Revenue Operations

• Analyzing sales data.
• Reviewing and interpreting sophisticated data sets to identify trends, opportunities, and patterns that inform decision-making processes.
• Conducting in-depth market research and analysis to ensure sales strategies align with evolving customer needs and market conditions.
• Developing, building, and maintaining dashboards and reporting frameworks using PBI and Excel to monitor important metrics, sales performance, pipeline health, quota attainment, and productivity metrics.
• Employing AI and automation tools to improve lead scoring, pipeline analysis, and customer insights.
• Enabling GTM collaboration on account and product strategies.
• Supporting sales goal attainment by providing access to leading and lagging indicators.
• Documenting operational processes, AI use cases, and reporting methodologies, in partnership with enterprise data analytics team.
• Working with stakeholders across departments to align sales initiatives, data definitions, and analytical methodologies with broader organizational objectives.
• Delivering data-driven insights by translating complex data into clear, compelling stories that highlight key performance drivers, business implications, and actionable recommendations to improve sales performance and drive business growth.

Senior Sales Revenue Operations Analyst

• Lead SOP (Sales & Operations Planning) unit forecasting processes to support demand planning, revenue projections, and organizational growth targets.
• Partner with Finance on revenue forecasting and budgeting, ensuring timely and accurate revenue projections.
• Develop and maintain monthly, quarterly, and annual revenue planning models.
• Analyze sales trends, pipeline performance, bookings, and operational metrics to improve forecast accuracy.
• Partner with Sales Leadership and Finance to align forecasting assumptions and business objectives.
• Support annual operating plans and quarterly business reviews
• Own corporate sales reporting tools and deliver timely, accurate executive dashboards and KPI reporting.
• Prepare weekly, monthly, and quarterly business performance reports for leadership teams.
• Monitor sales productivity, attainment, pipeline conversion, and regional performance metrics.
• Provide actionable insights and recommendations to improve sales effectiveness and operational efficiency.
• Manage SPS data reporting, ensuring data integrity, consistency, and accuracy across systems and reporting platforms.
• Build and maintain automated reporting tools, dashboards, and data visualizations.
• Analyze operational and sales performance data to identify trends, risks, and growth opportunities.
• Collaborate cross-functionally to improve reporting processes and data governance standards.
• Calculate and validate sales rep monthly commissions and incentive compensation plans.
• Ensure accurate commission payouts in accordance with compensation policies and timelines.
• Partner with Finance and HR to support compensation plan administration, audits, and reporting.
• Resolve commission discrepancies and maintain detailed documentation of calculations and methodologies.
• Produce and distribute weekly sales reports highlighting bookings, revenue, pipeline health, forecast changes, and performance trends.
• Track key sales metrics and identify variances against targets and forecasts.
• Support leadership meetings with data-driven insights and operational updates.
• Continuously improve reporting cadence, automation, and reporting accuracy.

Revenue Operations Manager

• Own our HubSpot instance and other software and tooling for our Marketing and BDR functions
• Research, design, document and implement operational improvements
• Manage dashboards and reports in Tableau, HubSpot and other BI tools
• Train revenue team members and serve as primary contact for all platform and analytics questions related to CRM, BI, and other platforms
• Work with COO to support new product and capability developments in value delivery by leveraging technology platforms
• Collaborate with senior leadership to ideate and prioritize capability-building projects

RevOps Analyst

• Attend key planning, QBR, and operational meetings across Marketing, Customer Success, and Support as a standing participant.
• Bring data and operational intelligence into conversations proactively rather than waiting to be asked.
• Own reporting across the full customer lifecycle.
• Build and maintain self-serve dashboards in HubSpot and Metabase that give every stakeholder a clear, accurate view of the metrics that matter most to their team and to the business.
• Model team workload against volume trends, seasonality, and staffing levels to give leadership a forward-looking view of where demand is heading and where SLA risk or churn exposure may be building.
• Serve as the business-side liaison to the Systems team.
• Translate operational goals and gaps into clear, well-scoped technical requirements, QA workflow and automation changes before they ship, and identify configuration errors before they affect performance.
• Evaluate how each team operates against how the technology supports them.
• Identify where processes break down, where tools are underutilized, and where changes to HubSpot workflows, lifecycle stages, or automation logic would meaningfully improve outcomes.
• Design and run structured experiments across campaigns, audiences, and channels.
• Document what moves the needle and apply those learnings systematically.

• 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

• Leads the development of Consumables demand forecasts using statistical modeling, predictive analytics, and market insights to develop high-quality demand forecasts
• Develops and refines advanced revenue forecasting models for Consumables, integrating complex variables
• Works closely with sales leadership to ensure the Consumables sales pipeline is accurately reflected in revenue forecasts
• Partners with finance and supply chain teams to align Consumables plans with budget, inventory, and service level objectives
• Utilizes sophisticated analytics tools and methodologies to conduct deep dives into revenue data
• Ensures the implementation of demand planning and revenue operations software and tools

Senior Manager, Demand Planner, Revenue Operations

• Attend key CS and Support planning, QBR, and operational meetings as a standing participant to bring data and operational intelligence into conversations proactively.
• Own capacity planning for CS and Support by modeling team workload against volume trends, seasonality, staffing levels, and headcount data to give leadership a forward-looking view.
• Serve as the CS/Support-side liaison to the Systems team to translate team needs into well-scoped technical requirements, identify configuration errors, and QA workflow changes before they ship.
• Own performance reporting and build self-serve dashboards in HubSpot and Metabase covering ticket volume, resolution time, CSAT, SLA attainment, and team productivity.
• Evaluate the full CS and Support tech stack deeply to identify underutilized tools, map out where data/processes break down, and recommend HubSpot Service Hub updates.

