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.
Requirements
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.