Revenue Operations Manager

Revenue Operations Manager

EviSmart · Vancouver, BC (In-Office) · Reports to CEO

About EviSmart

EviSmart is a fast-growing B2B SaaS company building workflow automation software for dental and medical practices. With proven product-market fit, strong retention, and a clear path to scale, we're entering the most important growth phase in the company's history.

About the Role

Build-from-scratch mandate across Marketing Ops, Sales Ops, Success Ops, and BizOps. You will architect the systems, processes, and playbooks that power EviSmart's next stage of growth — reporting directly to the CEO and partnering across Sales, Marketing, CS, Finance, Product, and Engineering. This is an operator-builder role.

What You'll Own

Marketing Operations

Define lead, MQL, SQL, opportunity, and customer in HubSpot — with source, owner, and stage traceable on every record
Instrument the funnel end-to-end: volume, conversion, velocity, and cost from ad impression to closed-won
Own HubSpot Marketing Hub: lead scoring, routing, nurture workflows, form logic, UTM governance, and the handoff to Sales Hub
Stand up the attribution model and deliver spend-to-pipeline-to-closed-won reporting by channel, campaign, and segment
Operationalize the ICP as account-level flags in HubSpot and enforce continuous data hygiene (dedup, standardization, enrichment)

Sales Operations

Establish a single source of truth for revenue data — reconciling HubSpot, billing, and finance into one authoritative view of ARR and pipeline
Build a forecast the CEO and CFO trust: weekly cadence, stage-exit criteria, commit/best-case/pipeline methodology — tightening accuracy from ±30% to ±10%
Design EviSmart's first real quota, territory, and compensation plan, tied to capacity and ICP
Document the sales process, configure HubSpot to enforce stage discipline, and own the revenue tech stack (Sales Hub, engagement, conversation intelligence)
Run the deal desk and define the core revenue metrics and reporting cadence for weekly ops, monthly leadership, and quarterly board reviews

Customer Success Operations

Build the customer health score and early warning system across usage, engagement, support, NPS/CSAT, sponsorship, payment, and contract signals
Own the renewal forecast in parallel to the sales forecast: pipeline by quarter, at-risk deals, gross retention commit, expansion pipeline
Design the CS operating model: segmentation, coverage, book size, and ARR-per-CSM ratios
Design the onboarding and time-to-value process; measure, report, and enforce it
Define and report retention metrics (GRR, NRR, logo retention, expansion, churn, TTV) and own the Success tech stack and its integrations
BizOps & Engineering Partnership
Own HubSpot as a platform: data model, objects, validation rules, automation, permissions, and sandbox/release management
Design and own the integration architecture across HubSpot, billing, product, finance, CS platform, and the data warehouse
Stand up the modern data stack and partner with Engineering on event instrumentation and data contracts
Build and maintain the core business logic layer: ARR, MRR movements, pipeline, health score, territory, quota attainment, commissions inputs
Resolve the identity and account hierarchy problem across systems and install change management for all revenue-system changes

What You'll Bring

Required

• 5–8 years in Revenue Operations, Sales Operations, or adjacent BizOps/GTM Strategy at a B2B SaaS company
• Experience at the $10M–$50M ARR stage, ideally as a founding or early RevOps hire
• Deep, hands-on HubSpot expertise (Sales, Marketing, Service, Operations Hub) — builder-level, not user-level
• Proven ownership of a forecast: methodology, cadence, accuracy, finance partnership
• Track record designing quota, territory, and compensation plans
• SQL fluency and comfort in a modern data stack (warehouse + dbt + BI)
• Partnership experience with Engineering on instrumentation and integrations

Nice to Have

• Founding or first-RevOps-hire background
• Healthcare, dental, or regulated-industry SaaS
• Vertical SaaS go-to-market experience
• SOC 2 or compliance-adjacent exposure

How You Work

• Builder's instinct — ship in weeks, iterate; don't design for six months
• Operator's discipline — document, sequence, close loops
• Strategic range — boardroom to HubSpot workflow without losing the thread
• Bias to clarity — write down definitions, decide authoritative systems
• Low-ego partnership — credibility with Engineering, Finance, and GTM leadership

What Success Looks Like

• Forecast accuracy tightens from ±30% to ±10% within three quarters
• A single, trusted ARR number used by Finance, the CEO, and the board
• A HubSpot instance that enforces process and holds clean pipeline data
• A health score CSMs use weekly and a renewal forecast leadership trusts
• A defensible attribution view that ends the "where is pipeline coming from" debate
• GTM leadership making capacity, coverage, and investment decisions with confidence