Manager, Sales and Client Support Operations

Job Title: Manager, Sales & Client Success Operations (Revenue Operations)

Department: Business Process Management

Location: Austin- Hybrid

Are you looking to join a team where “corporate values” aren’t just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?

That’s Kasasa! 4 values define our company culture – Interdependence, Empowered Ownership, Badassitude, and Love – Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the “highest form” of our values.

If you feel our company values align with your own, please apply! If you don’t, we encourage you to find a company whose values do! Our values are a living commitment to one another. It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.

Interdependence - Only team wins count. I take responsibility for my team’s success. My Team is Kasasa. I hold my shield for all of us.

Empowered Ownership - I know my goals. If they’re to be, it’s up to me.

Badassitude - I am passionate about what I do because I understand why it matters. I will courageously face challenges, seeing each one as a stepping stone toward growth.

Love - We boldly bring love to the workplace and the world.

ELEVATE - I CREATE THE HIGHER POSSIBILITY.

ONLY THE BADASS NEED APPLY!

We’re looking for much more than qualified applicants! We’re looking for people who “relentlessly give a sh!t” (Or “RGAS” for short; this is a component of ourBadassitude value)! We want individuals who will courageously face challenges. We don’t settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.

Kasasa’s mission is to inspire and elevate community financial institutions to be the source for love and financial well-being in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way – sharing our “love” with the world – through our words and actions – via community service and outreach. Expect to get involved and make an impact if you expect to be a Spartan.

As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!

The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.

Role Overview

The Manager of Sales & Client Success Operations (Revenue Operations) will be responsible for the performance, strategy, and alignment of revenue operations. This position will work with sales, marketing and client success teams to drive and support organizational goals that grow new and existing business; implement and streamline processes and system changes to enable the sales/client success teams to be successful. In addition, this role will use data to understand and report on various aspects of the sales, marketing and client success metrics.

Responsibilities

• Infuse the Patch Values into your work ethic, every day and every interaction.
• Support Sales leadership with necessary data to define Fiscal Year Strategy & Planning including org structure, go to market strategy, KPIs and Sales processes needed for success.
• Deliver operational excellence in tracking and reporting on pipeline management, forecasting, and related analytics and insights to Sales, Marketing and Company Leadership that measure key business drivers.
• Drive and support operational excellence on account management, revenue management and related reports and analytics/insight for Client Success
• Work with Business Process Management team members to optimize and support technologies in support of sales organization productivity by supporting implementation and driving adoption of technology stack needed for growth.
• Partner with Sales and Client Success Leadership to deliver new hire training on systems and related processes.
• Partner with internal business teams to ensure any assigned projects are delivered on time and with quality.
• Support data governance/stewardship for Sales/Client Success and how they interact with business partners (Marketing/Legal/Finance) including recommendations on process changes, Rules of Engagement (ROEs), and systems to measure execution.
• Engagement (ROEs), and systems to measure execution.
• Build and deliver sales analytics and proactive insights to Sales/Client Success leadership and Executives.
• Support internal processes, such as monthly sales, pipeline, forecast and reviews.
• Support and drive CRM (Salesforce) standards including good hygiene for the sales and marketing.
• Other duties as assigned.

Qualifications

• 3-5 years of sales/revenue operations experience in SaaS
• Thorough understanding of sales and customer success processes and methodologies
• Working knowledge of Salesforce and related technologies used to support a sales organization.
• Demonstrated interpersonal skills including mentoring, coaching, and facilitation skills with the ability to interact with colleagues at all levels.
• Organized, detail oriented, and able to work autonomously with minimal direction.
• Strong analytical skills and a structured approach to solving unique business problems.
• Ability to thrive in a fluid, fast-paced, and unpredictable environment.
• Four-year college degree from an accredited institution
• Must be legally allowed to work in the U.S.
• You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a company requires extra intentionality, and thus your participation and engagement isn’t just encouraged - it is required and part of your role responsibilities.

PHYSICAL REQUIREMENTS

• Sitting for extended periods of time; approximately 5-6 hours per day
• Simultaneous use of hand, wrist and fingers
• Daily operation of standard office equipment
• Frequent use of oral communication to perform work
• Lifts and moves up to 20 pounds occasionally

Our benefits include:

• Open Paid Time Off AND 14 paid holidays
• Gym Membership Reimbursement
• Tuition Reimbursement
• Paid Parental Leave
• Love Fund – established as a way for Spartans to give back to their co-workers in need
• Medical Benefits
• Dental, and Vision with a substantial contribution from Kasasa.
• Life Insurance, Long-Term Disability, Short-Term Disability, and Employee Assistance Program – all provided in full by Kasasa
• 401k plan with matching contributions
• Pay to Tat (Patch tattoos only)
• Peer-to-Peer Appreciation Program – Worktango
• Noon:30's – 1st and 3rd Fridays of the month- done at 12:30 pm

We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.