Bachelor's degree, or equivalent work experience
  • Strong organizational and project/program management skills and processes
  • Passion for pioneering innovative, highly effective tools & processesBonus points if
    • You have worked at a startup or high-growth company that has moved from very early-stage to B+ rounds.
    • You have a strong understanding of the Commercial Construction industry and its Ecosystem.
    • You have been in an accounting department environment.About YouWe want you to be a part of the Clearstory success story so as you engage with us and our team members, it would be helpful for you to understand some of the core characteristics of our team - hopefully, many of these resonate with you!
      • Embody our core values
        • Be Curious
        • Customer Obsession
        • Keep It Simple
        • Raise the bar
          • Passion and enthusiasm for your work and the Company
          • Loves to take the initiative
            • An upbeat, positive, and good-to-be-around attitude.
            • Sense of humor.
            • Is a "doer" with a hands-on approach
            • Very high energy.
            • Commitment to excellence.
            • Operationally focused - thinking about the entire business and not just your role.
            • Bright, quick, articulate, able to influence without direct authority, excellent presentation and interpersonal skills, and able to adapt to different outside constituencies.
            • Ability to influence peers, operational managers, and executive team.
            • People willingly seek out your advice in the planning phase of decisions.
            • Strong entrepreneurial nature and approach.
            • You foster trust and accessibility.
            • Strong prioritization skills.
            • Aggressive drive with a can-do attitude.
            • Ability to build relationships and earn the respect of other teams.
            • Organizational tolerance: able to work with ambiguity and constant change.
            • Genuine passion for customer service.
            • Enjoys and has implemented change.
            • Believes strongly in his/her abilities.Benefits
              • Ability to work with a new product category that has already found product market fit
              • Hybrid work schedule - this role is 3 days a week in our office here in Walnut Creek and two flex days where you are welcome to come into the office or work from home.
              • Executive interaction regularly
              • Competitive market-rate salary for a Series A company
              • Subsidized healthcare, vision, and dental
              • Early equity!We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at recruiting@Clearstory.com. As a company, we value fairness, collaboration, communication, and leadership and build our teams around these values.
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Keywords: Clearstory Technologies, Inc., Roseville , Revenue Operations Manager, Accounting, Auditing , Walnut Creek, California