Evolve and run the revenue operating system that drives predictable performance
Own the forecasting cadence, commercial governance, territory model, whitespace and renewal intelligence, Win/Loss program
Operate as a senior power user of HubSpot, building dashboards, reports, and workflows
Run a consistent monthly forecasting cadence across new business, upsell, and renewals
Execute revenue planning modeling under the direction of the Head of Business Operations
Own pricing validation and deal approval workflows through PandaDoc
Maintain and grow whitespace and revenue under management reporting
Own the recurring monthly executive reporting package, partnering with Head of Business Operations

5+ years of experience in Revenue Operations, Sales Operations, GTM Operations, or Business Operations roles, ideally in B2B SaaS
Demonstrated track record of running and refining revenue processes, including forecasting cadence, deal approvals, and performance reporting
Strong experience building reporting and workflows in CRM systems, with HubSpot strongly preferred
Strong analytical capability and comfort defining metrics, building reporting frameworks, and turning insights into recommendations and action
Experience partnering with Finance and Sales Leadership on pricing governance, approvals workflows, quota planning, and compensation support
Comfort working in imperfect data environments and improving instrumentation and data quality over time
Strong cross-functional communication skills, with the ability to drive alignment and adoption across Sales, Account Management, Marketing, Finance, Service Operations, and Product

Director, Revenue Operations

Key skills