Revenue Operations

• Partner with Sales, Marketing, Customer Success, and Finance to support alignment across the revenue lifecycle
• Support alignment of workflows, KPIs, and operational processes across teams
• Identify and resolve process gaps across the lead‑to‑cash lifecycle
• Support and coordinate forecasting cadence, pipeline tracking, and reporting accuracy
• Maintain pipeline hygiene standards and tracking discipline
• Support reporting needs for leadership, including QBRs and performance tracking
• Identify trends and opportunities to improve pipeline visibility and conversion
• Administer and optimize CRM and revenue tech stack (Salesforce or equivalent)
• Support implementation of automation to improve reporting, workflows, and data integrity
• Ensure accuracy, consistency, and usability of data across systems
• Reduce manual processes through workflow improvements and automation
• Document and improve sales and customer lifecycle processes
• Support standardization of onboarding, billing, and contract workflows
• Maintain process documentation and identify opportunities to improve efficiency
• Lead execution of key RevOps initiatives (system improvements, process changes, automation rollout)
• Partner with Finance on pipeline reporting and forecasting support
• Collaborate with Product, PMO, and GTM teams to improve operational effectiveness

Senior Revenue Operations Manager

• Own the revenue operating rhythm: build and maintain ELT materials, run bi-weekly pipeline reviews, and produce weekly revenue reports with week-over-week trend analysis
• Manage Salesforce as the source of truth: build reports and dashboards, track pipeline velocity, and flag stalled accounts, slipping close dates, and declining activity before they become surprises
• Translate data into insights: create analysis using our structured data and synthesize reporting into a clear narrative and recommendation for the CRO and sales leadership
• Own the full sales cadence: preview decks before major calls, keep teams accountable to update materials on time, and ensure the revenue org runs without gaps
• Lead go-to-market research on a monthly/quarterly basis: conduct TAM analysis for new market motions, segment prospects, and map who's already been contacted against new ideal customer profiles
• Build client dossiers ahead of strategic meetings: structured research packets on key accounts (especially publicly traded carriers) to support sales leaders in high-impact interactions
• Iterate on pricing models with Finance: develop a rigorous framework for annuities and life insurance pricing, including benchmarking against market data
• Build a consolidated forecast view: combine pipeline data, inputs from our TPA Services team, and any other reporting sources into a single coherent picture with a human-readable summary
• Automate the recurring work: identify activities and workflows that can be automated and implement scalable automations to drive efficiency

Revenue Operations Manager

• Collaborate with Asset Management and Property Management teams to ensure alignment of pricing strategies and objectives.
• Conduct regular reviews regarding pricing changes, renewal rates, and proposed adjustments.
• Monitor and report on pricing performance, providing insights and recommendations.
• Analyze market trends, competitor pricing, and customer demand to inform pricing decisions.
• Manage Competitor Review calls and competitor environment in LRO.
• Maintain accurate competitor data to support revenue decisions.
• Review new lease and renewal parameters, amenity values, lease terms, and rent optimization settings.
• Audit and manage amenities based on supply and demand trends.
• Track pricing overrides and lease compliance to monitor adoption behavior.

Revenue Manager – Multifamily Asset Management

• Partnering cross functionally to optimize and maintain account hierarchies and segmentation
• Ensure customer structures accurately reflect how teams sell, expand, and renew
• Maintain and continuously improve account assignments and hierarchies in Salesforce
• Translate customer data into clear, actionable selling units
• Ensure full visibility into the customer install base at the hierarchy level
• Execute and maintain account segmentation frameworks aligned to the GTM strategy
• Enable hierarchies support accurate ARR and bookings rollups
• Partner with systems teams to operationalize improvements

