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Revenue Operations Manager - Reading, United Kingdom - Dynamic Planner
Description
About Dynamic PlannerDynamic Planner was founded in 2003 and is the UK's most popular risk profiling and asset allocation investment process.
It is the UK's leading end to end financial planning system supporting 45% of investment advice firms in the UK, reviewing more than £100billion of client assets and profiling more than 1,700 investment solutions from 150 asset managers worth over £280billion each quarter.
Dynamic Planner's purpose is to help advice firms match clients with suitable solutions through engaging financial planning so that people can better fund the lives they want to lead.
Role PurposeAs a Revenue Operations Manager you will play a crucial role in providing analytical insights and operational support to the Go-To-Market (GTM) team.
Reporting directly to the Chief Revenue Officer (CRO), you will be responsible for understanding and analysing revenue-related data, optimising processes, and ensuring accurate financial reporting for the GTM function.
Additionally, you will maintain a direct line of communication with the Chief Financial Officer (CFO) to provide a comprehensive view of GTM performance and financial metrics.
This is an amazing opportunity for someone who is extremely serious about career progression within a fast paced, high growth SaaS business as we invest in our GTM strategy.
You can really make an impact, architect this brand-new role and create excellence within the RevOps function.Do you enjoy?
*Working directly with senior stake holders (c suite) and having an influence on the GTM strategy
*Being a strategic partner who uncovers insights into business data to optimise Sales, *Marketing, and Customer success processes .
*Making an impact in a high growth, fast paced business, taking ownership and accountability and providing accurate financial reporting and solutions
*Understanding and analysing revenue related data to drive growth.
*Being part of a fantastic team, working collaboratively with a fantastic team
Why work with us?
We have a fantastic story with a strong purpose and an award-winning product.
We want to be impactful; we are passionate and lead with new initiatives.
We are engaging, empowering, and our team go the extra mile which has resulted in an amazing culture within a diverse team.
We identify and invest in areas of the business to drive further growth, efficiencies and to be successful.We support our local communities, charities and work as mentors and volunteers.
We are a hybrid company offering a flexible blend of office (Central Reading) and home working life with socials and fantastic offsites.
Key responsibilitiesData Analysis and Reporting
Analyse revenue and sales data to identify trends, opportunities, and areas for improvement.
Prepare regular and ad-hoc reports for the CRO and GTM team, highlighting key performance metrics, revenue forecasts, and sales pipeline insights.
Forecasting and BudgetingCollaborate with Sales, Marketing, and Finance teams to develop revenue forecasts and budgets based on historical data and market trends.
Monitor actual performance against forecasts, identifying variances and recommending corrective actions as needed.Process Optimisation
Evaluate and optimise sales and revenue-related processes, including lead generation, sales operations, and customer lifecycle management.
Implement data-driven strategies to improve sales efficiency, revenue growth, and customer retention.
Cross Functional Collaboration
Work closely with sales, marketing, and customer success teams to align goals, strategies, and initiatives to drive revenue growth.
Work with CFO and finance on quotas, commission scheme design and execution.
Collaborate with finance and accounting teams to ensure accurate and timely revenue recognition, billing, and financial reporting.
Technology Enablement
Leverage CRM systems (e.g., Salesforce) and other sales and marketing tools to capture, analyse, and report on sales and revenue data.
Identify opportunities to enhance technology infrastructure and tools to support GTM strategies and operations.Financial Analysis and Insights
Provide financial analysis and insights to the CFO, highlighting GTM performance, revenue projections, and profitability metrics.
Support financial planning processes, including annual budgeting, forecasting, and variance analysis related to GTM activities.
Key Stakeholders:
Sales team
Marketing
Customer Success
Finance
Operations
Competencies
(knowledge/skills/experience)
Experience
Proven experience in revenue operations, sales operations, financial analysis, or related roles within a fast-paced, technology-driven environment.
Experience working with CRM systems (e.g., Salesforce) and sales/marketing automation tools.
Knowledge of revenue recognition principles, SaaS business models, and key performance indicators (KPIs) related to GTM functions is a plus.
Analytical ThinkingStrong analytical skills with proficiency in data analysis tools (e.g., Excel, SQL, BI tools).
Collaboration and Communication
Excellent communication, collaboration, and presentation skills with the ability to interact effectively with cross-functional teams and senior leadership.
Adaptability
Ability to work independently, manage multiple priorities, and drive initiatives to completion in a timely manner.
Education & Qualifications
Degree level preferred
