Key Responsibilities:

• Lead and optimize end-to-end revenue operations processes, including sales, marketing, customer success, and enterprise/professional services.
• Collaborate with leadership to define and execute the revenue growth strategy, ensuring alignment across teams.
• Develop and manage revenue forecasting, tracking, and reporting systems to provide accurate and actionable insights.
• Identify opportunities for operational improvements to drive increased efficiency, reduce friction, and improve conversion rates.

• Oversee the implementation and optimization of the CRM (e.g., Salesforce) and other sales tools, ensuring data integrity and accuracy.
• Build and maintain key performance indicators (KPIs) and dashboards to track and report on sales and revenue performance.
• Provide regular reports on revenue performance, churn, customer acquisition costs (CAC), lifetime value (LTV), and other key metrics to leadership.
• Use data-driven insights to inform decision-making across sales, marketing, and customer success teams.

• Work closely with the Sales, Marketing, Customer Success, Enterprise/Professional Services teams to streamline processes and ensure alignment with revenue goals.
• Partner with Finance and Legal teams to ensure accurate billing, contract management, and forecasting.
• Lead initiatives to optimize the customer journey, improve retention, and reduce churn by aligning sales and customer success efforts.

• Evaluate and improve revenue-generating processes using automation tools (e.g., Salesforce, Outreach, Marketo) to enhance productivity and reduce manual effort.
• Lead cross-functional projects to drive process improvement, automation, and scalability within the revenue organization.
• Recommend and implement technology solutions that enhance operational efficiency and support strategic revenue growth objectives.

• Work with Finance and senior leadership to manage revenue forecasting and planning cycles.
• Develop and implement models for accurate sales forecasting based on historical data and trends.
• Ensure alignment of budgets with overall revenue targets and company growth objectives.
• Collaborate with leadership to define sales territories, quotas, and compensation plans in alignment with overall revenue goals.

Key Skills and Qualifications:

• Bachelor’s degree in Business, Marketing, Finance, or a related field (MBA or equivalent advanced degree preferred).
• 5+ years of experience in revenue operations, sales operations, or business operations, preferably in a SaaS or technology company.
• Proven experience in managing and optimizing CRM systems (Salesforce preferred).
• Strong understanding of SaaS business models, revenue metrics, and key performance indicators (KPIs).

• Proficiency in CRM software, data analytics platforms, and sales automation tools.
• Advanced Excel and data analysis skills (e.g., working with large datasets, pivot tables, and building custom reports).
• Experience with business intelligence tools
• Strong understanding of revenue forecasting, budgeting, and modeling.

• Ability to collaborate effectively across departments and senior leadership to achieve organizational goals.
• Strong communication skills with the ability to present data-driven insights and make recommendations to senior executives.
• Experience leading teams and projects, with a focus on developing talent and driving results.
• High attention to detail and ability to manage multiple priorities in a fast-paced, dynamic environment.

• Strong analytical mindset with the ability to identify, diagnose, and resolve operational challenges.
• Experience using data and process improvement techniques to drive operational changes and revenue growth.
• Strategic thinker who can balance short-term execution with long-term vision.