Manager, Revenue Operations (RevOps)

Location: Canada 

This role is open to candidates based anywhere in Canada. While we are considering applicants from across the country, we have a strong preference for candidates located within the Greater Toronto Area (GTA) to support periodic in-office collaboration.

About Common Wealth

Common Wealth is Canada’s fastest growing group retirement provider. Our award-winning digital platform helps Canadians plan, save, and build secure retirement income. We partner with a nationwide network of advisors and employers, empowering them with modern tools and insights. We are driven by a mission to make financial security in retirement more accessible to everyone.

We’re seeking a Manager, Revenue Operations to play a foundational role in scaling how Common Wealth goes to market. This role offers the opportunity to build the systems, processes, and insights that power our revenue teams and directly influence how advisors, employers, and members experience Common Wealth as we grow.

About the Opportunity

We are hiring a Manager, Revenue Operations (RevOps) to help build and scale the operational foundation that supports our go-to-market teams. This role sits at the intersection of Marketing, Sales, and Client Success, with primary ownership of our CRM and revenue technology stack.

As we continue to scale, this role will be crucial in ensuring our revenue teams are empowered with the right tools, processes, data, and insights to work efficiently and deliver exceptional experiences to advisors, employers, and members.

While reporting to the Head of Marketing, this role serves all revenue teams and partners closely with Sales and Client Success leadership. A key part of the role is ensuring that data from the Common Wealth platform flows reliably into our CRM, partnering closely with Engineering to maintain accurate, trusted data that powers our reporting and revenue workflows.

What You’ll Do

Revenue Systems & Technology

• Own and optimize our CRM (HubSpot), including configuration, data quality, automation, and reporting

• Drive adoption and best practices across Marketing, Sales, and Client Success

• Evaluate, implement, and optimize tools across the revenue tech stack

• Identify and deploy opportunities to use AI and automation to improve efficiency

• Ensure clean integrations and reliable data flow across systems

Cross Functional Revenue Enablement

• Act as the operational bridge between Marketing, Sales, and Client Success

• Design and maintain scalable, end-to-end revenue processes (leads, handoffs, pipeline, forecasting, lifecycle)

• Align teams on shared processes, definitions, and success metrics

• Support onboarding and enablement on systems, tools, and workflows

Data, Reporting & Insights

• Partner with Engineering to maintain reliable data syncs between the Common Wealth platform and HubSpot, ensuring accuracy and system integrity

• Build and maintain dashboards that provide clear visibility into pipeline, performance, and growth

• Establish data governance standards and ensure consistency across teams

• Support forecasting and decision-making with accurate, actionable insights

Process Optimization & Scale

• Identify inefficiencies and implement scalable operational improvements

• Streamline workflows to reduce manual effort and increase productivity

• Partner with leadership to prioritize initiatives that support growth

Strategic Partnership

• Serve as a thought partner to the Head of Marketing and revenue leaders

• Help shape revenue operations strategy, tooling decisions, and future-state capabilities

Who You Are

• 5+ years of experience in revenue operations, sales operations, marketing operations, or a related operational role

• Handson experience owning and optimizing a CRM, ideally HubSpot

• Strong analytical mindset with the ability to translate data into actionable insights

• Comfortable working across functions and influencing without formal authority

• Process oriented, detail driven, and motivated to build systems that scale

• Curious and excited about using technology, including AI, to improve how teams work

• Comfortable in a fast growing, evolving environment where priorities can shift

Nice to Have

• Experience in SaaS, fintech, or financial services

• Experience supporting advisor-led, channel-based, or B2B2C (Business-to-Business-to-Consumer) sales models

• Prior exposure to AI-powered workflows, automation, or data enrichment tools

Why work with us:

Common Wealth is a fast-growing company with a mission to change the lives of Canadians. You’ll be joining a dynamic and flexible work environment where you have the autonomy to shape your role. You’ll have ample opportunities to learn, grow, and advance within the organization while contributing to improving the Canadian retirement landscape. Total compensation includes:

• Join a mission-driven company transforming retirement in Canada

• High-growth environment with autonomy and clear career pathways

• Competitive Compensation: $100,000.00-$110,000.00

• Medical, dental and vision benefits

• Health Spending Account

• 5% employer match into our group retirement plan

• 4 weeks vacation

• Home Office Stipend

• Top of the line hardware

• Annual Learning & Development Budget

• Flex Holiday and Summer Friday Program

• Annual Company Summit

To Apply:

We are a respectful workplace committed to building a skilled and diverse workforce. We believe in fostering an inclusive work environment where all individuals have an opportunity to succeed. We welcome and encourage applications from everyone. We look forward to hearing from you!