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Director of RevOps
Red Oak ISDDirector of Revenue Operations at Red Oak managing scalable systems for Sales, Marketing, Finance, and Operations. Build AI-driven automations and maintain efficient processes in a hybrid work environment.
About the role
Key responsibilities & impact- Own the infrastructure of Revenue Operations
- Manage a Salesforce instance with clean data and documented processes
- Lead revenue forecasting cadence with Sales leadership
- Partner with Finance on annual planning
- Define and maintain rules of engagement between Sales, CS, and Marketing
- Manage RevOps vendor relationships and budget
- Develop quota models and territory designs for Finance and Sales
- Establish a RevOps function that is documented, scalable, and resilient to personnel changes
Requirements
What you’ll need- 7+ years in Revenue Operations, Sales Operations, or GTM Strategy — at least 3 in a SaaS environment
- Hands-on Salesforce expertise (admin-level preferred)
- Demonstrated ability to build, own, and maintain AI-driven automations across GTM systems — not just use AI tools, but engineer integrations others depend on
- Strong analytical skills — Excel/Google Sheets modeling, BI tool fluency, comfort interrogating and challenging data outputs
- Experience in high-growth environments; able to operate without a playbook and document what you build so others can rely on it
- Financial services or compliance industry experience a plus
- Actively leverages AI tools and emerging technologies to improve operational efficiency, accelerate execution, enhance reporting and insights, and support data-driven decision-making.
- Demonstrates a forward-thinking mindset with hands-on experimentation, process innovation, and the ability to identify scalable AI applications across RevOps workflows, analytics, forecasting, and GTM operations.
Benefits
Comp & perks- Red Oak values the energy and creativity that comes from working together in person
ATS Keywords
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Hard Skills & Tools
SalesforceAI-driven automationsExcelGoogle SheetsBI toolsquota modelsterritory designsdata interrogationdata analysis
Soft Skills
analytical skillsprocess innovationforward-thinking mindsetcollaborationdocumentation