Business Operations

• Own the product strategy, roadmap, and delivery for a suite of revenue‑generating systems aligned to company OKRs.
• Evaluate and recommend new technologies; optimize existing platforms against strategic objectives.
• Running SDLC process via Jira to ensure proper exploration and delivery of each software product and transformation.
• Strong Agile background and experience taking business user stories and translating them into acceptance criteria.
• Ensure seamless integration across Salesforce (Marketing & Sales Cloud), Vitally, call center, AI, and CPQ tools to enable efficient customer workflows and inputs.
• Champion user experience for both internal and customer‑facing touchpoints; clarify stakeholder roles using RACI.
• Define and prioritize requirements with Marketing, Sales, Onboarding, Customer Success, Strategic Partnerships, and external partners.
• Partner with Business Intelligence on revenue data strategies (customers, vendors, dimensional data tables).
• Bridge business needs and technical execution, translating complex requirements into actionable delivery plans.
• Lead implementations, enhancements, and integrations; govern testing, enablement, and post‑launch support.
• Continuously improve processes through automation and workflow optimization to increase revenue team productivity.
• Ensure compliance with internal controls and regulatory standards (e.g., SOX, GAAP/ASC 606); champion audit readiness.

Lead Business Systems Product Manager – Revenue Generation

Senior Business Process Optimization Program Manager

Senior Manager, Business Operations and Strategy