Revenue Operations

• The Head of Revenue Operations for B2B is responsible for the operational integrity and strategic rigor of our sales engine.
• Reporting to the VP of Global Strategy and Operations, you will create the processes, and data-led insights that facilitate revenue growth from the B2B Commercial team.
• Material Improvement in Pipeline Management: Move beyond "reporting the numbers" to active pipeline management. Implement the mechanisms required to improve lead-to-close velocity and overall funnel health.
• Forecast Accuracy & Risk Visibility: Establish a disciplined forecasting pace. Provide leadership with early-warning visibility into revenue risks and upside opportunities through rigorous data validation.
• Sales Process Governance: Establish standardized sales stages and entry/exit criteria. Ensure the global sales team follows a consistent methodology to maintain data integrity and process repeatability.
• Planning: Partner with Sales Leadership and Finance to manage strategic annual planning, including setting sales quotas, designing sales compensation plans, and defining territory and capacity planning.
• B2B Lead for Global RevOps: Act as the primary B2B representative on the global revenue operations team. Ensure all B2B activity and reporting align with broader Commercial and Financial frameworks.
• Alignment: Manage the technical and process connections between Sales, Marketing (Lead Gen/Attribution), and Service (Post-Sales Handoffs/Retention).
• Unified Reporting: Partner with other teams to guarantee a single, accurate view of B2B performance, bridging the gap between raw CRM activity and financial outcomes.
• Roadmap Management: Oversee the B2B sales technology roadmap. Ensure tools are selected and configured to support sales efficiency and outcomes rather than adding administrative burden.
• Systems Onboarding: Define and oversee the new hire onboarding and training curriculum development.
• Change Management: Lead the implementation of new tools and process changes, ensuring high adoption through clear documentation and training.
• Vendor Management: Serve as the primary owner for all B2B sales system vendor relationships (e.g., Salesforce), ensuring value and contract compliance.
• Process Optimization: Identify and remove friction points in the sales cycle that inhibit client lifecycle management, specifically focusing on the handoffs between Marketing to Sales and Sales to Service.
• Leadership: Serve on the Operations Leadership team, and manage the B2B CRM Administrator

Head of Revenue Operations

• Support day-to-day revenue operations activities across Sales, Marketing, and Customer Success
• Maintain and improve CRM data quality, reporting accuracy, and process consistency within Salesforce
• Build and maintain dashboards, reports, and recurring metrics used by Revenue Leadership and GTM teams
• Analyze pipeline health, sales activity, funnel conversion, renewals, and customer lifecycle trends to identify actionable insights
• Assist with forecasting processes and pipeline reviews by ensuring data integrity and reporting accuracy
• Support territory alignment, account assignments, and quota administration activities
• Help manage and optimize revenue systems and tools, including Salesforce and other GTM technologies
• Partner cross-functionally with Sales, Marketing, Customer Success, Finance, and Business Systems teams to support operational initiatives
• Document processes, workflows, and reporting standards to improve scalability and consistency
• Assist with deal desk administration, approvals, pricing support, and operational governance workflows
• Identify process improvement opportunities that reduce friction and improve efficiency across the revenue organization
• Support ad hoc analysis and executive reporting requests as business needs evolve

Revenue Operations Analyst

• Own and continuously improve end‑to‑end revenue operations across Sales, Marketing, and Customer Success, ensuring alignment from lead to renewal
• Partner with Revenue Leadership to drive accurate forecasting, pipeline management, and performance visibility across new business and renewals
• Serve as a hands‑on owner of Casepoint’s revenue tech stack, including: Salesforce (CRM architecture, data quality, automation, reporting)
• Design and maintain executive‑ready dashboards and metrics that leaders rely on to make decisions
• Lead territory design, quota setting, and capacity planning in partnership with Sales Leadership
• Support deal execution through pricing, approvals, and deal desk workflows that balance speed with governance
• Analyze funnel performance, win/loss trends, sales cycle health, and customer lifecycle metrics to identify growth and efficiency opportunities
• Document and standardize processes so they scale with the business and reduce friction for GTM teams
• Collaborate closely with Finance to align bookings, renewals, and revenue reporting
• Coach and mentor operations teammates as the RevOps function continues to grow

