Chartbeat

Senior Director, Revenue Systems and Data

Chartbeat

full-time

Posted on:

Location Type: Remote

Location: TexasUnited States

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Salary

💰 $160,000 - $190,000 per year

Job Level

Tech Stack

About the role

  • Serve as the owner of Salesforce and connected GTM systems, including Sales Cloud, CPQ, Conga, and integrations.
  • Own the end-to-end revenue data model across lead, opportunity, quote, contract, renewal, and expansion workflows.
  • Define and manage the roadmap for revenue systems, balancing new capabilities, usability, and technical debt.
  • Ensure systems are reliable, scalable, and trusted as the operational system of record.
  • Partner with Sales, Marketing, Customer Success, Product, Finance, and Leadership to translate business needs into effective system design.
  • Balance competing stakeholder priorities and make thoughtful tradeoffs in service of the company as a whole.
  • Ensure systems support how teams actually work, not just how metrics are reported.
  • Design dashboards and forecasting frameworks that provide leadership with clear visibility into performance, risk, and opportunity.
  • Architect, administer, and continuously improve the Salesforce instance, including Sales Cloud, CPQ, and Conga.
  • Establish guardrails, controls, and validation to maintain data integrity without slowing teams down.
  • Lead and develop a team covering Business Intelligence and Salesforce Administration.

Requirements

  • 10+ years in Revenue Operations, Sales Operations, or GTM Systems roles in B2B SaaS.
  • Deep hands-on experience owning Salesforce as a cross-functional platform (Sales Cloud, CPQ, Conga).
  • Proven ability to work effectively with Sales, Marketing, Customer Success, Finance, Product, and Executives.
  • Strong understanding of quote-to-cash workflows and recurring revenue models.
  • Experience leading or mentoring teams.
  • Comfort operating in fast-moving, high-expectation environments where tradeoffs are constant.
  • Experience in a private-equity-backed SaaS company desirable
  • Salesforce Administrator or Developer certification a plus
  • Experience integrating Salesforce with ERP or billing systems (e.g., NetSuite) desirable
  • Prior ownership of Salesforce redesigns, migrations, or scale-up initiatives preferred
Benefits
  • Comprehensive Health, Dental, and Vision Insurance
  • 401K with company match (100% of the first 3% and 50% of the next 2%)
  • Fully Paid Parental Leave - 18 weeks for birthing parents, 12 weeks for non-birthing parents
  • Phone and internet stipend
  • Wellness, learning, and coworking reimbursements
  • Flexible work hours
  • Unlimited PTO
  • 11 paid holidays and December holiday closure
  • Annual In-Person Event
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SalesforceSales CloudCPQCongadata modeldashboardsforecasting frameworksquote-to-cash workflowsrecurring revenue modelsintegrating Salesforce with ERP
Soft Skills
stakeholder managementteam leadershipcross-functional collaborationtradeoff decision-makingadaptabilitymentoringcommunicationproblem-solvingorganizational skillsstrategic thinking
Certifications
Salesforce Administrator certificationSalesforce Developer certification