Director, Revenue Operations
Fetch PackageAbout the role
Our Opportunity:
We are seeking a seasoned Director of Revenue Operations to own and scale the systems, processes, and insights powering our go-to-market (GTM) engine while leading efforts to drive growth and efficiency across Sales, Marketing, and Customer Success (CS). The ideal candidate will blend strategic vision with hands-on execution to architect our revenue infrastructure and optimize the entire cycle through data analytics. In addition, the candidate will be equally comfortable in the boardroom presenting forecast methodology and in-the-weeds optimizing a Salesforce workflow. We need an effective servant leader that is capable of building scalable processes and high-performing teams while fostering cross-functional communication to ensure a unified approach to revenue generation.
What You'll Do:
- Own company-wide revenue forecasting — partnering with Sales and CS leadership to build accurate, predictable weekly and quarterly models for bookings and churn
- Define and maintain pipeline health metrics, customer health scores, and forecasting methodologies that reflect real-world business dynamics
- Build scalable models for account planning, territory and segmentation design, quota setting, and compensation design
- Serve as the primary Revenue Operations (RevOps) partner to Finance during the annual planning cycle — aligning revenue targets, headcount assumptions, and GTM investment with financial models and board-level plans
- Own the operational inputs to the Annual Operating Plan (AOP) — including quota rollup, attainment modeling, and revenue bridge construction across new business, expansion, and renewal streams
- Build and maintain dynamic capacity models that inform GTM headcount decisions — factoring in ramp curves, productivity benchmarks, attrition assumptions, and growth targets across Sales, Sales Development Representative (SDR), and CS teams
- Develop and maintain executive-level dashboards across pipeline, bookings, revenue, retention, and team productivity
- Standardize KPI definitions across Sales, Marketing, and CS — creating a single source of truth across the organization
- Translate complex data into crisp, actionable insights that shape GTM strategy and investment decisions
- Partner with Sales, Marketing, and CS leadership to ensure GTM have the tools, content, and data to execute repeatable, scalable selling motions
- Implement and continuously enhance high-impact enablement functions that increase sales productivity and reduce ramp-up times for new hires
- Optimize workflows across the full lead-to-revenue lifecycle: lead management, opportunity management, quoting, contracting, renewals, and expansions
- Architect, implement and manage high-performing enablement technology to deliver tangible value to the business.
- Establish and enforce governance for access, data hygiene, and process compliance across all GTM systems
- Lead and grow a high-performing RevOps team (e.g.: Admin, Analyst, BDR and Enablement functions today)
- Prioritize the team’s roadmap based on business impact, GTM needs, and organizational goals
- Serve as a strategic thought partner and trusted advisor to the business
- Act as the connective tissue between Marketing, Sales, Customer Success, Finance, and Product — ensuring shared definitions, aligned incentives, and a coherent view of revenue performance across all functions
- Collaborate with Finance to ensure revenue forecasts, pipeline coverage ratios, and bookings pacing are reconciled with financial reporting on a recurring basis
- Lead recurring cross-functional operating cadences — including pipeline reviews, forecast calls, and QBRs — ensuring the right data is in the room and decisions are grounded in a single source of truth
- Own the design, documentation, and enforcement of rules of engagement across the GTM organization — establishing clear, written policies that reduce conflict, protect seller motivation, and ensure a consistent prospect and customer experience
- Define and maintain lead routing and handoff protocols
- Establish account ownership and segmentation policies that address territory overlap, inbound from existing accounts, named account designations, and prospect-to-customer transitions
- Define quota credit and split policies for overlay, specialist, and multi-seller deals — ensuring compensation structures reinforc
Revenue Strategy, Forecasting & Planning
GTM Performance Reporting & Analytics
Sales & CS Enablement Infrastructure
Systems Ownership, Architecture and Engineering
Team Leadership
GTM & Finance Alignment
Rules of Engagement
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