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Core Responsibilities

Revenue Planning & Reporting

• Support annual planning, forecasting, and go-to-market initiatives through operational analysis and reporting.
• Own weekly, monthly, and quarterly revenue reporting and forecasting processes.
• Build and maintain executive dashboards and KPI reporting across Sales, Marketing, and Customer Success.
• Monitor pipeline health, conversion rates, bookings, retention, and revenue performance.
• Analyze business trends, identify operational risks, and provide recommendations to leadership.
• Maintain consistent reporting standards across the revenue organization.

Revenue Process Management

• Document, optimize, and standardize revenue processes across the customer lifecycle.
• Identify process bottlenecks and recommend scalable improvements.
• Partner with cross-functional teams to simplify workflows and improve operational efficiency.
• Lead operational improvement initiatives that increase productivity and consistency.
• Ensure revenue processes are documented, maintained, and adopted across the organization.

CRM & Revenue Systems

• Serve as the primary operational owner for Salesforce and the revenue technology ecosystem.
• Gather business requirements and prioritize system enhancements.
• Partner with Engineering, IT, and external vendors on system integrations and automation.
• Improve CRM adoption through documentation, training, and process improvements.
• Evaluate new technologies that improve operational effectiveness and scalability.

Data Governance & Business Intelligence

• Implement and maintain data governance standards that improve data quality and consistency.
• Monitor customer and revenue data to ensure accuracy and completeness.
• Develop reporting and monitoring processes that proactively identify data quality issues.
• Support the ongoing development of a centralized, trusted source for revenue reporting.
• Improve access to actionable business insights across departments.

Cross-Functional Revenue Operations

• Partner with Sales, Marketing, Customer Success, Finance, and Operations to improve alignment across the revenue lifecycle.
• Maintain consistent funnel definitions, KPIs, and reporting methodologies.
• Support territory planning, account assignments, and operational planning initiatives.
• Coordinate cross-functional projects that improve execution and visibility across teams.

Customer Success Operations

• Build reporting and operational processes that support customer retention and expansion.
• Monitor customer health, renewal, churn, and program performance metrics.
• Partner with Customer Success leadership to improve operational efficiency and customer experience.
• Recommend process improvements based on customer and operational data.

Team Leadership

• Lead Revenue Operations projects and mentor team members.
• Establish priorities, project plans, and performance expectations for operational initiatives.
• Coordinate work across multiple stakeholders to ensure successful execution.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Manage technology, vendor, and operational priorities related to the Revenue Operations function.

Continuous Improvement

• Lead cross-functional operational improvement projects.
• Drive automation initiatives that reduce manual work and improve business efficiency.
• Recommend process improvements that support business growth and scalability.
• Present operational findings and recommendations to department leaders and executive leadership.
• Stay current on Revenue Operations best practices and recommend opportunities for improvement.