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<h1><strong>Revenue Operations Manager</strong></h1>
<p><strong>EviSmart</strong> · Vancouver, BC (In-Office) · Reports to CEO</p>
<h2><strong>About EviSmart</strong></h2>
<p>EviSmart is a fast-growing B2B SaaS company building workflow automation software for dental and medical practices. With proven product-market fit, strong retention, and a clear path to scale, we're entering the most important growth phase in the company's history.</p>
<h2><strong>About the Role</strong></h2>
<p>Build-from-scratch mandate across Marketing Ops, Sales Ops, Success Ops, and BizOps. You will architect the systems, processes, and playbooks that power EviSmart's next stage of growth — reporting directly to the CEO and partnering across Sales, Marketing, CS, Finance, Product, and Engineering. <strong><em>This is an operator-builder role</em></strong>.</p>
<h2><strong>What You'll Own</strong></h2>
<h3><strong>Marketing Operations</strong></h3>
<ul>
<li>Define lead, MQL, SQL, opportunity, and customer in HubSpot — with source, owner, and stage traceable on every record</li>
<li>Instrument the funnel end-to-end: volume, conversion, velocity, and cost from ad impression to closed-won</li>
<li>Own HubSpot Marketing Hub: lead scoring, routing, nurture workflows, form logic, UTM governance, and the handoff to Sales Hub</li>
<li>Stand up the attribution model and deliver spend-to-pipeline-to-closed-won reporting by channel, campaign, and segment</li>
<li>Operationalize the ICP as account-level flags in HubSpot and enforce continuous data hygiene (dedup, standardization, enrichment)</li>
</ul>
<h3><strong>Sales Operations</strong></h3>
<ul>
<li>Establish a single source of truth for revenue data — reconciling HubSpot, billing, and finance into one authoritative view of ARR and pipeline</li>
<li>Build a forecast the CEO and CFO trust: weekly cadence, stage-exit criteria, commit/best-case/pipeline methodology — tightening accuracy from ±30% to ±10%</li>
<li>Design EviSmart's first real quota, territory, and compensation plan, tied to capacity and ICP</li>
<li>Document the sales process, configure HubSpot to enforce stage discipline, and own the revenue tech stack (Sales Hub, engagement, conversation intelligence)</li>
<li>Run the deal desk and define the core revenue metrics and reporting cadence for weekly ops, monthly leadership, and quarterly board reviews</li>
</ul>
<h3><strong>Customer Success Operations</strong></h3>
<ul>
<li>Build the customer health score and early warning system across usage, engagement, support, NPS/CSAT, sponsorship, payment, and contract signals</li>
<li>Own the renewal forecast in parallel to the sales forecast: pipeline by quarter, at-risk deals, gross retention commit, expansion pipeline</li>
<li>Design the CS operating model: segmentation, coverage, book size, and ARR-per-CSM ratios</li>
<li>Design the onboarding and time-to-value process; measure, report, and enforce it</li>
<li>Define and report retention metrics (GRR, NRR, logo retention, expansion, churn, TTV) and own the Success tech stack and its integrations</li>
</ul>
<h3><strong>BizOps & Engineering Partnership</strong></h3>
<ul>
<li>Own HubSpot as a platform: data model, objects, validation rules, automation, permissions, and sandbox/release management</li>
<li>Design and own the integration architecture across HubSpot, billing, product, finance, CS platform, and the data warehouse</li>
<li>Stand up the modern data stack and partner with Engineering on event instrumentation and data contracts</li>
<li>Build and maintain the core business logic layer: ARR, MRR movements, pipeline, health score, territory, quota attainment, commissions inputs</li>
<li>Resolve the identity and account hierarchy problem across systems and install change management for all revenue-system changes</li>
</ul>
<h2><strong>What You'll Bring</strong></h2>
<p><strong>Required</strong></p>
<ul>
<li>5–8 years in Revenue Operations, Sales Operations, or adjacent BizOps/GTM Strategy at a B2B SaaS company</li>
<li>Experience at the $10M–$50M ARR stage, ideally as a founding or early RevOps hire</li>
<li>Deep, hands-on HubSpot expertise (Sales, Marketing, Service, Operations Hub) — builder-level, not user-level</li>
<li>Proven ownership of a forecast: methodology, cadence, accuracy, finance partnership</li>
<li>Track record designing quota, territory, and compensation plans</li>
<li>SQL fluency and comfort in a modern data stack (warehouse + dbt + BI)</li>
<li>Partnership experience with Engineering on instrumentation and integrations</li>
</ul>
<p><strong>Nice to Have</strong></p>
<ul>
<li>Founding or first-RevOps-hire background</li>
<li>Healthcare, dental, or regulated-industry SaaS</li>
<li>Vertical SaaS go-to-market experience</li>
<li>SOC 2 or compliance-adjacent exposure</li>
</ul>
<p><strong>How You Work</strong></p>
<ul>
<li>Builder's instinct — ship in weeks, iterate; don't design for six months</li>
<li>Operator's discipline — document, sequence, close loops</li>
<li>Strategic range — boardroom to HubSpot workflow without losing the thread</li>
<li>Bias to clarity — write down definitions, decide authoritative systems</li>
<li>Low-ego partnership — credibility with Engineering, Finance, and GTM leadership</li>
</ul>
<h2><strong>What Success Looks Like</strong></h2>
<ul>
<li>Forecast accuracy tightens from ±30% to ±10% within three quarters</li>
<li>A single, trusted ARR number used by Finance, the CEO, and the board</li>
<li>A HubSpot instance that enforces process and holds clean pipeline data</li>
<li>A health score CSMs use weekly and a renewal forecast leadership trusts</li>
<li>A defensible attribution view that ends the "where is pipeline coming from" debate</li>
<li>GTM leadership making capacity, coverage, and investment decisions with confidence</li>
</ul>
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