Sr. Revenue Operations Manager

WHO WE ARE...

Maxwell was founded in 2015 by homebuyers who were shocked by the complexity and inefficiencies of the mortgage process for borrowers and lending teams alike. We’ve created a platform that has not only streamlined the process and made it more efficient - closing loans 45%+ faster - but has made mortgages more accessible in the process. Our mission is clear: democratize mortgage by helping lenders work more efficiently and stay compliant while eliminating the barrier to entry and the stress for the borrower.

We are a company focused on a supportive, diverse, and inclusive culture - live through our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" - to bring equality to the mortgage process and spread financial empowerment. Intrigued? Read on and say hello!
WHO YOU ARE...

The Sr. Manager, Revenue Operations will be responsible to optimize and scale revenue operations processes across our marketing, sales and customer success teams. supporting revenue growth, client retention and expansion. You will play an integral role in transforming our sales and customer success motions into a repeatable, scalable machine by collaborating across teams and overseeing Salesforce administration, while identifying opportunities to automate processes and implement continuous improvement in our data quality, analysis and reporting. You’ll work closely with our operations, marketing, sales and finance teams on process efficiency, CRM management, and sales-order entry. And you will be a key business partner for revenue leadership and other executives to evaluate and advance decisions that scale our business.

WHAT YOU’LL BE DOING…

Revenue Operations & Strategy

• Analyze data, identify improvement opportunities, and implement processes to increase productivity in sales, marketing, and customer experience
• Partner with the revenue leadership to translate go-to-market strategy into quarterly revenue operations plans, and with cross-functional teams to continuously improve our processes
• Manage revenue team operating rhythms, including weekly reviews, monthly pipeline and sales capacity planning, and annual compensation design
• Develop trackability and consistency for key steps of the Sales process and order management, including contract management and tracking for Engineering and Finance teams
• Maintain contract history and relevant customer details to optimize customer expansion and ensure cross-team alignment
• Collaborate with product, marketing, and sales leadership to develop impactful training materials, presentations, and demos aligned with product updates, competitor insights, and market trends
• Orchestrate sales training efforts from onboarding to new product rollouts to sales skills development

Data Management, Analysis & Reporting

• Measure performance against sales plans and track progress towards monthly, quarterly and annual targets across sales development and seller teams
• Create custom reports and dashboards to provide visibility into key business metrics and track progress against goals
• Develop and implement best practices for using Salesforce to support our business processes and ensure data integrity
• Build and maintain CRM data governance for effective revenue reporting between Finance, Product and Revenue teams

Tech and Process Management

• Ensure our tech stack serves our sellers, empowers our leaders to make decisions and allocate resources, and facilitates a seamless experience for our prospects and customers
• Evaluate, implement and optimize tools used by revenue teams including Salesforce, Zoominfo, Salesloft and other sales/marketing technologies.
• Develop and maintain documentation, including standard operating procedures, training materials, and system diagrams
• Collaborate with Engineering, Finance and other teams, serving as a subject matter expert for Salesforce, providing guidance and thought leadership to the team
• Manage user access and permissions, troubleshoot issues, and provide training and support to users as needed
• Present system updates and process changes to internal stakeholders in an effective and timely manner
• Establish transparent process to field requests from CRM individual contributors

IDEALLY YOU’LL HAVE...

• Minimum of 6 years of prior experience in providing reporting, analysis and/or metric-driven operations for revenue teams within a SaaS or B2B enterprise technology company
• Proven track record of success in leading operational improvement initiatives that impact revenue growth in an organization
• Salesforce Admin certification preferred and management of a Salesforce Sales Cloud Organization
• Experience maintaining and driving further adoption of the CRM for a business required
• Experience collaborating cross-functionally across Sales, Marketing, Customer Success, Product and Finance
• Proficiency with Salesloft, ZoomInfo, Google Suite experience, heavily preferred
• Salesforce Flows, Dataloader, Process Builder, Security Rules, and trouble-shooting
• Experience with APIs and Integrations to ensure all sales leveraged technology communicates 
• MBA or equivalent degree a plus, but not required
• Results-driven team player who works effectively with others, reflecting our ROCKS values
• Highly metrics driven, with an insatiable appetite for data-driven decision-making
• Effective planning and prioritization skills to manage time effectively and accomplish tasks from across a matrixed organization
• Problem-solver who applies critical thinking by generating, evaluating, and implementing ideas into solutions
• Naturally curious attitude demonstrating a passion for learning new things and understanding what makes our teams successful 
• Priority of focusing on diversity and ability to collaborate with various groups and allow everyone to have their opinions taken into consideration
• High comfort level working in high-context, low-guidance organizational areas where there is no blueprint for success 
• Clear expertise in sales-related technology stacks, such as Salesforce, Zoominfo, Salesloft, and others, with demonstrated ability to tie technology implementations to ROI

WHAT WE OFFER YOU

An opportunity to be a key part of an agile team of thinkers and doers collaborating to change a multi-trillion dollar industry. We offer meaningful equity at a growth-stage company, a competitive salary, top-tier medical, dental, and vision insurance, and flexible work hours and vacation time. Here are our awesome benefits in black and white:

• Competitive pay and meaningful equity as an employee at a fast-growing, venture-backed company. We want you to participate and make decisions as an owner with our future in mind
• Employee-centric environment - initiatives in place to create an environment of belonging and inclusion and career path plans based on achievable goals and not tenure or nepotism.
• A 401(k) and top-tier insurance plans to select from along with a FSA and HSA where you can set aside pre-tax money for out-of-pocket expenses
• Flexible time off plus all 11 major holidays and 2 floating holidays for your birthday, religious holiday or other special day of your choice
• Two volunteer days - paid days off to volunteer each year at the charity of your choosing
• An “Even Merrier Holidays” when we slow down between Christmas and New Year so you can enjoy more time with your loved ones
• A powder ski day for that one day when you’ve just got to hit the slopes with no lift lines

OUR APPLICATION PROCESS
At Maxwell, we value our differences, and we encourage all—especially those whose identities are traditionally underrepresented in tech organizations—to apply. Maxwell is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. If you require further accommodations or have questions regarding accessibility of our roles, please reach out to [email protected]. All employment decisions at Maxwell are based on a person's merit, business needs, and role requirements.

Compensation Range: $120,000-$140,000