Revenue & Operations Manager
Core
Lead the transition from a project-based firm to a scalable, MRR-driven professional services business by owning the full revenue engine and operational infrastructure.
Role type
Senior, hands-on leadership (Director of Growth & Operations)
Builds
Scalable recurring-revenue services model for global companies
Domain
Professional services (bookkeeping, accounting/CAS, fractional CFO, IT managed services)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Revenue growth strategy, sales execution, client onboarding, retention management, distributed team leadership, MRR commercial modeling, capacity planning, cash flow management, SOP creation, KPI-driven operations
Preferred skills
B2B service company targeting ($2M–$4M), referral/partner ecosystem building, scrappy ownership mindset
Technologies
Slack, ClickUp, Google Workspace, QuickBooks Online, Canopy, UltraTax
Responsibilities
Own pipeline generation, sales execution, client onboarding, delivery quality, and retention; Lead distributed global teams via KPIs and accountability rhythms; Drive MRR growth by coordinating sales resources and closing business; Define MRR-first commercial model (packaging, pricing, scope); Run sales/operations cadences and maintain scorecards; Improve client retention to 95%+; Plan team capacity; Maintain 13-week rolling cash flow visibility; Build operational infrastructure (SOPs, templates); Report on core metrics (MRR health, close rate, delivery timeliness, rework rate, labor efficiency)