Revenue Operations Manager

About Velixo
With over 3000 customers globally, Velixo is a fast-growing company with ambitions to provide best-in-class reporting and data automation solutions in Excel to customers across ERPs. As a self-service software with real-time and bidirectional ERP integrations with Acumatica, Sage Intacct, MYOB and soon Microsoft Dynamics 365 Business Central, Velixo's goal is to make every business more efficient using the tool that they already know and love: Microsoft Excel. Our R&D and Templates departments build features and pre-built report templates that bring real benefits for real business use cases, across industries.

About the Role 

We’re looking for a hands-on, certified Revenue Architect to design, run, and continuously improve the systems that fuel our growth. As Revenue Operations Manager, you’ll be the architect and operator behind our revenue engine—connecting Marketing, Sales, Customer Success, and Finance into one seamless customer and partner lifecycle, from first lead to long-term renewal. 

This role is equal parts strategist and builder. You’ll own HubSpot end-to-end, ensure data flows across our stack (HubSpot, Acumatica, partner portals, billing), and deliver the reporting and forecasting that leadership relies on to steer the business. You’ll thrive here if you’re a proactive operator who loves building scalable processes and has a sharp eye for data accuracy. 

This role is based in Montreal, Quebec, with a hybrid working schedule. 

Key Responsibilities 

Revenue Operations Strategy & Alignment 

• Design and implement revenue processes across the full customer and partner lifecycle (lead → close → renewal). 

• Align sales, marketing, finance, and Customer Success with unified KPIs, lifecycle definitions, and governance. 

• Act as the central point of coordination for tools, data, and reporting across all revenue teams. 

Process Optimization 

• Identify friction points in the funnel and design fixes that speed up cycles and improve conversion. 

• Standardize and document revenue operations processes for scalability. 

• Champion automation to reduce errors and free up selling time. 

Systems & Tools Management 

• Own day-to-day HubSpot configuration and optimization—pipelines, lead routing, lifecycle stages, scoring, and automation. 

• On a day-to-day basis, ensure the data integrity throughout the RevOps tools used. 

• Collaborate with internal stakeholders to integrate and maintain tech stack components such as billing platforms, customer portals, and marketing tools. 

• Integrate HubSpot with Acumatica (ERP) and other GTM tools to create a seamless quote-to-cash process. 

• Participate in the elaboration of automated workflows, lead routing, lifecycle stages, and pipeline structures. 

• Maintain data integrity across systems and implement workflows to reduce manual work. 

Cross-Functional Collaboration 

• Be the go-to RevOps partner for Sales, Marketing, and Finance leaders. 

• Promote a culture of data-driven decision making. 

• Support partner success by enabling lifecycle tracking of channel and reseller performance. 

Reporting & Forecasting 

• Build and maintain dashboards that give leadership full visibility into the revenue engine—pipeline health, MRR/ARR, churn, expansion, and partner performance. 

• Lead monthly, quarterly, and annual forecasting, ensuring alignment between CRM data and financial reporting. 

• Translate data into actionable insights and playbooks for GTM teams. 

Compliance & Accuracy 

• Partner with Finance to ensure contract accuracy, billing alignment, and audit readiness across revenue streams. 

Requirements

• 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations—preferably in SaaS or software companies.

• Certified Revenue Architect (or equivalent RevOps certification/credential). 

• Advanced HubSpot expertise—you’ve managed it as an admin, not just as a user. 

• Knowledge of Clay, Vasco or other RevOps reporting tools. 

• Analytical mindset with proficiency in Excel. 

• Deep understanding of SaaS metrics (ARR, CAC, LTV, churn, expansion, pipeline conversion). 

• Proven ability to streamline workflows and implement scalable processes. 

• Strong cross-functional communication and project management skills. 

• Comfortable working in a fast-paced and high-growth environment. 

What You’ll Bring 

• A proactive, systems-thinking approach 

• A love for solving operational puzzles and enabling go-to-market teams 

• Comfort working with ambiguity and driving clarity 

• Attention to detail balanced with a grasp of big-picture strategy