Revenue Operations Manager

About This Role

Revenue Operations Manager Full Time \| This is a Remote OpportunityAbout Amplify:

Amplify is the first direct\-to\-consumer life insurance platform helping families build wealth and access it while they’re still living. At Amplify, we’re redefining how life insurance works and bringing investment\-backed policies to the masses through innovative technology, automation, and deep financial insight.

We’re building a collaborative, transparent, and results\-driven culture—where high performers can grow into cross\-functional leaders.

Role Overview

Amplify is seeking a highly analytical, systems\-savvy Revenue Operations Manager to lead and scale the operational backbone of our revenue engine. This person will be responsible for aligning Sales, Marketing, Finance, Partnerships, Product, and Legal teams with the processes, tools, and data needed to drive top\-line performance, improve efficiency, and ensure data integrity across the funnel.

This is a high\-impact, cross\-functional role that blends strategic thinking with hands\-on execution across forecasting, automation, reporting, and systems enablement.

Key Responsibilities

Sales \& Marketing Operations

• Own and evolve lead routing, qualification, and lifecycle processes to ensure fast and efficient lead handling.
• Design and manage lead rotation logic for multiple sales teams (AA, BDS, DEL), integrating with platforms like HubSpot and Kixie.
• Optimize power dialers, task queues, and lifecycle workflows to support sales productivity and reduce lead leakage.
• Partner with Marketing on campaign attribution, re\-engagement, and CPL/RPL performance tracking.
• Support the onboarding and offboarding of sales reps, ensuring seamless access to RevOps systems and tools.

Revenue Forecasting \& Analysis

• Build forecasting models to project delivered premium and cohort performance.
• Identify conversion bottlenecks and pipeline gaps; embed insights into weekly business reviews.
• Launch dashboards in BI tools (e.g., Looker/Tableau) to track key metrics: conversion rate, revenue per rep, churn, and lead quality.
• Lead revenue loss analysis, including CIF implementation impact and chargeback mitigation, to enhance net revenue retention.

AI, Automation \& B2B Launches

• Spearhead the production launch of AI\-powered sales initiatives (e.g., AI BDS) to mirror human performance and reduce manual workload
• Support expansion into B2B by building out Salesforce as the source of truth and developing enablement infrastructure.
• Partner with Product, Data, and Sales to launch new verticals and partner integrations with automated workflows and clean data capture.
• Implement lead scoring models and lifecycle segmentation logic to prioritize high\-converting leads.

Systems \& Automation Ownership

• Automate workflows for CM and CSA teams, reducing manual workload and improving policy processing efficiency.
• Build internal tools to decrease operational friction (e.g., PAR reduction, CM1 replacement logic).
• Create workflows to surface lapsed policies and automate chargeback monitoring using real\-time data feeds.
• Define standardized processes across RevOps, Legal, and Product teams for licensing compliance and referral partner attribution.

Cross\-Functional Projects \& Enablement

• Partner with Product, Legal, and Partnerships teams to streamline cross\-functional handoffs and processes
• Support new partner onboarding and workflow creation, ensuring accurate lead tracking and revenue attribution
• Collaborate with Compliance and Legal on documentation, carrier submissions, and state licensing audits
• Enable fast and accurate onboarding/offboarding of sales team members across systems
• Serve as owner of RevOps infrastructure including HubSpot, Salesforce, Kixie, Observe.ai, Zapier, and Taalk.ai.
• Launch and maintain platforms such as Observe.ai for call analysis, AI voice, and manager enablement.
• Troubleshoot and optimize platform integrations to ensure sales workflows operate
• efficiently.

Reporting \& Insights

• Own reporting infrastructure and dashboards to support key stakeholders (Sales, Finance, Leadership).
• Develop tools for onboarding success measurement, seat attrition analysis, and revenue risk forecasting.
• Lead weekly revenue performance meetings and provide visibility to marketing, sales, and executive teams.
• Maintain custom code\-based revenue loss tracking, revenue reconciliation files, and CIF attribution logic.
• Train and mentor teammates on finance operations, platform troubleshooting, and performance tracking.

Qualifications

• 4\+ years of experience in Revenue Operations, Sales Operations, or Business Operations
• Proven experience owning or supporting CRM, dialer, and marketing automation platforms (e.g., HubSpot, Salesforce, Kixie, Five9, Regal, Zapier)
• Strong analytical and financial modeling skills; comfortable working across data sets to find insights
• Demonstrated ability to automate complex workflows and reduce operational friction
• Excellent project management and communication skills; able to work cross\-functionally with Finance, Sales, Product, and Marketing
• Experience supporting a high\-velocity sales team and maintaining process rigor during scale
• Prior experience in insurance, fintech, or B2B2C environments a plus

Amplify is an equal opportunity employer. We value a diverse workforce and inclusive culture and encourage applications from all qualified individuals, regardless of race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.