Associate Director, Revenue Operations

Position Overview:

The Associate Director of Revenue Operations plays a critical role in driving operational efficiency, strategic growth, and data-driven decision-making across sales, marketing, and customer success functions. This individual will work closely with senior leadership and cross-functional teams to optimize revenue generation processes, enhance data infrastructure, and ensure the alignment of operational strategies with company goals in a fast-paced SaaS environment.

Key Responsibilities:2. Data Management & Reporting:3. Cross-Functional Collaboration:4. Process Improvement & Automation:5. Budgeting & Forecasting:

• Revenue Strategy & Operations:
• 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:

Education & Experience:

• 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)
  
  

Technical & Analytical Skills:

• 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
  
  

Leadership & Communication:

• 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
  
  

Problem Solving & Strategic Thinking:

• 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
  
  

Salary range for this role: $170,000 - $180,000 annually

This position is REMOTE, must be eligible to work in the US

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