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

• Prepare quotes, financial analyses and proposals
• Serve as the liaison between the Sales and Underwriting teams during the quoting process
• Coordinate provider and pharmacy searches with network and pharmacy benefit management (PBM) partners
• Utilize Salesforce to enter, analyze and report on quoting data
• Collect all necessary materials for review during the quoting and renewal process
• Ensure all necessary materials required during the quoting and renewal process are up-to-date and stored correctly in shared company folders
• Assist with sales research and requests
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Temporary Revenue Operations Analyst

• 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

• 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

• serve as the operational backbone for a defined sales segment
• drive go-to-market readiness and ensure NRR accountability
• lead the intersection of people, process, and systems needed to hit revenue targets
• interface directly with Sales leadership and participate in President-level forecast calls
• own and operationalize the segment GTM strategy
• partner with segment leadership to define annual and in-year GTM motions
• develop and maintain segment-level market sizing and opportunity analysis
• drive alignment between GTM strategy and quota/territory design
• monitor GTM execution effectiveness and recommend course corrections
• manage complex, multi-phase projects with cross-functional workstreams
• prepare and facilitate business reviews, including pipeline reviews and forecast calls
• synthesize operational data into executive-ready narratives and recommendations
• represent the segment in President-level forecast calls and develop a rigorous forecast model

Senior Manager, Global Print Revenue Operations

• Oversee the creation and delivery of enterprise forecasts
• Drive Revenue Operations initiatives focused on process improvement
• Conduct in-depth analysis of existing pipeline processes
• Develop and implement standardized best practices for pipeline management
• Apply data analytics to drive process improvements
• Champion the use of automation, AI tools, and emerging technology to enhance forecasting efficiency
• Serve as the subject matter expert on data quality and forecasting methodology
• Define and track KPIs to measure success of forecasting accuracy
• Partner with Sales leadership to support forecasting cadences and pipeline reviews
• Manage and support forecasting system administration
• Collaborate with various teams to optimize lead management and customer journey processes
• Lead and develop a team of analysts

See all jobs on JobTailor