Revenue Operations

• 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

• 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

• 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.

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Revenue Operations Manager

RevOps Administrator

Director of Revenue Enablement

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