Specialist, Revenue Operations – Account Hierarchy & GTM Strategy

• Own the full revenue operations function: systems, data, process, and planning
• Serve as the strategic owner of HubSpot CRM (Sales Hub, Marketing Hub, Service Hub, Operations Hub): architecture, workflows, lead scoring, custom objects, sequences, and reporting
• Own the annual and quarterly planning process: territory design, quota setting, capacity modelling, and compensation plan administration
• Build and maintain revenue forecasting models and provide data-driven insights to the CRO and executive team
• Design and enforce standardised lead-to-cash processes across the full customer lifecycle — lead routing, pipeline stages, deal progression, handoffs, and renewal workflows
• Own marketing operations infrastructure: lead scoring, MQL/SQL definitions, campaign attribution, and the contact-to-campaign-to-deal model that connects marketing activity to pipeline
• Own AI orchestration and automation strategy: determine which workflows to automate, validate AI outputs for accuracy, and manage the human-machine boundary across the revenue stack
• Drive data hygiene, governance, and enrichment so that reporting is trustworthy and decision-making is grounded in clean data
• Present data-backed insights and action-oriented advice to the Executive Leadership Team

Director of 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

• Lead due-diligence review for all new providers entering the sales pipeline
• Licensing / Credential Verification and Documentation Collection
• Make sure providers actually are providers (wild, right?)
• Check state licenses, board certifications, and disciplinary actions
• Gather and validate required documents: You know the drill
• Investigate malpractice claims, litigation, sanctions, and any “uh-oh” items
• Review state and federal databases to ensure we avoid risky partnerships
• Confirm legal business names, DBAs, entity structure, and ownership
• Ensure the provider looks like a legitimate practice (website, hours, NPI)
• Confirm the provider offers services that make sense for OUR approved patient financing verticals
• Assist in setting up and provisioning provider accounts after due diligence approval
• Work closely with Sales, Legal & Compliance, Customer Success
• Streamline due diligence and recommend smart upgrades and automation
• Document SOPs

Revenue Operations – Provider Due Diligence Specialist

• The Revenue Operations Manager owns the systems, data, and processes that connect Sales, Marketing, Customer Success, and Finance.
• Build the RevOps roadmap and run the initiatives that move strategy forward, from OKR design to investment recommendations.
• Own revenue forecasting across new business, renewals, and expansion. Leadership should never wonder whether the pipeline is real.
• Build the models behind unit economics, LTV:CAC, payback periods, and the ROI of every GTM bet we make.
• Track ARR, MRR, churn, net revenue retention (NRR), and expansion revenue.
• Surface trends and anomalies before anyone asks.
• Build the customer health scoring framework that flags risk and expansion opportunities early.
• Define and track the onboarding metrics that matter: time-to-value, completion rates, early adoption signals.
• Run the renewal operations calendar. CS shouldn't have to wonder who's at risk or what to do about it.
• Own the HubSpot instance: pipeline configuration, custom properties, workflow automation, data governance.
• Manage the integrations to SaaSgrid, ZoomInfo, BI tools, and finance systems so we operate on one source of truth.
• Keep refining the instance to cut rep friction, raise data quality, and reflect how customers actually move through the journey.

RevOps Manager

• Translate GTM Strategy into repeatable frameworks and scalable training programs.
• Develop and execute programs that equip enterprise sales teams for effective deal cycles.
• Directly develop core enablement deliverables and create actionable field assets.
• Drive continuous training and adoption of our established MEDDICC sales framework.
• Leverage conversational intelligence to identify skill gaps and optimize performance.
• Own the delivery of global training cycles and structured readiness initiatives.
• Track KPIs to measure program engagement and optimize content.

Senior Revenue Enablement Program Manager

• Own SSC's full RevOps function
• Build the AI-native systems that reinvent RevOps operations
• Build alerting and accountability systems in Salesforce
• Optimize territory assignment based on attainment
• Architect and deploy agentic GTM workflows
• Own and drive the Salesforce Agentforce implementation roadmap
• Build AI-powered lead scoring and routing
• Own the revenue forecast methodology
• Own the architecture, data flows, and SDLC of SSC's revenue technology ecosystem

VP, Revenue Operations – GTM Engineer

• Partner directly with a VP of sales, sales management and front line teams
• Run the core operating rhythms of the business
• Turn data into insight and action
• Support annual and long-range strategic planning activities
• Champion change initiatives
• Partner with Global Enablement and Rev Process teams