RevOps Specialist – Customer Success

• Attend key Marketing planning and strategy meetings as a standing participant to bring data and platform intelligence into conversations proactively.
• Know the full MarTech stack deeply, staying ahead of HubSpot updates and identifying where existing tools are being underutilized.
• Serve as the marketing-side liaison to Systems, turning marketing goals into well-scoped requirements, catching misconfigurations, and QAing builds before they ship.
• Own marketing performance reporting in HubSpot and Metabase, including multi-touch attribution tied to pipeline and revenue.
• Design and run structured A/B tests across campaigns, audiences, and channels to systematically document and apply what moves the needle.
• Funnel performance execution across metrics including open rates, conversion rates, drop-off points, source quality, and campaign ROI.
• Technical scoping excellence, demonstrated by delivering clear, well-scoped technical requirements that allow the Systems team to act quickly and error-free.
• System deployment quality, evaluated by catching logic errors, automation gaps, and performing successful QA validation before campaign builds ship.
• The creation and adoption of self-serve dashboards that ensure stakeholders have accurate data quality without waiting on custom reports.

RevOps Specialist, Marketing

• 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

• 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

• Serve as the primary operational partner for the revenue organization
• Translate pipeline and performance data into strategic revenue intelligence
• Run the full operating cadence—weekly forecasts, monthly reviews, and quarterly QBRs
• Prepare executive and board-level presentations and sales leadership decks
• Own and administer the revenue tech stack
• Drive end-user adoption of Salesforce and Tableau
• Deliver enablement and tooling training to the broader sales team
• Maintain an accurate sales pipeline and ensure forecast integrity
• Own the architecture and governance of the sales organization
• Lead the continuous evolution of the sales operating model

Senior Revenue Operations Analyst

• Owning solution leadership on accounts by establishing trust with senior stakeholders and ensuring solution quality end-to-end.
• Collaborating with teams in early project stages to define solution approaches and ensure appropriate scoping and sequencing.
• Designing solutions for complex workstreams and presenting them to client teams.
• Defining architecture principles and standards and communicating justification of design decisions.
• Driving strategy for complex solution design, execution, and deployment.
• Steering infrastructure and architecture direction by identifying gaps and advocating for durable solutions.
• Acting as a delegator, reviewer, and advisor on medium-complexity solutions to raise quality and enable faster progress.
• Proactively anticipating issues and blockers, leading discussions around goals, trade-offs, and constraints, and unblocking delivery teams.
• Facilitating workshops and decision meetings to drive cross-functional teams through change.

Senior RevOps Architect

• 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

• Serve as the lead administrator for Salesforce CPQ, overseeing day-to-day quoting, pricing, approvals, renewals, and amendments.
• Own the configuration of products, SKUs, bundles, price books, discount schedules, and quote templates using a configuration-first approach.
• Act as a key partner to RevOps, Sales, Renewals, Finance, and Product Operations to ensure CPQ processes meet business needs and remain operationally sustainable.
• Triage and resolve CPQ-related issues, including quote errors, pricing discrepancies, and document generation problems.
• Support process dependencies across the Salesforce ecosystem and adjacent platforms like DocuSign, BillingPlatform, NetSuite, and Marketo.
• Act as a client-facing resource by providing end-user guidance and training on quoting workflows and CPQ best practices.
• Maintain clear admin procedures, support runbooks, and configuration records to support platform scale and continuity.

Senior Salesforce CPQ Administrator – Revenue Systems

• Preparing and analyzing client billing requests
• Creating, editing, and submitting bills in accordance with firm and client requirements, reviewing proformas, handling corrections, and coordinating e‑billing
• Ensuring successful delivery of invoices and coordinating with revenue and e‑billing teams to resolve rejections and reductions
• Generating and reviewing proformas from 3E for informational and billing purposes
• Utilizing computerized billing and payable software modules to complete billing processes, research issues, and provide information to customers
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

Revenue Operations Specialist

• Build and scale Revenue Strategy & Operations function
• Drive alignment across Sales, Marketing, Channels to improve customer acquisition, conversion, and retention
• Optimize the full revenue lifecycle; shorten sales cycles, reduce CAC, increase LTV
• Own core RevOps functions like Territory Planning, Pipeline and Forecasting review, Deal Desk
• Partner closely with leadership across regions and functions to ensure GTM teams are aligned for growth

See all jobs on JobTailor

Senior Sales Revenue Operations Analyst

Revenue Operations Manager

RevOps Analyst

RevOps Analyst

Head of Revenue Operations

Revenue Operations Analyst

Senior Manager, Demand Planner, Revenue Operations

RevOps Specialist – Customer Success

RevOps Specialist, Marketing

Revenue Operations Manager

Director of Revenue Enablement

Senior Revenue Operations Analyst

Senior RevOps Architect

Revenue Operations Manager

Applied AI Engineer, Small Market Growth, Revenue Systems

Senior Salesforce CPQ Administrator – Revenue Systems

Revenue Operations Specialist

Revenue Operations Lead