AI Revenue Operations Manager
Role Overview
The role connects AI-enabled tracking, automation and business systems across the customer lifecycle.
It aims to improve visibility and coordination across Customer Success, Partnerships, Support, Marketing, Product, Sales and Finance.
The work supports customer value from onboarding and adoption through retention, renewal and expansion, as well as forecasting, reviews and planning.
This is a hands-on role involving systems, operational processes, data and collaboration with senior leaders and operational teams.
Key Skills for This Role
Full Job Posting
Role overview
The role connects AI-enabled tracking, automation and business systems across the customer lifecycle.
It aims to improve visibility and coordination across Customer Success, Partnerships, Support, Marketing, Product, Sales and Finance.
The work supports customer value from onboarding and adoption through retention, renewal and expansion, as well as forecasting, reviews and planning.
This is a hands-on role involving systems, operational processes, data and collaboration with senior leaders and operational teams.
Key responsibilities
- Own and improve AI-enabled workflows, tracking and automation across Claude, HubSpot and the wider systems stack.
- Configure, troubleshoot and optimise Planhat, Impartner, HubSpot, Power BI and similar platforms.
- Maintain data ownership, documentation and standards across connected platforms and create a trusted source of truth.
- Develop customer health scores using product usage, engagement, support interactions and commercial milestones.
- Implement alerts for churn risk, low usage and expansion opportunities.
- Connect visibility across onboarding, adoption, retention, renewal and expansion.
- Build dashboards, insight packs and centralised reporting.
- Support weekly forecasting, monthly performance reviews and quarterly planning with accurate data and commentary.
- Translate indicators and data patterns into prioritised actions; map and document cross-functional processes and create playbooks.
- Find opportunities to reduce manual work, improve efficiency and support growth; partner with senior leaders on business priorities.
Systems and capabilities
- Systems named include Claude, HubSpot, Planhat, Impartner and Power BI.
- The role covers AI workflows, automation, business systems, data quality, customer health scoring, reporting and forecasting.
Requirements
- Hands-on ability to understand how systems work and improve how people use them.
- Ability to connect technology, data, processes and people to produce reliable operational insight.
- Ability to translate data and patterns into clear, prioritised actions.
- Ability to influence senior leaders and operational teams without formal authority.
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