Director of RevOps

Role Overview

• Own the infrastructure of Revenue Operations
• Manage a Salesforce instance with clean data and documented processes
• Lead revenue forecasting cadence with Sales leadership
• Partner with Finance on annual planning
• Define and maintain rules of engagement between Sales, CS, and Marketing
• Manage RevOps vendor relationships and budget
• Develop quota models and territory designs for Finance and Sales
• Establish a RevOps function that is documented, scalable, and resilient to personnel changes

Requirements

• 7+ years in Revenue Operations, Sales Operations, or GTM Strategy — at least 3 in a SaaS environment
• Hands-on Salesforce expertise (admin-level preferred)
• Demonstrated ability to build, own, and maintain AI-driven automations across GTM systems — not just use AI tools, but engineer integrations others depend on
• Strong analytical skills — Excel/Google Sheets modeling, BI tool fluency, comfort interrogating and challenging data outputs
• Experience in high-growth environments; able to operate without a playbook and document what you build so others can rely on it
• Financial services or compliance industry experience a plus
• Actively leverages AI tools and emerging technologies to improve operational efficiency, accelerate execution, enhance reporting and insights, and support data-driven decision-making.
• Demonstrates a forward-thinking mindset with hands-on experimentation, process innovation, and the ability to identify scalable AI applications across RevOps workflows, analytics, forecasting, and GTM operations.

Benefits

• Red Oak values the energy and creativity that comes from working together in person