SaaS Operations Manager Job Description Template

The SaaS operations manager keeps the commercial machinery of a subscription business running: systems, data, reporting and the processes that connect marketing, sales, success and finance. The role is unglamorous and consequential at the same time, because most disputes about what the revenue numbers actually say trace back to process and data issues that this function owns. Done well, it is the reason the board pack and the sales system agree with each other.

Typical Duties and Responsibilities

• Own the commercial systems stack and the data flowing through it
• Maintain accuracy of pipeline, revenue and customer data
• Build reporting and dashboards for the revenue functions
• Design and document processes across the customer lifecycle
• Support forecasting with reliable data and analysis
• Manage subscription billing, renewals and their operational accuracy
• Administer and integrate the tools the commercial teams use
• Analyze funnel conversion and identify process bottlenecks
• Support compensation calculation and its accuracy
• Improve process efficiency and reduce manual work

Education

• Bachelor’s degree in business, finance, analytics or a related field

Required Skills and Experience

• 3+ years in revenue, sales or business operations at a software company
• Strong experience with a CRM platform and its administration
• Excellent analytical skills and SQL or advanced spreadsheet capability
• Understanding of subscription metrics including churn and net revenue retention
• Process design and documentation skill
• Attention to data quality and its consequences
• Ability to work across sales, marketing, success and finance
• Comfort with recurring reporting deadlines

Preferred Qualifications

• Experience with billing or subscription management systems
• Familiarity with business intelligence tooling