{"id":2480765,"url":"https://alion.io/job/policyme-revenue-operations-manager","title":"Revenue Operations Manager","company":{"id":8913,"name":"PolicyMe","domain":"policyme.com","url":"https://alion.io/company/policyme","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Canada"],"countries":["CA"],"hiring_countries":["CA"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":62000,"max_usd":121000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":77},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"HubSpot","optional":false},{"name":"Confluence","optional":true},{"name":"Jira","optional":true},{"name":"Looker","optional":true},{"name":"Power BI","optional":true},{"name":"SQL","optional":true},{"name":"Tableau","optional":true}],"status":"live","first_seen_at":"2026-10-13T19:27:03Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-28T23:55:36Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"Overview of the role:\nWe are launching a new Home & Auto insurance business unit, and you will build the revenue engine that supports it from the ground up. As Revenue Operations Manager, you will own the 0-to-1 design and implementation of the CRM, sales processes, reporting, and operating workflows that help this business acquire and serve customers at scale.\nThis is a hands-on builder role for someone who enjoys creating structure where little exists. You will shape how leads enter the funnel, how opportunities move through the sales process, how teams manage customer handoffs, and how leaders understand performance. You will administer and evolve HubSpot, connect it with the tools our teams rely on, and establish the data foundation for a new line of business.\nYou will work closely with Sales, Marketing, Customer Success, Finance, and Operations to translate an emerging business model into practical systems and repeatable processes. From defining the first pipeline stages and routing rules to launching dashboards and improving workflows, you will help create the operating backbone for Home & Auto while building scalable standards for the broader revenue organization.\nYou will be both a systems owner and a business partner: identifying what the business needs next, designing pragmatic solutions, and making sure each process is adopted, measured, and improved over time.\nWhat you’ll do:\nOwn our revenue systems and data\nAdminister and continuously improve HubSpot, including objects, properties, pipelines, workflows, automation, permissions, validation, and reporting\n\nMaintain a scalable CRM architecture, including naming conventions, property design, object associations, required fields, lifecycle stages, and deduplication\n\nManage user access, team permissions, provisioning, and system governance\n\nMonitor system health, investigate issues, and coordinate fixes with vendors and technical partners\n\nImprove processes across the customer lifecycle\nDesign and optimize lead routing, pipeline stages, handoffs, lifecycle definitions, and data governance\n\nBuild workflows and automations that reduce manual work, improve consistency, and help teams move faster\n\nManage integrations and data flows between HubSpot, Five9, Front, and other business systems\n\nIdentify friction across the customer journey and translate it into clear, scalable process improvements\n\nTurn data into better decisions\nBuild and maintain dashboards and reporting that provide visibility into pipeline, conversion, retention, productivity, and customer activity\n\nSupport forecasting, planning, territory analysis, segmentation, capacity planning, and compensation analysis\n\nPartner with functional leaders to define metrics, establish reliable reporting, and improve confidence in the data\n\nSurface trends, risks, and opportunities-not just numbers-and help stakeholders act on them\n\nDeliver change that sticks\nGather requirements, evaluate options, and recommend solutions that balance business impact with operational effort\n\nPlan, test, document, and launch system changes with clear communication and change-management support\n\nMonitor results after launch and iterate based on user feedback, adoption, and business outcomes\n\nCreate process documentation, system guides, and training materials that make the right way easy to follow\n\nBuild trusted relationships across teams and deliver improvements with and through stakeholders\n\nWhat we’re looking for:\n5+ years of experience in revenue operations, CRM administration, business systems, sales operations, or a related field\n\nStrong, hands-on experience administering HubSpot CRM in a complex or growing organization\n\nExperience designing CRM workflows, automation, integrations, permissions, reporting, and data-governance practices\n\nStrong analytical and troubleshooting skills across systems, data, and business processes\n\nExperience gathering requirements, testing changes, managing releases, and documenting technical processes\n\nStrong spreadsheet and reporting skills, with the ability to turn messy data into clear insights\n\nA practical, solutions-oriented mindset and a bias toward action\n\nClear written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences\n\nA collaborative approach and the ability to influence across teams without relying on formal authority\n\nExceptional attention to detail and a high bar for data quality\n\nNice to have\nKnowledge of, or experience working in, the insurance industry\n\nExperience supporting Five9, Front, Confluence, and Jira\n\nHubSpot Administrator certification or equivalent practical experience\n\nFamiliarity with SQL, data modeling, APIs, webhooks, JSON, or workflow automation\n\nExperience with Looker, Tableau, Power BI, or a similar business-intelligence platform\n\nExperience with CRM release management, integration monitoring, or business-systems support\n\nWhy join us:\nGenerous PTO - 20 vacation days\n\nA comprehensive benefits plan with premiums paid in full by PolicyMe\n\nInvestment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential\n\nAn extremely high performing, low-ego, remote-first team that is truly disrupting an old industry\n\nOption to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)\n\nAccess to stock options based on performance\n\nCompensation: The total target cash compensation for this role is $110,000 to $150,000 CAD, based on experience. We'll walk through the details together during the interview.","description_format":"text","description_chars":5701,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development","Stock options"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Life Insurance & Annuities","InsurTech"],"lifecycle":[{"event":"open","at":"2026-10-13T22:38:11Z"}],"visa":[{"country":"CA","licensed_sponsor":true,"evidence":"Positions approved through LMIA in 12 months: 1","filings_12m":1,"filings_prev_12m":1,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Talent Stream","cap_exempt":false,"checked_at":"2026-10-03T21:10:52+00:00","sources":["ESDC: employers issued a positive LMIA"],"filings_for_role_12m":0}],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":0.9,"age_days":14,"expected_fill_days":37,"reasons":["conf:4","win:mid"],"computed_at":"2026-10-28T05:59:10Z"},"pay":null,"html_url":"https://alion.io/job/policyme-revenue-operations-manager","json_url":"https://alion.io/job/policyme-revenue-operations-manager.json","meta":{"generated_at":"2026-10-29T02:25:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3693,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":8913},"rest":"https://alion.io/mcp/rest/get_company?id=8913"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpolicyme-revenue-operations-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpolicyme-revenue-operations-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpolicyme-revenue-operations-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/policyme-revenue-operations-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpolicyme-revenue-operations-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2480765}},{"tool":"search_jobs","arguments":{"company":"policyme.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2480765},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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