Summer

Revenue Operations

• Develop and own a unified revenue operations strategy aligned with company goals, in partnership with executive leadership and GTM leaders.
• Design, implement, and continuously improve end-to-end revenue processes, including lead management, funnel stages, handoffs, renewals, and expansion across marketing, sales, and client success.
• Build and manage a rigorous forecasting, pipeline management, and performance reporting framework to support executive and board-level decision-making.
• Define, track, and operationalize key revenue KPIs across the funnel (e.g., conversion rates, velocity, CAC, LTV, retention, expansion), translating insights into clear recommendations and action plans.
• Own GTM systems and data strategy (including HubSpot CRM and related tools), ensuring data integrity, seamless integrations, and effective usage across teams from prospect through launch.
• Partner with GTM leaders on territory design, quota setting, routing rules, and coverage models to support scalable and efficient growth.
• Serve as a cross-functional partner to Sales, Marketing, Client Success, Product, Finance, and People to ensure alignment on revenue processes, metrics, and incentives.
• Build and maintain scalable enablement processes and documentation (playbooks, SOPs, training materials) that equip sales, marketing, and client success teams with the knowledge, tools, and best practices needed to execute consistently and effectively.
• Support executive and board reporting with clear, accurate, and timely revenue insights that highlight risks, opportunities, and progress against goals.
• Identify bottlenecks and friction in the revenue funnel and drive cross‑functional initiatives to improve efficiency, productivity, and customer experience.

Director of Revenue Operations

Financial Planning and Analysis

• Lead company-wide FP&A, including budgeting, forecasting, variance analysis, and scenario modeling to support growth and resource planning.
• Partner closely with the executive team as the day-to-day finance lead, translating strategy into clear financial plans and decision-ready insights.
• Build and own financial models and reporting that inform executive decisions, product investment, organizational tradeoffs and as needed fundraising scenarios.
• Own day-to-day financial operations, including A/P, A/R, employee reimbursements, corporate cards, cash movement, and monthly close.
• Prepare monthly financial reporting for the executive team and support quarterly board and investor reporting.
• Strengthen financial controls and approval workflows across contracts, spend, and payments, serving as the internal point of accountability.
• Manage and hold accountable external partners (controller, bookkeepers, tax advisors), providing direction and pushing back when needed.
• Develop team-, product-, and revenue-level reporting to improve visibility into performance, unit economics, cost of sales, and sales efficiency.

Director of Revenue Operations

Director of Finance