Senior Manager, RevOps

This is Fulcrum's second full-time RevOps hire. You'll report directly to the Head of RevOps and work across Sales and Customer Success to build the operational infrastructure that lets a fast-scaling GTM team perform at its best.

The pipeline is growing, the team is growing, and the systems haven't kept up. Your first job is to fix that — audit what's broken, rebuild what needs rebuilding, and put in place the processes and data foundations that will support 8–12 AEs by end of year. From there, you'll own forecasting, sales process design, rules of engagement, SDR measurement, and the early foundations of deal desk.

This is an IC role today. As the team scales, there's a clear path to managing individual contributors or contractors and other aspects of Fulcrum’s GTM engine.

If you've been the second or third ops hire at a Series A or B company before — and you know what it means to build a system and make it work — this role was built for you.

Rebuild Fulcrum's forecast methodology from the ground up — stage definitions, data hygiene, rep behavior, and the model itself

Own weekly pipeline data quality; identify and fix CRM hygiene issues at the source

Support the Head of RevOps with pipeline review prep, coverage analysis, and forecast variance tracking

Partner with Head of Sales to document and operationalize the sales process end-to-end

Define and enforce rules of engagement across Sales, SDR, and CS — territory, handoff, escalation

Establish initial deal desk parameters: discount governance, approval workflows, and Salesforce enforcement

Own the SDR process and measurement framework: sequencing hygiene, SLA enforcement, conversion tracking, and handoff quality

Build the reporting infrastructure that lets leadership see what's working and what isn't

Direct and collaborate with the Salesforce admin contractor on builds, backfills, and data integrity work

Own the GTM tech stack roadmap as Fulcrum scales — evaluate, implement, and integrate new tools as needed

Build and maintain the reporting layer: SFDC reports, dashboards, and lightweight BI as the data matures

Support quarterly and annual planning cycles — capacity modeling, quota setting, territory design

Enable future CS and Sales leaders on operational processes as those functions scale

Own the operational side of AE onboarding: playbook documentation, CRM training, process enforcement

5-8+ years in B2B SaaS RevOps or SalesOps — ideally at a company that scaled through Series A or B

You've been an early ops hire before and know what it means to build with limited resources and no playbook

You've personally owned a forecast process end-to-end — not just maintained one someone else built

You're a Salesforce power user who can build reports, audit data, and direct an admin without being one

You've done real CRM hygiene and data quality work — you can diagnose a broken pipeline, not just describe one

You're analytically rigorous: comfortable building models in Sheets/Excel, QA-ing data, and owning a reporting layer

You're an opinionated collaborator who can earn credibility with senior stakeholders

Builders at heart. You don't wait for a process to exist—you create it, refine it, and own it.

Bias toward action. You have an internal sense of urgency. You'd much rather get something done today than tomorrow.

Owners, not renters. You treat the company's money and decisions like your own. You hold yourself accountable to outcomes, not just outputs.

Ambitious about the opportunity. You're excited about building the defining AI company in the insurance industry—and you understand that great finance is a competitive advantage.