Director, Revenue Operations
Ortiz Property Group @ REAL Broker
Revenue Operations Lead
Finch
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $136,000 - $149,000 per year
Job Level
Senior
Tech Stack
Apollo
About the role
- Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity.
- Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance.
- Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place.
- Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow.
- Design process automation for AE → AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing.
- Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance.
- Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time.
- Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy.
- Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights.
Requirements
- 3–5 years in Revenue Operations, Sales Ops, or GTM Systems roles.
- Deep understanding of Salesforce reporting and GTM automation tools.
- Strong analytical mindset; comfortable building dashboards and translating business questions into data stories.
- Proven ability to balance detail and big-picture thinking — operational precision now, strategic scale later.
- Excellent communicator who can collaborate across Sales, Success, and Marketing.
- Curiosity to evolve from execution to strategy — designing the future of RevOps at Finch.
Benefits
- Competitive equity with a **10-year exercise window**
- Full medical, dental, and vision coverage (100% for employees, 85% for dependents)
- Unlimited PTO (with a 3-week minimum)
- 401(k) plan
- Regular team offsites and meetups
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM structure auditingdata integrity managementdashboard buildingSalesforce routing managementprocess automation designcomp reportingQBR process optimizationKPI framework developmentself-serve analyticsdata storytelling
Soft skills
analytical mindsetdetail-orientedbig-picture thinkingexcellent communicationcollaborationcuriositystrategic thinking
