Revenue Operations Lead
Vori
Senior Manager, Revenue Operations
David Energy
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $200,000 per year
Job Level
Senior
Tech Stack
Tableau
About the role
- Design and implement scalable revenue operations processes across the entire customer lifecycle (lead generation → customer acquisition → expansion → retention)
- Own revenue forecasting, pipeline management, and performance analytics to drive predictable growth
- Develop and maintain revenue metrics, dashboards, and KPIs that provide actionable insights to leadership
- Create and optimize sales and customer success playbooks, processes, and workflows
- Lead quarterly business reviews and revenue planning cycles
- Serve as the primary administrator and strategic owner of our CRM (Salesforce) and revenue tech stack
- Implement and optimize integrations between sales, marketing, and customer success tools
- Evaluate, implement, and manage new revenue tools and technologies to support scaling operations
- Ensure data integrity and governance across all revenue systems
- Build automated workflows and reporting to eliminate manual processes
- Partner with sales leadership to design and optimize sales processes, territories, and compensation plans
- Develop customer success processes for onboarding, expansion, and retention
- Implement and optimize lead routing, qualification, and handoff processes
- Support pricing and deal approval workflows
- Build comprehensive revenue reporting and analytics capabilities
- Conduct analysis on conversion rates, sales cycle efficiency, customer acquisition costs, and lifetime value
- Identify bottlenecks and optimization opportunities across the revenue funnel
- Provide data-driven recommendations to improve team performance and business outcomes
- Track and report on progress against revenue targets and operational metrics
- Work closely with marketing to optimize lead generation, nurturing, and attribution
- Partner with finance on revenue recognition, forecasting, and financial planning
- Collaborate with product on usage analytics and feature adoption tracking
- Support customer success on expansion, retention, and health scoring initiatives
Requirements
- 5-7 years of experience in revenue operations, sales operations, or business operations roles
- 3+ years of experience in a high-growth SaaS or technology company
- Expert-level proficiency with CRM systems (Salesforce preferred) including custom objects, workflows, and reporting
- Strong analytical skills with experience in data visualization tools (Tableau, Looker, or similar)
- Proven track record of building and scaling revenue operations in a Series A/B environment
- Experience with sales and marketing automation tools (Outreach, Salesloft, Marketo, etc.)
Benefits
- Group medical and dental insurance
- Flexible vacation / PTO policy
- 401(k) plan
- Hybrid office culture, with team members working remotely and from our office in NYC
- A supportive and inclusive work environment where your contributions are valued.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
revenue operationssales operationsbusiness operationsdata visualizationrevenue forecastingpipeline managementperformance analyticssales process optimizationcustomer success processeslead generation
Soft skills
analytical skillsleadershipcollaborationdata-driven decision makingcommunication
