Sales and Revenue Operations Manager

About Payliance

Founded in 2007, Payliance is a trusted leader in payment processing — processing more than $63 billion annually, supporting 40,000+ merchant locations, and serving over 350 lending clients. We offer an all-in-one platform for real-time funding, payment processing, account verification, and recovery services, giving lenders the technology to operate efficiently and confidently.

What sets Payliance apart is our blend of modern technology, deep industry expertise, and a highly collaborative, people-first culture. Backed by Serent Capital, we're expanding our capabilities and delivering measurable results for clients across lending, e-commerce, collections, and gaming.

About The Role

The Sales & Revenue Operations Manager is the operational backbone of Payliance's go-to-market function. You'll drive pipeline visibility, CRM integrity, and cross-functional accountability — partnering with Sales, Finance, Product, and Risk to equip the revenue organization with the tools and insights needed to exceed targets.

This is a high-impact, high-visibility role for an analytical, detail-oriented operator who thrives in fast-moving environments and can translate data into action.

What You'll Do

Pipeline & Revenue Analytics

• Own pipeline health, funnel analytics, and sales forecasting; surface risks and opportunities proactively.
• Build and maintain Salesforce/HubSpot reporting frameworks, stage definitions, and data standards.
• Develop commercial scorecards and KPI dashboards for leadership decision-making.
• Analyze revenue trends, booking patterns, and sales velocity to drive continuous improvement.

CRM & Sales Operations

• Administer and optimize Salesforce/HubSpot configuration, workflows, and automation.
• Maintain account mapping, contact hygiene, lead routing, and process documentation.
• Drive user adoption through training, SOPs, and ongoing enablement.

Territory, Quota & Compensation

• Support territory design, quota modeling, and comp plan development for direct and channel teams.
• Track performance against quota; ensure accuracy and fairness in commission calculations.

Cross-Functional Collaboration & Enablement

• Deliver timely data, reports, and insights to support deal strategy and execution.
• Align with Marketing on lead definitions, SLAs, and campaign tracking.
• Partner with Finance and Risk on deal structuring and post-close operations.
• Support annual planning, SKO, tool evaluations, and process redesign initiatives.

How Your Success Will Be Measured

• CRM Data Quality: Pipeline completeness, forecast accuracy, and hygiene scores across Salesforce/HubSpot.
• Operational Efficiency: Reduced manual effort, faster deal cycles, and measurable improvement in tool adoption.
• Forecast Reliability: Monthly and quarterly revenue predictions that leadership can act on with confidence.
• Cross-Functional Impact: Effective, timely partnership with Finance, Product, Risk, and Marketing.

Compensation & Benefits

• Competitve base salary based on experience and scope.
• Performance-based annual bonus.
• Medical, Dental, and Vision insurance.
• 401(k) with company match.
• Generous PTO plus paid company holidays.
• Company-paid life and long-term disability insurance.
• Paid parental leave.

Work Environment

Hybrid — based in Columbus, OH with a mix of in-office and remote work. Occasional travel may be required for team on-sites or company events.

Equal Employment Opportunity

Payliance is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for everyone. Discrimination or harassment of any kind — based on race, color, sex, religion, sexual orientation, gender identity, national origin, age, disability, genetic information, or pregnancy — is not tolerated. Reasonable accommodations are available throughout the application and employment process.

Requirements

What You'll Bring

Required Qualifications

• 4–7 years in Sales Operations, Revenue Operations, or a comparable role.
• Hands-on Salesforce and/or HubSpot administration and configuration experience.
• Strong analytical skills with the ability to translate data into clear, actionable insights.
• Excellent communicator; comfortable influencing across Sales, Finance, Product, and Risk.
• Proficiency in Excel; SQL or similar a plus.
• Genuine openness to adopting AI tools and a willingness to experiment with new technology to work smarter and faster.

Preferred Qualifications

• Experience in payments, fintech, or a regulated industry.
• Familiarity with 6sense, Gong, Outreach, Salesforce CPQ, or similar sales tech.
• Understanding of ACH, card processing, or lending workflows.
• Background in channel partner management or sales compensation design.
• Experience working in a private equity-owned, venture-backed, or high-growth startup environment.
• Demonstrated ability to leverage AI tools to improve pipeline reporting, forecast accuracy, or operational workflows.