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- Employment
- Full-time
About the role
Key Responsibilities
- Own and maintain the company's revenue operations infrastructure, including sales pipeline, portfolio, performance, and KPI reporting, ensuring a single source of truth across Sales, Marketing, Finance, Product, and Operations.
- Develop and deliver executive-level reporting, insights, and recommendations related to pipeline health, conversion performance, forecast accuracy, sales attainment, and business trends.
- Drive monthly, quarterly, and annual revenue planning processes by translating market opportunities, pipeline data, and historical performance into actionable targets and operating plans.
- Manage and optimize revenue systems, reporting tools, and business processes to improve visibility, scalability, data integrity, and operational efficiency.
- Lead cross-functional strategic initiatives focused on accelerating sales growth, improving conversion rates, reducing contract-to-activation timelines, and standardizing operational processes.
- Partner with senior leaders across Sales, Marketing, Finance, Product, and Operations to identify business opportunities, solve operational challenges, and execute strategic priorities.
- Partner to define the Revenue Operations roadmap, including CRM enhancements, reporting automation, AI-enabled capabilities, and continuous process improvement initiatives.
- Establish performance metrics, governance processes, and project management disciplines to ensure successful execution of key business objectives and transformational programs.
- Serve as a trusted advisor to leadership by providing data-driven insights that support decision-making, resource allocation, and long-term growth strategies.
- Expertise in Power BI data modeling, DAX calculations, and dashboard optimization.
- Experience leveraging PowerQuery to automate and standardize reporting workflows.
- Knowledge of RevOps best practices and GTM operational processes.
- Familiarity with AI-driven operational tools and automation.
- Experience supporting executive leadership and board-level reporting.
- Strong process improvement and change management capabilities.
Skills, Knowledge & Expertise
- Bachelor’s degree in Business, Finance, Economics, Analytics, or related field required; MBA preferred.
- 5–8+ years of experience in Revenue Operations, Sales Operations, Strategy, Finance, Consulting, or related fields.
- Strong analytical, financial modeling, and business planning capabilities.
- Advanced proficiency in Microsoft Excel, including PowerQuery for data transformation and automation.
- Hands-on experience building dashboards, KPI reporting, and executive visualizations in Power BI.
- Experience with CRM and revenue systems (Salesforce preferred).
- Experience managing sales compensation and quota programs.
- Strong understanding of sales forecasting, pipeline analytics, and revenue performance management.
- Exceptional project management and cross-functional leadership skills.
- Excellent communication and executive presentation abilities.
- Ability to synthesize complex data into actionable business insights.
- Ability to operate effectively in a fast-paced, high-growth environment.
Job Benefits
- Medical, Dental and Vision
- PTO & Holidays
- 401K + Match
- Life Insurance
- FSA & HSA
- Short Term/Long Term Disability
- Legal Plan Support & EAP
Perks & benefits
- 401k
- Paid Time Off
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