Synctera

Manager, Revenue Operations

United States (Remote)

No sponsorshipDetected 26 days ago

Project ManagementCRMSalesAccountingForecastingCustomer SuccessCommunicationCollaboration

About the role

We help banks increase deposits and non-interest income by expanding their footprint through FinTech and embedded finance partnerships.
They will also work closely with Finance and Accounting to ensure billing is set up correctly and downstream reporting stays clean and reliable.
The ideal candidate is organized, detail-oriented, proactive, and comfortable working with numbers, with experience improving processes, maintaining core sales systems, and bringing structure to critical operational workflows.

Own the day-to-day administration and optimization of the sales tech stack and CRM, ensuring systems are accurate, efficient, and well-maintained
Own and maintain pricing sheets for customer deals, ensuring final approved pricing is accurate, documented, and up to date
Enter and maintain final deal pricing in Synctera's systems and console so billing can be set up and invoiced accurately
Maintain the paper trail and approval history for pricing decisions, serving as the single point of ownership and source of truth for final numbers
Partner closely with Sales, Finance, and Accounting to support revenue-driving initiatives through accurate pricing operations, billing setup, and clean downstream reporting
Own the operational workflow that moves approved deal pricing through documentation, system setup, and billing handoff, ensuring a clear record of final numbers
Maintain strong CRM hygiene and work closely with the Sales team to close data gaps, keep records current, and reinforce consistent process adoption
Build and deliver operational reporting, dashboards, and data pulls that support the Sales team and provide accurate underlying data for forecasting and revenue decision-making
Support sales planning and execution by preparing materials, dashboards, and content for team meetings, reviews, and operating cadences
Evaluate and help implement new tools and workflow improvements that increase sales efficiency, visibility, and process consistency

If you've received a communication regarding Synctera that you have a question or concern about, please contact recruiting@synctera.com.
5+ years of experience in sales operations, revenue operations, or deal/pricing operations

Background in finance, accounting, banking, or another highly quantitative environment
Comfortable using AI tools such as Glean, Claude, or similar platforms to improve the speed, quality, and scalability of day-to-day operational work
Synctera is committed to having a workforce that is reflective of the diversity within the United States and Canada.
FinTech, payments, or financial services experience highly preferred
Experience in a Sales or Revenue Operations function that owned pricing sheets, pricing setup, or similar commercial pricing workflows strongly preferred

Monitor pipeline health, pricing, and sales activity data to identify trends, improve data quality, and support better decision-making
We are looking for interesting, curious, wickedly smart people who are ready to jump in and run with our fast-growing team.

This listing is sourced directly from Synctera's careers page and normalized into a canonical job model.