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Revenue Operations Manager
hace 1 día
Location: Global (remote/hybrid)
About Us
At MedComms Experts and NexGen, who have recently combined forces, we believe our transformational role in communicating scientific progress has the power to shape clinical practice and improve lives.
We stand apart through strategic and creative thinking, excellence in execution, and a people-first, collaborative mindset. We partner with clients who share our ambition to challenge convention and co-create innovative solutions that make complex science accessible, engaging, and memorable.
By combining scientific depth with human-centered storytelling and digital innovation, we help medical and scientific leaders communicate with clarity, authenticity, and measurable impact.
Overview
The Revenue Operations Manager will serve as the operational backbone of our sales and marketing function, ensuring our revenue teams have the systems, data, processes, and training needed to scale efficiently and drive predictable growth.
This role will own CRM administration, sales and marketing technology optimization, data integrity, enterprise reporting and analytics, and cross-functional process design. You will be the go-to expert for Salesforce configuration, system integrations, RFP response coordination, and ensuring our revenue tech stack works seamlessly to support our commercial objectives.
Working closely with Growth, Finance, and Operations leadership, the Revenue Operations Manager will build scalable infrastructure to support aggressive revenue targets while maintaining data quality, compliance, and operational excellence across our newly integrated organization.
This role requires a hands-on operator who can configure systems, train users, build reports, coordinate complex processes, and drive adoption—all while maintaining the data hygiene and compliance standards critical to our business.
Beyond technical expertise, this role requires strong interpersonal skills and the confidence to drive behavioral change. We're looking for someone who will teach teams "how to fish"—building sustainable habits around data entry—rather than simply cleaning up after others. The ideal candidate will be persuasive enough to secure buy-in, yet assertive enough to course correct firmly when standards slip, recognizing that poor data hygiene can quickly become overwhelming without consistent enforcement.
Key Responsibilities
CRM & Systems Management
Own Salesforce administration including user management, object configuration, workflow automation, validation rules, and custom field creation to support evolving business needs.
Configure and optimize CRM to support sales processes, opportunity management, pipeline visibility, and accurate forecasting.
Design and deliver SFDC training programs for new hires and existing users, ensuring adoption of best practices and consistent data entry standards.
Serve as primary point of contact for troubleshooting CRM issues, fielding user questions, and providing ongoing system support.
Evaluate, implement, and manage integrations between Salesforce and other sales and marketing tools to ensure seamless data flow across systems.
Sales & Marketing Technology Stack
Provide focused support for sales and marketing tools including marketing automation, sales engagement platforms, proposal software, contract management systems, and analytics tools.
Partner with IT and vendors on data integrations, ensuring clean data transfer between systems and resolving technical issues as they arise.
Maintain system documentation including user guides, process workflows, and configuration notes to enable knowledge transfer and self-service support.
Stay current on platform updates and new features; proactively recommend optimizations to improve efficiency and user experience.
Data Hygiene & Compliance
Establish and enforce data quality standards for CRM and related systems, including naming conventions, data entry requirements, and validation rules.
Monitor data hygiene metrics and proactively identify cleanup opportunities; hold users accountable for maintaining clean, accurate data.
Build automated workflows and alerts to prevent duplicate records, incomplete data entry, and compliance violations.
Ensure adherence to data privacy regulations (GDPR, CCPA) and company policies governing customer data management.
Conduct regular audits of CRM data and user activity to identify gaps, inconsistencies, and areas for improvement.
Enterprise Reporting & Analytics
Design and maintain dashboards and reports that provide visibility into pipeline health, sales performance, marketing effectiveness, and revenue metrics.
Build custom reports and analytics to support leadership decision-making, forecasting, territory planning, and resource allocation.
Partner with Finance on revenue, cost and operations reporting, ensuring CRM data aligns with financial systems and meets audit requirements.
Automate reporting wherever possible to reduce manual effort and ensure data accuracy and timeliness.
Produce monthly executive reports for leadership commentary and dissemination to investors
RFP Response Coordination & Repository Management
Establish and manage centralized RFP response repository, ensuring content is current, accessible, and organized for efficient reuse.
Track RFP win rates and response times; identify opportunities to improve efficiency and effectiveness of response process.
Manage Master Service Agreements (MSAs) and other standard commercial documents, ensuring accessibility and version control.
Process Design & Optimization
Document and standardize revenue processes including lead management, opportunity progression, quote-to-cash, and customer onboarding.
Identify and eliminate friction points in sales and marketing workflows; recommend and implement process improvements.
Facilitate cross-functional alignment between Sales, Marketing, Finance, and Operations on shared processes and handoffs.
Drive change management for system implementations, process changes, and new tool rollouts.
Qualifications
Education & Experience
Bachelor's degree in Business, Information Systems, or related field preferred.
3-5 years of experience in revenue operations, sales operations, or CRM administration.
Salesforce Administrator Certification or equivalent hands-on SFDC configuration experience required.
Demonstrated experience configuring and optimizing CRM systems including custom objects, workflows, validation rules, and reporting.
Experience with data integrations between CRM and other business systems (marketing automation, ERP, CPQ, etc.).
Professional services, agency, or project-based business experience strongly preferred.
Skills & Attributes
Technical proficiency with Salesforce including advanced reporting, dashboards, process automation, and data management.
Strong analytical skills with ability to translate business requirements into system configurations and reporting solutions.
Exceptional attention to detail with commitment to data accuracy, compliance, and quality standards.
Excellent communicator and trainer; able to translate technical concepts for non-technical audiences.
Proactive problem-solver who can troubleshoot issues independently and escalate appropriately when needed.
Comfortable holding peers and leaders accountable for data hygiene and system adoption standards.
Highly organized with ability to manage multiple priorities, projects, and stakeholder requests simultaneously.
Customer-service mindset with dedication to enabling revenue teams to work efficiently and effectively.
Adaptable and growth-oriented; thrives in fast-paced environment with evolving requirements.
Confident and persuasive communicator who can drive adoption and hold teams accountable to data standards
Proven ability to train and influence across all levels of an organization, balancing patience with firmness when course correction is needed
Key Performance Indicators (KPIs)
User adoption rates and satisfaction scores for sales and marketing systems.
Reporting accuracy and timeliness for revenue dashboards and executive metrics.
RFP response turnaround time and win rate improvement.
Successful delivery of system enhancements and integration projects.
Compensation & Benefits
Competitive compensation package including base salary and performance-based bonus.
Opportunities for professional development and growth in a high-growth environment.
Why Join Us
We believe our role in communicating scientific progress has the power to shape clinical practice and improve lives. Our teams combine strategic and creative thinking, scientific depth, and digital innovation to make complex science accessible, engaging, and actionable.
You will be joining a company built on a strong foundation of excellence and collaboration—one that is now scaling globally to redefine what partnership, purpose, and performance mean in medical communications. As we enter our next phase of growth, we are expanding our reach, evolving our offerings, and building on the success of our founders and teams to become the destination agency that everyone wants to work for, work with, and be supported by.
This is a rare opportunity to build revenue operations infrastructure from the ground up at a company with momentum, resources, and ambition—where your systems, processes, and insights will directly enable our growth trajectory.