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Revenue Operations Manager
- Data Analytics, CRM Systems
Irvine, CA
Full-TimeHybrid$135,000
- $160,000 /yr Posted March 13, 2026
Our mortgage client is seeking a Revenue Operations Manager to lead the design, build-out, and continuous optimization of reporting and analytics across their Sales, Marketing, and Customer Care functions.
This role will manage two analysts and serve as the central hub connecting campaign performance data, sales pipeline metrics, and customer experience insights into actionable intelligence for leadership.
The ideal candidate brings a blend of analytical rigor and business acumen, someone who can write SQL queries, build dashboards in Salesforce and adjacent BI tools, and translate data into clear narratives that drive strategic decisions. This is a high-visibility role with direct impact on how the organization measures, understands, and improves its revenue generating activities.
Key Responsibilities:
Reporting & Analytics
- Design, build, and maintain reporting dashboards and automated reports for Sales, Marketing, and Customer Care teams using Salesforce, Excel, and BI/visualization tools.
- Develop and standardize KPIs and performance metrics across the revenue lifecycle from lead generation and affiliate traffic through loan closing and post-close customer satisfaction.
- Create campaign-level attribution reporting to measure marketing ROI across affiliate partnerships, digital channels, and call center programs.
- Perform ad hoc analysis on sales funnel performance, conversion rates, lead quality, and customer care trends to surface actionable insights.
CRM & Data Management:
- Serve as a Salesforce subject matter expert, ensuring data integrity, optimizing workflows, and building reports and dashboards within the CRM.
- Write and maintain SQL queries to extract, transform, and analyze data from Salesforce and related databases for reporting and analysis needs.
- Partner with data engineering and technical teams to improve data pipelines, integrations, and ensure accurate data flow between marketing platforms, CRM, and reporting tools.
- Maintain documentation of data definitions, report logic, and business rules to ensure consistency and institutional knowledge.
Team Leadership & Collaboration:
- Manage and mentor two Marketing Data Analysts, providing direction on priorities, professional development, and quality standards.
- Collaborate cross-functionally with Marketing leadership, Sales, Customer Service, and Compliance to align reporting with business objectives.
- Present findings and recommendations to senior leadership on a regular cadence, translating complex data into clear, concise business narratives.
Process Optimization:
- Identify inefficiencies and bottlenecks in revenue processes and recommend data-driven improvements.
- Support campaign planning by providing historical performance benchmarks and predictive analysis.
- Ensure all reporting and analytics activities comply with mortgage industry regulations (RESPA, TILA, TCPA) and internal compliance standards.
Qualifications:
Required:
- 5+ years of experience in revenue operations, marketing operations, sales operations, business analytics, or a related analytical role.
- 2+ years of people management experience (direct reports).
- Proficiency with Salesforce CRM including report builder, dashboards, and data management.
- Working knowledge of SQL (ability to write and modify queries for data extraction and analysis; advanced/DBA-level skills not required).
- Strong Excel/Google Sheets skills including pivot tables, VLOOKUP/INDEX-MATCH, and data modeling.
- Experience building and managing marketing campaign performance reports and sales pipeline analytics.
- Excellent communication and presentation skills with the ability to distill data into executive-level insights.
- Bachelor's degree in Business, Marketing, Finance, Data Analytics, or a related field.
Preferred:
- Experience in the mortgage, financial services, or lending industry.
- Familiarity with reverse mortgage products, HECM guidelines, or related regulatory frameworks.
- Experience with BI/visualization tools such as Tableau, Power BI, Looker, or Domo.
- Knowledge of marketing automation platforms (Customer.io, Marketo, HubSpot, Pardot) and affiliate/partner marketing programs.
- Experience with call center reporting, lead routing, and customer care analytics.
- Compensation Analysis In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.
This position is onsite and requires you to work closely with other individuals in a collaborative team environment. Benefits Benefits include Medical, Dental, and Vision insurance, company-paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program. For Everforth Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for
STEM/OPT
programs. Additionally, you must be physically located in and perform the work for our client in the United States.
Shannon Robinson is recruiting for this position
Email me your resume to apply for this job Refer a Friend This job was posted on March 12, 2026 and last updated on May 15, 2026. EEO Employer Everforth Creative Circle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements.
Anthem / Blue
Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle. About Everforth Creative Circle Everforth Creative Circle matches creative and marketing professionals with hiring managers looking for talent. The above listing is for a position with one of our clients. If you're a good fit for this role or another we're currently working on, a recruiter will reach out to you directly. We only contact the applicants who are the best fit for the position, so if you do not hear back, please take a look at the other roles we have available. Thank you for your interest!
Job ID:
LW2-1980663
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Privacy PolicyAccessibilityTerms of Use Copyright © 2026 Everforth, Inc. All rights reserved. Everforth Creative Circle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements.
Anthem / Blue
Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle.
