Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience.
What We're Looking For
The Senior Revenue Operations (RevOps) Manager is a key member of the Beam Revenue Operations team, responsible for driving scalable processes, data integrity, and actionable insights across our go-to-market (GTM) teams - Sales, Customer Success, and Marketing. You will be the connective tissue between strategy and execution, ensuring our systems, automation, and analytics empower our revenue teams to produce more, faster, and with greater consistency. This role is highly cross-functional and will partner with engineering, analytics, finance, and product to build and maintain the infrastructure and processes that power Beam’s growth.
What You Will Bring
You are a tech-savvy, process-driven operator with deep expertise in GTM strategy and execution. You thrive in complex, cross-functional environments, with the ability to partner with technical teams on integrations while also collaborating with frontline sellers and leaders. You have a strong understanding of Salesforce (at least a power user, ideally with admin-level skills), integrations, and foundational GTM metrics. You think strategically, execute independently, and take ownership of seeing initiatives through from identifying gaps to delivering improvements and ensuring adoption.
What You Will Do
Process & Strategy Leadership
Design, implement, and continuously optimize GTM processes across the customer lifecycle — from lead management and pipeline hygiene to renewal and expansion workflows.
Partner with senior leadership to align RevOps priorities to revenue goals and build a roadmap that balances quick wins with foundational improvements.
Systems & Automation
Be a power user of Salesforce and other GTM tools, leveraging them daily to build reports, analyze data, QA processes, and partner with admins and technical teams on changes and enhancements.
Collaborate with system owners and admins to optimize integrations across the stack (marketing automation, sequencing, conversation intelligence, enrichment, CS platforms) to improve efficiency and ensure clean, consistent data.
Deploy scalable automation to eliminate manual work and improve speed to action across teams.
Analytics & Insights
Build and maintain dashboards and reporting that provide visibility into pipeline health, rep productivity, forecasting, and customer trends.
Translate complex data into actionable insights to inform GTM strategy and performance optimization.
Cross-Functional Execution
Collaborate with Sales, Customer Success, Marketing, Engineering, Analytics, and Finance to drive high-impact projects.
Lead change management efforts, ensuring smooth adoption of new processes, systems, and tools.
Enablement & Scaling
Support rapid ramp and high performance by building strong alignment between RevOps, sales leadership, and enablement teams.
Ensure reps have the tools, data, and processes needed to consistently meet and exceed goals.
What We're Looking ForThe Senior Revenue Operations (RevOps) Manager is a key member of the Beam Revenue Operations team, responsible for driving scalable processes, data integrity, and actionable insights across our go-to-market (GTM) teams - Sales, Customer Success, and Marketing. You will be the connective tissue between strategy and execution, ensuring our systems, automation, and analytics empower our revenue teams to produce more, faster, and with greater consistency. This role is highly cross-functional and will partner with engineering, analytics, finance, and product to build and maintain the infrastructure and processes that power Beam’s growth.What You Will BringYou are a tech-savvy, process-driven operator with deep expertise in GTM strategy and execution. You thrive in complex, cross-functional environments, with the ability to partner with technical teams on integrations while also collaborating with frontline sellers and leaders. You have a strong understanding of Salesforce (at least a power user, ideally with admin-level skills), integrations, and foundational GTM metrics. You think strategically, execute independently, and take ownership of seeing initiatives through from identifying gaps to delivering improvements and ensuring adoption.What You Will DoProcess & Strategy LeadershipDesign, implement, and continuously optimize GTM processes across the customer lifecycle — from lead management and pipeline hygiene to renewal and expansion workflows.Partner with senior leadership to align RevOps priorities to revenue goals and build a roadmap that balances quick wins with foundational improvements.Systems & AutomationBe a power user of Salesforce and other GTM tools, leveraging them daily to build reports, analyze data, QA processes, and partner with admins and technical teams on changes and enhancements.Collaborate with system owners and admins to optimize integrations across the stack (marketing automation, sequencing, conversation intelligence, enrichment, CS platforms) to improve efficiency and ensure clean, consistent data.Deploy scalable automation to eliminate manual work and improve speed to action across teams.Analytics & InsightsBuild and maintain dashboards and reporting that provide visibility into pipeline health, rep productivity, forecasting, and customer trends.Translate complex data into actionable insights to inform GTM strategy and performance optimization.Cross-Functional ExecutionCollaborate with Sales, Customer Success, Marketing, Engineering, Analytics, and Finance to drive high-impact projects.Lead change management efforts, ensuring smooth adoption of new processes, systems, and tools.Enablement & ScalingSupport rapid ramp and high performance by building strong alignment between RevOps, sales leadership, and enablement teams.Ensure reps have the tools, data, and processes needed to consistently meet and exceed goals.
Joining Beam Benefits Means:
Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels
Collaborating with a diversely skilled team to continuously improve
Being empowered as an owner and expert
Being motivated by improving how people access employee benefits
What Skills Will Help You Be Successful:
5–8+ years of experience in Revenue Operations, GTM Operations, or related fields, ideally in a SaaS, insurance, or high-growth environment.
Expert-level understanding of GTM processes and sales fundamentals across direct, partner, and channel motions.
Salesforce power user, comfortable navigating complex reporting, dashboards, and data structures; ability to partner closely with admins on system changes or enhancements.
Strong understanding of integrations and data flows between GTM tools and systems.
Advanced analytical skills; comfort with Excel/Google Sheets, BI tools, and translating data into insights.
Excellent communication skills with the ability to engage both technical and non-technical stakeholders, from engineers to executives.
Operates independently, takes initiative, and manages projects end-to-end with a strong sense of ownership.
Strategic thinker with the ability to zoom into the details, drive execution, and deliver measurable outcomes.
Compensation and Benefits:
Beam offers a competitive base salary paired with an attractive variable compensation structure.
Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program.
The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position.
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