
Senior Director, Revenue Systems and Data
Chartbeat
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $160,000 - $190,000 per year
Job Level
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