Revenue Operations Program Manager

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, as the Manager of Revenue Operations. You will build and optimize the operational foundation supporting all revenue-generating activities across fintech and payments partnership teams. This role ensures that systems, processes, data, training programs, and tools used by go-to-market teams are aligned, efficient, and scalable. You will drive operational excellence across the full revenue lifecycle, enabling strategic growth, improving decision-making, and enhancing sales effectiveness. The position requires strong analytical skills, experience with CRM platforms (e.g., Salesforce), and the ability to collaborate with cross-functional teams. Pathward offers a comprehensive benefits package including health insurance, 401(k), life insurance, disability benefits, and paid time off.

Requirements

• Bachelor's degree or equivalent education and work experience
• 5–8 years of experience in revenue operations, sales operations, or a related go-to-market operations role, preferably in a fintech, SaaS, or high-growth technology environment
• Deep experience managing and administering CRM platforms (e.g., Salesforce, HubSpot) and related sales tools
• Demonstrated success in developing and delivering sales enablement materials, training programs, and onboarding resources
• Proven ability to design, implement, and optimize sales processes and operational workflows across complex, multi-stakeholder teams
• Strong analytical skills with the ability to interpret data, generate insights, and drive strategic decisions through reporting and dashboards
• Highly effective at leveraging technology to improve processes, automate workflows, and increase operational efficiency (e.g., using Zapier, Salesforce Flow, custom scripts, or low-code tools)
• Excellent project management and cross-functional collaboration skills; able to lead initiatives across cross-functional teams
• Strong written and verbal communication skills, with the ability to clearly convey complex information to both technical and non-technical audiences
• Self-starter with a proactive mindset and a strong sense of ownership and accountability
• In depth knowledge of Payments industry (Issuing, Acquiring, and Money Movement products)
• Fast learner

Responsibilities

• Designs, implements, manages and continuously improves sales processes to support both new fintech/payments partner acquisition and existing partner expansion
• Manages the CRM (Salesforce) and related sales technology stack, ensuring data integrity, usability, and alignment on behalf of the sales team
• Develops and maintain reporting and dashboards to provide visibility into pipeline health, sales performance, and key revenue metrics
• Collaborates with business development and partner growth teams to identify operational bottlenecks and implement scalable solutions
• Leads the creation and maintenance of sales enablement materials, including playbooks, pitch decks, process documentation, and onboarding guides
• Coordinates and supports training programs for go-to-market teams to ensure consistent adoption of tools, processes, and best practices
• Partners with cross-functional teams (e.g., marketing, product, legal, compliance) to align revenue operations with broader organizational goals
• Supports forecasting, and goal setting through data-driven insights and scenario modeling
• Monitors and evaluates the effectiveness of sales strategies and tools, recommending improvements based on performance data and feedback
• Builds a trusted relationship with sales reps
• Other duties as assigned

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off