Revenue Operations Manager

Company Description

Dazos is a healthcare-focused technology company founded in 2018 by a team of experienced professionals in medical, behavioral health, and software development fields. We specialize in providing the Dazos Business Intelligence Suite, a pioneering system tailored to the behavioral health industry. This innovative platform offers user-friendly and mobile-friendly tools to manage underpaid claims, track leads, and streamline decision-making processes by integrating with existing software and data. Our mission is to save time, recover revenue, and empower better oversight and management of behavioral health care facilities.

Role Description

The Revenue Operations Manager supports Dazos’ go-to-market teams by maintaining systems, improving workflows, ensuring accurate GTM data, and leveraging AI-driven tools to enhance operational efficiency. This role is execution-focused and hands-on. Success in this role means clean data, reliable dashboards, well-functioning automations, practical AI usage, and strong day-to-day GTM support.

Key responsibilities

GTM Process Execution & Improvement

• Maintain and update lead, opportunity, and customer workflows in Salesforce.
• Support standardization of sales stages, qualification criteria, and field usage.
• Help ensure smooth handoffs between Marketing, Sales, CS, and Finance.
• Identify process inefficiencies and recommend automation or AI-assisted improvements.
• Document processes and maintain internal playbooks.

Systems Administration & Data Hygiene

• Administer Salesforce (user setup, permissions, fields, reports, dashboards).
• Maintain high standards of data hygiene and CRM accuracy.
• Monitor and support integrations between CRM and other systems (billing, marketing automation, CS tools).
• Troubleshoot system issues and coordinate with vendors when needed.
• Monitor tool utilization and support license efficiency.

Automation & Enablement Support

• Build and maintain workflow automations (lead routing, approvals, notifications, renewals tracking).
• Develop scalable, self-service dashboards and reporting for Sales, CS, Finance, and leadership.
• Train users on systems, reporting, and AI-enhanced workflows.
• Support onboarding of new hires on GTM systems and tools.

Reporting & Analytics

• Maintain dashboards for pipeline, bookings, churn, expansion, and core efficiency metrics.
• Support funnel and conversion analysis, identifying data-backed improvement areas.
• Assist with quota tracking and rep productivity reporting.
• Provide structured reporting inputs for leadership updates and board materials.
• Support development of AI-assisted insights to flag risks (e.g., churn risk, stalled deals, underperforming segments).

Cross-Functional Coordination

• Partner with Finance to align ARR reporting, commission calculations, and reconciliations.
• Support marketing attribution models and lead scoring optimization.
• Assist Customer Success in building renewal tracking and expansion visibility.
• Collaborate with GTM leaders to ensure reporting accuracy and consistent metric definitions.

Who you are

• 2–4 years in Revenue Operations, Sales Operations, CRM Administration, or related roles.
• Hands-on Salesforce administration experience required.
• Experience in SaaS or subscription-based business models is strongly preferred.
• Exposure to AI-enabled features within CRM or GTM systems is a plus.
• Education: Bachelor’s degree preferred, or equivalent work experience.

Skills:

• Strong working knowledge of Salesforce (reports, dashboards, flows, automation).
• Understanding of SaaS GTM workflows (lead lifecycle, opportunity stages, renewals, expansion).
• Experience building automation and maintaining integrations (native connectors, Zapier, APIs).
• Comfort leveraging AI tools to improve reporting, data quality, and workflow efficiency.
• Proficient in Excel or Google Sheets for reporting and reconciliation.
• Detail-oriented, organized, and process-driven.
• Strong communication skills with ability to support cross-functional stakeholders.

Nice-to-Haves:

• Familiarity with Customer Success tools (ChurnZero, Totango).
• Familiarity with Hubspot (especially Workflows and Attribution Models) 
• Experience supporting distributed teams.
• Exposure to predictive analytics or AI-based forecasting tools.

What we offer

• Opportunity to own and scale the operational backbone of the GTM organization.
• Inclusive, collaborative team culture where every employee is valued.
• Fun, mission-driven work environment with real impact in mental health.

Equal Opportunity Employer

Dazos is an equal opportunity employer and is committed to building a diverse and inclusive team. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.