Senior Revenue Operations Manager – Fund Administration

Juniper Square

. Serve as the primary Revenue Operations partner for the Fund Administration business .

Posted 9/30/2026full-timeRemote • United StatesSenior💰 $116,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Revenue Operations with a focus on Salesforce administration, process optimization, and data analysis. Proficient in managing forecasting, pipeline reporting, and cross-functional collaboration to drive revenue performance.

Highest-signal resume keywords

Revenue Operations ExperienceSalesforce AdministrationForecasting and Pipeline ManagementData Analysis and ReportingAI Tool Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue OperationsSales OperationsForecastingPipeline ReportingProcess OptimizationData AnalysisWorkflow ConfigurationLead RoutingOpportunity ManagementTerritory Administration

Soft Skills

Stakeholder ManagementCommunication SkillsChange Management

Tools & Technologies

Salesforce CRMTableauLookerGoogle SheetsExcelGongOutreachApolloClayZapier

Industry Keywords

FintechSaaSB2B SalesFund AdministrationPrivate Markets

Tech Stack

Tools & technologies

ApolloTableau

About the role

Key responsibilities & impact

Serve as the primary Revenue Operations partner for the Fund Administration business
Align Fund Administration priorities, strategies, and execution plans with other departments
Own Salesforce CRM health, data quality, workflow configuration, and process governance
Own and optimize end-to-end renewal workflows and maintain process documentation
Manage forecasting, pipeline reviews, forecast roll-ups, and reporting cadences
Integrate metrics including renewals, upsells, and churn
Design, document, and improve revenue processes including lead routing, opportunity management, territory and quota administration, and expansion deal processes
Build and maintain dashboards and reporting for pipeline, conversion, renewals, and revenue performance
Establish rules of engagement and manage cross-functional escalations and handoffs
Partner with Fund Administration, Sales, Marketing, Customer Success, and Finance leadership
Use AI tools such as Claude to orchestrate multi-step workflows and reduce manual work
Identify process automation and revenue-tech tooling improvements
Support change management and enablement for new tools and processes
Support pricing and packaging, sales compensation, territory design, and quota-setting processes
Report to the Senior Manager, Revenue Operations

Requirements

What you’ll need

7+ years of experience in Revenue Operations, Sales Operations, or a related GTM/Business Operations role
Experience in fintech, SaaS, or a complex B2B enterprise sales motion
Experience supporting Fund Administration, private markets, or another complex, services-driven revenue motion
Hands-on Salesforce administration experience
Experience owning end-to-end renewal and/or expansion workflows
Experience managing forecasting, pipeline reporting, and recurring GTM operating cadences such as QBRs, pipeline reviews, and forecast calls
Strong analytical skills
Proficiency in data and reporting tools such as Salesforce reporting, Tableau, Looker, or advanced Google Sheets/Excel
Ability to translate ambiguous business problems into clear processes, systems, and recommendations
Strong stakeholder management and communication skills
AI fluency, including use of tools like Claude to orchestrate multi-step workflows across two or more tools and produce reusable, structured outputs
Ability to describe a recurring revenue process redesigned around AI-assisted execution and its team-level impact
Experience with GTM tooling such as Gong, Outreach, Apollo, or Clay
Experience building lightweight automations or integrations using Zapier, no-code tools, or basic scripting
Bachelor’s degree in business, finance, economics, or a related field (nice to have)
Ability to work in the United States; application asks about U.S. employment sponsorship

Benefits

Comp & perks

Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company-paid holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Allowance to customize your work and technology setup at home
Annual professional development stipend
Equity
Fully remote work option
Flexible office work options