AI Summary

This role leads onboarding and aligns RevOps processes for new customers, ensuring data readiness and system integrations to support forecasting and automation.

About this role

Magnify.io is an AI-powered post-sales customer-success orchestration platform. We help software companies turn customer success into a true growth engine by unifying data across CRMs, product analytics, and support systems, then surfacing intelligent insights and automation to drive expansion, retention, and customer delight.

As a Customer RevOps Manager, you’ll be responsible for ensuring new customers are set up for success by owning the end-to-end post-sales onboarding and revenue-operations alignment process. This role emphasizes RevOps expertise, data readiness, with some technical troubleshooting to power Magnify’s machine-learning forecasting. You’ll work closely with Customer Success, Engineering, and our ML team to confirm customers’ internal systems (Salesforce, HubSpot, Gainsight, NetSuite, and others) are accurately configured, data pipelines are clean, and the foundation is in place for intelligent automation and predictive insights.

This is a hybrid technical, operational, and customer-facing role that requires cross-functional coordination and a deep understanding of customer revenue workflows, SaaS metrics, and system integrations.

What You Will Do

Lead Customer Onboarding: Drive discovery with customers’ RevOps/data teams from kickoff to full onboarding, ensuring a smooth handoff from Sales to Customer Success.

Align Revenue Operations: Translate RevOps use cases into implementation plans, aligning Magnify to each customer’s revenue reporting logic, forecasting strategy, and segmentation rules.

Configure & Troubleshoot Systems: Triage integration issues; read and interpret SQL queries to validate data and troubleshoot discrepancies.

Consultative Sysadmin: Work with customer RevOps to troubleshoot GTM integrations and provide light CRM/CS admin support (Salesforce, HubSpot, Gainsight), configuring fields, metrics, and dashboards to ensure accurate data flows and reporting.

Refine Processes: Continuously improve onboarding playbooks and implementation templates; share best practices with CS and Product teams.

Customer Advocacy: Maintain a feedback loop with Product and Engineering to champion customer needs and improve implementation tools and workflows.

Who You Are

RevOps-Fluent: Strong understanding of SaaS revenue operations—pipeline, ARR/TCV/ATV metrics, forecasting strategies, churn/expansion logic.

Technically Savvy: Comfortable with SQL syntax, API concepts, and troubleshooting integrations; able to interpret queries and spot data issues.

Customer-First Communicator: Professional presence with the ability to build trust and engage both leadership and technical stakeholders.

Cross-Functional Operator: Skilled at aligning Sales, CS, Data Science, and Engineering toward shared outcomes.

Growth-Minded: You learn quickly, embrace challenges, and thrive in a fast-paced startup environment.

4–6 years in RevOps, Technical Account Management, Customer Success Operations, or similar hybrid roles within SaaS or data-driven platforms.

Strong RevOps background with direct forecasting and revenue-metrics experience.

Hands-on experience administering or configuring systems such as Salesforce, HubSpot, NetSuite, or Gainsight.

Ability to read and troubleshoot SQL queries (basic query writing a plus).

Strong project-management skills to coordinate multiple stakeholders and meet milestones.

Experience at an early-stage startup is a plus.

Skills

API ConceptsBasic Query WritingCRM AdministrationCS AdministrationDashboardsData PipelinesData ValidationForecastingGainsightGTM IntegrationsHubspotIntegration IssuesMetricsNetSuiteSalesforceSQLSQL QueriesSQL SyntaxTroubleshooting Integrations

Customer RevOps Manager

About this role

What You Will Do

Who You Are

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