Revenue Operations Manager

• Project lead the end-to-end implementation of a new quoting and subscription platform, ensuring seamless integration between the CRM and core product systems to improve efficiency and data accuracy.
• Ensure alignment and collaboration between marketing, sales, and customer success teams to drive end-to-end revenue growth.
• Oversee all GTM processes, including process optimization, sales variable compensation, territory management, forecasting, and the operating cadence.
• Partnering with applications team to streamline full tech stack across Sales, Marketing, and Customer Success (Onboarding), ensuring each team has the right tools to succeed while continuously identifying opportunities to drive efficiency and enhance performance through automation and AI.
• Ensure data integrity, compliance, and system integrations across all revenue platforms.
• Build and maintain comprehensive dashboards to monitor revenue metrics, pipeline health, and conversion rates.
• Lead forecasting and performance analysis processes to inform executive decision-making.
• Deliver actionable insights and recommendations to optimize revenue strategy and operational efficiency.
• Identify and streamline inefficiencies across the revenue funnel.
• Standardize processes for lead management, pipeline development, deal execution, and renewals.
• Establish and monitor SLAs between teams to ensure accountability and customer satisfaction.
• Manage and mentor the RevOps team, fostering a culture of collaboration, data-driven decision-making, and continuous improvement.
• Serve as a trusted advisor to the leadership team on revenue planning and organizational scalability.

Director, Revenue Operations

• Manage day-to-day Salesforce administration (users, fields, workflows, validation rules, etc.)
• Maintain data integrity and system reliability across the GTM stack
• Build and optimize workflows, automations, and processes
• Support pipeline management, forecasting, and reporting needs
• Partner with sales leadership to improve process efficiency and visibility
• Help translate business requirements into scalable system solutions
• Contribute to the design of scalable GTM systems and processes
• Evaluate and support integrations across the revenue tech stack
• Identify opportunities to improve data flow and operational efficiency
• Gradually take ownership of reporting, pipeline structure, and RevOps processes
• Evolve into a strategic partner to Sales and GTM leadership
• Transition from execution-focused work to system and strategy ownership

RevOps Administrator

• Build & Scale Enablement Programs: Design and implement structured onboarding, training, and development programs that demonstrably reduce ramp time and increase new hire productivity, with clear measurement of ROI beyond the revenue organization into the broader organization
• Collaboration & Partnership: Drive strategic alignment and cross-functional solutioning by partnering with marketing, supply chain, and sales leadership to elevate customer-facing roles through positioning, product knowledge, and fulfillment expertise.
• Global Solutioning: Create a unified approach to enablement that addresses regional and segment-specific needs while maintaining global consistency and scalability.
• Process & Tools Optimization: Serve as thought leaders by bringing new and innovative sales processes, methodologies, and tools (e.g., Salesforce, Seismic, Gong, etc.) to increase productivity and win rates, and leveraging existing resources in new ways.
• Performance Insights: Define and track key productivity metrics (e.g., ramp time, quota attainment, close rates, deal size, win rates) and implement data-driven improvements to consistently exceed targets.
• Leadership & Collaboration: Lead a global enablement team; coach and develop direct reports while fostering a culture of continuous learning.
• Partner directly with sales leaders to develop and implement coaching frameworks that drive measurable improvements in rep performance and accelerate the path to quota attainment.
• Process and Tools: Identify and eliminate productivity barriers through the optimization of sales processes, playbooks, and tools that increase selling time and improve conversion at each pipeline stage.
• Aligning Messaging Across Teams: Ensuring that sales teams are armed with consistent and effective messaging that aligns with product marketing.
• Other duties/responsibilities as necessary.

Director of Revenue Enablement

• Own the full lifecycle of promotional codes in Salesforce — from creation to retirement, ensuring every code is applied within approved parameters, audited regularly, and never becomes a source of revenue leakage.
• Keep standard pricebooks in Fullbay accurate and current, incorporating product updates, new SKUs, and pricing tier changes so that every quote and order reflects approved rates.
• Coordinate and execute the downsell workflow from initiation to system update: validate eligibility, obtain required approvals, update subscription records, and confirm downstream systems reflect the change.
• Maintain a clean audit trail.
• Maintain data integrity across CRM and billing systems by running regular reconciliation checks on subscription records, product configurations, and account data — catching and resolving discrepancies before they surface in reporting or invoicing.
• Build and manage custom pricebooks for non-standard commercial agreements.
• Track ramping schedules (multi-year escalators, usage-based tiers, step-up pricing) and ensure each stage is executed on time and recorded accurately.
• Process new customer orders accurately and on time, reviewing each deal for completeness, flagging missing data early, and partnering with Sales to resolve issues before close — enabling a clean handoff from closed-won to onboarding.
• Follow and help improve Deal Desk SOPs.
• Escalate non-standard deals requiring RevOps or Finance approval.
• Maintain documentation standards and contribute to a scalable, low-friction deal process.

