Commercial Finance and Operations Manager

What You'll Be Doing

• Lead the execution of planning, forecasting, and pipeline management for Provider Recruitment & Experience and PCP / EAP, so leadership always has a reliable read on performance against targets.
• Be the primary architect of the core data layer for Revenue Operations, connecting Sales, Marketing, Customer Success, and Finance information into a single reliable source of truth.
• Help define the direction for how AI shows up in Revenue Operations, pinpointing where automation and AI tools can meaningfully improve GTM efficiency, forecasting, and decision-making.
• Build and maintain the data models, pipelines, and analytics products that turn raw data into insight for everyone, from individual contributors to executives.
• Design segmentation, coverage, and territory models, along with account allocation and capacity planning frameworks, for both lines of business.
• Work closely with the Systems and Strategy & Operations teams so that data architecture, tooling, and process stay tightly aligned across RevOps.
• Research, test, and roll out AI tools and vendors, keeping a pulse on the fast-moving AI landscape and turning new capabilities into practical use cases.
• Put data governance, quality standards, and documentation practices in place that can scale as the organization grows.
• Build dashboards and analyses that are ready for executive use and inform revenue strategy and company-wide reporting.
• Act as a cross-functional quarterback across Operations, Commercial, Finance, and Product to keep the Revenue Strategy roadmap on track.
• Build the playbooks, processes, and operating cadences needed to scale both businesses as they grow.
• Champion a culture of building fast and iterating faster, favoring quick prototypes and rapid deployment over long, perfect build cycles.
• Act as a thought partner to Revenue leadership on how AI and modern data infrastructure can shape the future of go-to-market operations.

What Success Looks Like

• Reduction in time-to-insight for revenue questions, measured by cycle time from request to delivered analysis.
• Adoption of unified data models and dashboards across Sales, Marketing, and Customer Success teams.
• Number of AI-driven use cases successfully piloted and deployed into production each quarter.
• Improved forecast accuracy and reporting consistency across the revenue funnel.
• Percentage of core revenue reporting migrated off manual/spreadsheet-based processes onto the unified data layer.

You'll Be a Good Fit If You Have

• 7+ years in GTM Strategy & Operations, Revenue Operations, Sales Operations, FP&A / Strategic Finance, Business Operations, or a closely related function.
• A track record of building commercial infrastructure from the ground up at an early-stage or rapidly scaling company.
• Real hands-on technical ability: you're comfortable writing SQL and code yourself, designing data models, and building pipelines, not just directing others who do.
• Fluency with the modern AI landscape and a track record of turning emerging tools into practical, production use cases.
• Comfort moving between strategy, analysis, process design, and hands-on systems implementation.
• Experience leading forecasting, territory planning, pipeline management, and executive business reviews.
• Strong command of CRM platforms, BI tools, spreadsheets, and modern GTM systems.
• Excellent judgment and cross-functional instincts, with an ability to turn messy information into clear decisions and scalable processes.