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Senior Revenue Operations Manager, Fund Administration
Juniper Square · USA
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What Juniper Square asks for
From Juniper Square's Senior Revenue Operations Manager, Fund Administration ad, checked 4 Nov 2026.
Salesforce administration and data quality
Hands-on Salesforce administration with a focus on data integrity, workflow configuration, and process governance to support accurate downstream reporting.
Renewal and expansion workflows
Managing the end-to-end process for renewals and expansions, including documentation, performance reporting, and alignment between customer success and sales.
Forecasting and GTM reporting
Managing the forecasting process and recurring go-to-market rhythms such as pipeline reviews and quarterly business reviews using tools like Tableau, Looker, or Excel.
AI workflow orchestration
Using AI tools like Claude to automate multi-step revenue tasks and redesigning recurring processes for team-level efficiency.
The ad asks for 7 or more years of experience in Revenue Operations or a related role. Location is the United States, with remote and office-based options available across 27 states.
How the example answers the ad
AI workflow orchestration
“Implemented Claude-based automations to summarize pipeline notes and update Salesforce records, reducing manual data entry for the sales team by 4 hours per week.”
Applying Claude to automate CRM updates for the sales team shows ai workflow orchestration.
Salesforce administration and data quality
“Governed Salesforce data health through rigorous validation rules and automated enrichment, improving lead-to-opportunity conversion rates by 12%.”
Maintaining data health using validation rules and enrichment in Salesforce answers crm governance.
Renewal and expansion workflows
“Managed the end-to-end renewal process for 500+ commercial accounts, ensuring documentation compliance and alignment between sales and customer success.”
Handling renewals for 500 accounts while aligning sales and customer success departments addresses revenue lifecycle.
Forecasting and GTM reporting
“Facilitated weekly forecast calls and quarterly business reviews using Tableau and complex Excel models to drive predictability.”
Leading weekly and quarterly reviews with Tableau and Excel models shows forecasting and gtm reporting.
The whole example as text
Leila Nazari · Senior Revenue Operations Manager
Summary
Senior Revenue Operations Manager with 8 years in SaaS fintech and real estate technology. Optimizes Salesforce data integrity and governance to ensure reporting accuracy across global revenue teams. Orchestrates end-to-end renewal workflows and manages complex pipeline reviews using Tableau and Excel. Implements Claude-based automation to streamline CRM record management, reducing manual data entry for the sales team by 4 hours per representative weekly.
Experience
Senior Revenue Operations Manager · VTS
San Francisco, CA · 2024 - Present
- Lead revenue operations strategy and execution for a $200M ARR organization.
- Implemented Claude-based automations to summarize pipeline notes and update Salesforce records, reducing manual data entry for the sales team by 4 hours per week.
- Managed end-to-end renewal and expansion workflows for enterprise accounts, increasing gross retention by 6% annually.
- Facilitated weekly forecast calls and quarterly business reviews using Tableau and complex Excel models to drive predictability.
- Governed Salesforce data health through rigorous validation rules and automated enrichment, improving lead-to-opportunity conversion rates by 12%.
Revenue Operations Manager · Procore Technologies
Carpinteria, CA · 2021 - 2024
- Managed the end-to-end renewal process for 500+ commercial accounts, ensuring documentation compliance and alignment between sales and customer success.
- Developed and maintained GTM reporting dashboards in Looker, providing actionable insights for VP-level quarterly reviews.
- Executed Salesforce configuration updates for lead routing and opportunity stages, decreasing average deal cycle time by 15 days.
Revenue Operations Analyst · DocuSign
San Francisco, CA · 2018 - 2021
- Supported Salesforce administration including user management, field security, and report folder access for 150+ users.
- Analyzed sales performance data in Excel to identify trends in pipeline velocity, resulting in a 10% increase in regional quota attainment.
- Coordinated territory planning and segmentation efforts to align sales coverage with emerging market demand.
Education
Master of Business Administration · Stanford University
Stanford, CA · 2018 - 2020
- Completed concentration in Strategy and Operations
- Graduated with distinction and honors
Bachelor of Science in Business Administration · University of California, Berkeley
Berkeley, CA · 2013 - 2017
- Maintained 3.9 GPA
- Awarded Dean's List honors all semesters
Skills
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Frequently asked questions
Is the example from an employee?
No. It is an AI-written example for this ad, made to show how a resume can answer it.
Do I need to live near an office?
No. Juniper Square offers a fully remote experience, though they have physical offices in San Francisco and New York City for those who prefer them.
Do I need every listed qualification?
No. The ad encourages application even if you do not meet all qualifications.
Where do I apply?
On the official Juniper Square posting, through the job link on this page.
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