RevOps Coordinator

• Maintain master customer and product data governance for Business Unit Revenue Operations
• Ensure accuracy, consistency, and timeliness of revenue datasets across multiple systems
• Perform comprehensive data validation, reconciliation, and issue resolution
• Document data definitions, assumptions, and processes for transparency and scalability
• Develop and maintain sophisticated revenue reports, dashboards, and performance metrics
• Analyze trends, variances, and key drivers to support forecasting and executive business reviews
• Execute complex ad hoc analytical requests from business unit and regional stakeholders
• Collaborate with regional teams to align data standards and ensure reporting consistency
• Drive standardization efforts across regions and business functions

• Serve as our go-to CRM (HubSpot) expert, responsible for developing and leading a CRM strategy that empowers sales & marketing to meet and exceed organizational objectives.
• Develop and implement processes to strategically source leads/prospects for sales engagement and effectively allocates to individuals across the sales team.
• Providing continuous training and support to HubSpot users.
• Develop and maintain dashboards and custom reports to track sales & marketing KPI’s.
• Support revenue operations by streamlining and optimizing sales and marketing processes.
• Analyze sales performance data to identify trends, gaps, and areas for improvement.
• Design, build, and optimize automated workflows and other process improvements to streamline marketing & sales operations.
• Ensure seamless data flow between HubSpot and integrated platforms.
• Support the development and implementation of Rev Ops strategies and tactics beyond sales and marketing with the goal of optimizing revenue through operational improvements.

• Build AI-driven revenue systems that capture, qualify, and convert inbound demand into measurable revenue
• Design self-service and e-commerce experiences using AI to guide customers from interest to purchase
• Automate and augment sales workflows, reducing manual effort and accelerating deal velocity
• Develop multi-channel engagement systems across email, SMS, and web that adapt to user behavior in real time
• Own measurement and optimization, using data and AI to continuously improve conversion and funnel performance
• Partner cross-functionally with Growth, Sales, and RevOps to build scalable, production-ready systems

Applied AI Engineer, Small Market Growth, Revenue Systems

• Design, deliver, and continuously improve onboarding programs for AEs, SDRs, SEs, and Partner Managers, ensuring rapid ramp and role competency
• Own and operate a consistent enablement cadence including: weekly communications highlights, regular sales team meetings and learning sessions
• Partner with frontline managers to reinforce consistent coaching practices, including: meeting coaching frameworks and execution, performance insights, and in-the-moment enablement and deal support
• Collaborate with GTM Operations and GTM Engineering to define, document, and roll out scalable processes across the revenue lifecycle. Ensure strong adoption and continuous optimization
• Create and maintain role-based playbooks, training materials, and resource libraries that support pipeline creation, deal progression, and customer expansion.
• Identify and operationalize AI-driven insights, coaching, in-the-moment enablement, and assists to improve rep productivity, messaging effectiveness, and overall GTM efficiency
• Partner with Sales, Marketing, CX, Product, and Partnerships to support key initiatives including product launches, campaign execution, and customer journey improvements

Senior Manager, Revenue Enablement

• Aligns data, reporting, and technology solutions with Commercial & Consumer Lending business strategy.
• Partners closely with Revenue Operations and business leaders to translate complex data into actionable insights.
• Uses knowledge of business processes, data structure, and reporting systems to identify and solve data-driven problems.
• Develops and maintains Power BI dashboards, including data modeling, DAX calculations, and visualization design.
• Designs and enhances Power Apps solutions to support business workflows.
• Develops Salesforce reports and dashboards, supports stage logic analysis.
• Assists in daily, weekly, monthly, and quarterly reporting packages.
• Supports data governance efforts.
• Generates ad hoc reports and performs advanced data analysis.
• Identifies opportunities to automate manual reporting processes.

See all jobs on JobTailor

Head of Revenue Operations

Revenue Operations Analyst

Revenue Operations Manager

Director, Revenue Operations

RevOps Administrator

Director of Revenue Enablement

RevOps Coordinator

Revenue Operations Analyst

Revenue Operations Manager

Applied AI Engineer, Small Market Growth, Revenue Systems

Senior Manager, Revenue Enablement

Business Analyst II – Commercial & Consumer Lending, Revenue Operations