Revenue Operations Manager

EviSmart · Vancouver, BC (In-Office) · Reports to CEO

About EviSmart

EviSmart is a fast-growing B2B SaaS company building workflow automation software for dental and medical practices. With proven product-market fit, strong retention, and a clear path to scale, we're entering the most important growth phase in the company's history.

About the Role

Build-from-scratch mandate across Marketing Ops, Sales Ops, Success Ops, and BizOps. You will architect the systems, processes, and playbooks that power EviSmart's next stage of growth — reporting directly to the CEO and partnering across Sales, Marketing, CS, Finance, Product, and Engineering. This is an operator-builder role.

What You'll Own

Marketing Operations

• Define lead, MQL, SQL, opportunity, and customer in HubSpot — with source, owner, and stage traceable on every record


• Instrument the funnel end-to-end: volume, conversion, velocity, and cost from ad impression to closed-won


• Own HubSpot Marketing Hub: lead scoring, routing, nurture workflows, form logic, UTM governance, and the handoff to Sales Hub


• Stand up the attribution model and deliver spend-to-pipeline-to-closed-won reporting by channel, campaign, and segment


• Operationalize the ICP as account-level flags in HubSpot and enforce continuous data hygiene (dedup, standardization, enrichment)

Sales Operations

• Establish a single source of truth for revenue data — reconciling HubSpot, billing, and finance into one authoritative view of ARR and pipeline


• Build a forecast the CEO and CFO trust: weekly cadence, stage-exit criteria, commit/best-case/pipeline methodology — tightening accuracy from ±30% to ±10%


• Design EviSmart's first real quota, territory, and compensation plan, tied to capacity and ICP


• Document the sales process, configure HubSpot to enforce stage discipline, and own the revenue tech stack (Sales Hub, engagement, conversation intelligence)


• Run the deal desk and define the core revenue metrics and reporting cadence for weekly ops, monthly leadership, and quarterly board reviews

Customer Success Operations

• Build the customer health score and early warning system across usage, engagement, support, NPS/CSAT, sponsorship, payment, and contract signals


• Own the renewal forecast in parallel to the sales forecast: pipeline by quarter, at-risk deals, gross retention commit, expansion pipeline


• Design the CS operating model: segmentation, coverage, book size, and ARR-per-CSM ratios


• Design the onboarding and time-to-value process; measure, report, and enforce it


• Define and report retention metrics (GRR, NRR, logo retention, expansion, churn, TTV) and own the Success tech stack and its integrations

BizOps & Engineering Partnership

• Own HubSpot as a platform: data model, objects, validation rules, automation, permissions, and sandbox/release management


• Design and own the integration architecture across HubSpot, billing, product, finance, CS platform, and the data warehouse


• Stand up the modern data stack and partner with Engineering on event instrumentation and data contracts


• Build and maintain the core business logic layer: ARR, MRR movements, pipeline, health score, territory, quota attainment, commissions inputs


• Resolve the identity and account hierarchy problem across systems and install change management for all revenue-system changes

What You'll Bring

Required

• 5–8 years in Revenue Operations, Sales Operations, or adjacent BizOps/GTM Strategy at a B2B SaaS company


• Experience at the $10M–$50M ARR stage, ideally as a founding or early RevOps hire


• Deep, hands-on HubSpot expertise (Sales, Marketing, Service, Operations Hub) — builder-level, not user-level


• Proven ownership of a forecast: methodology, cadence, accuracy, finance partnership


• Track record designing quota, territory, and compensation plans


• SQL fluency and comfort in a modern data stack (warehouse + dbt + BI)


• Partnership experience with Engineering on instrumentation and integrations

Nice to Have

• Founding or first-RevOps-hire background


• Healthcare, dental, or regulated-industry SaaS


• Vertical SaaS go-to-market experience


• SOC 2 or compliance-adjacent exposure

How You Work

• Builder's instinct — ship in weeks, iterate; don't design for six months


• Operator's discipline — document, sequence, close loops


• Strategic range — boardroom to HubSpot workflow without losing the thread


• Bias to clarity — write down definitions, decide authoritative systems


• Low-ego partnership — credibility with Engineering, Finance, and GTM leadership

What Success Looks Like

• Forecast accuracy tightens from ±30% to ±10% within three quarters


• A single, trusted ARR number used by Finance, the CEO, and the board


• A HubSpot instance that enforces process and holds clean pipeline data


• A health score CSMs use weekly and a renewal forecast leadership trusts


• A defensible attribution view that ends the "where is pipeline coming from" debate


• GTM leadership making capacity, coverage, and investment decisions with confidence