Staff Revenue Operations Business Partner

• 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

• The Revenue Operations Manager will unify and optimize operations across Sales, Professional Services, Customer Success and Marketing teams.
• You will design the processes, own the systems, and provide strategic insights that drive predictable revenue growth and organizational alignment.
• You will own the complete go-to-market operations framework, from lead generation to customer acquisition and through to customer retention and expansion.
• You will lead the development of comprehensive revenue analytics, unified reporting systems, and strategic planning processes that enable data-driven decision making across all revenue-generating functions.
• You will report to the Head of Finance and partner closely with Sales, Customer Success, Professional Services, Marketing and the CEO.
• Establish stage definitions and enforce hygiene standards to inform short and long term forecasting efforts.
• Build the territory model to ensure comprehensive coverage.
• Own the GTM systems - Fathom, Hubspot, Teamwork, Pursuit.
• Design and administer compensation plans across new logo, expansion, implementation and renewals.
• Forecast PS demand off the sales pipeline, allocate consultants and project managers across active engagements, track utilization, recoverability, and bench time.
• Standardize SOWs, scope-of-work pricing, and change-order processes.
• Build comprehensive end-to-end analytics and dashboards to analyze performance across the entire funnel.
• Inform pricing decisions with hard data on win rates, deal size, and competitive context.
• Own the integration story across CRM, marketing, PS tooling, and BI.
• Partner with Finance on annual planning, scenario modeling, and the metrics that go to the board and to investors.

• Own the infrastructure of Revenue Operations
• Manage a Salesforce instance with clean data and documented processes
• Lead revenue forecasting cadence with Sales leadership
• Partner with Finance on annual planning
• Define and maintain rules of engagement between Sales, CS, and Marketing
• Manage RevOps vendor relationships and budget
• Develop quota models and territory designs for Finance and Sales
• Establish a RevOps function that is documented, scalable, and resilient to personnel changes

Director of RevOps

• Lead and coordinate strategic initiatives aligned with business plan (e.g. Growth levers, ICP operationalization)
• Define, maintain, and analyze commercial metrics across lifecycle stages; ensure single source of truth for leadership insights and derive action plans
• Partner with VP RevOps, CFO and Business Leaders to define and operationalize annual revenue model, ensuring target alignment
• Plan and execute AI initiatives aligned to Company and GTM strategy across RevOps Pillars, coordinating with internal / external resources
• Represent RevOps in CRO forums, ensuring clear communication of priorities, KPIs, and progress to support and unblock org
• Ensure cross-pillar coordination across Technology, Process, Execution, and Strategy through OKRs and leadership cadence

Senior RevOps 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

• Build, maintain, and enhance Salesforce and Power BI dashboards supporting pipeline health, forecasting, quota attainment, productivity, conversion metrics, and account activity.
• Own core Sales Operations and Revenue Operations reporting, including pipeline coverage, stage conversion, forecast accuracy, rep performance, and revenue trend analysis.
• Monitor and enforce pipeline integrity, stage hygiene, and forecast discipline; partner with Sales leadership to improve data quality, compliance, and forecasting rigor.
• Support end-to-end sales compensation processes, including quota loading, incentive calculations, attainment validation, and reporting for monthly and quarterly close cycles.
• Partner with Sales and Revenue leadership on territory design, account assignment, coverage models, and ongoing adjustments to optimize capacity and growth.
• Analyze sales and revenue performance across segments, regions, products, and channels to identify trends, risks, and opportunities for improvement.
• Own recurring operational cadences such as weekly forecasts, pipeline reviews, rep productivity reporting, and executive-level revenue summaries.
• Collaborate cross-functionally with Sales, Finance, and Operations to diagnose process gaps across the lead-to-opportunity and opportunity-to-close lifecycle, recommending scalable improvements.
• Maintain CRM governance, including field definitions, workflows, validation rules, documentation, and ongoing data quality management.
• Conduct ad hoc analysis and modeling to support headcount planning, capacity analysis, productivity targets, incentive design changes, and other strategic Sales and Revenue Operations initiatives.

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