Revenue Operations

• Own Tableau’s global revenue performance across new business, expansion, and renewals
• Define and execute a multi-year commercial strategy
• Drive Tableau’s unified global specialist sales motion
• Serve as the executive sponsor for Tableau’s largest customers globally
• Partner closely with Tableau Product leadership

EVP, Chief Revenue Officer

• Build and maintain dashboards and reports across the sales funnel (MQL → SQL → Opportunity → Closed Won)
• Diagnose and solve revenue challenges using data—understand why conversion drops at specific stages, how compensation changes impact velocity, what drives forecast misses
• Proactively surface revenue insights (not just respond to asks) "Here's a pipeline coverage problem emerging and here's how to fix it"
• Deliver monthly revenue insights and strategic recommendations to Sales, Marketing, and Success leadership
• Own the forecasting workflow end-to-end: design the process, support monthly forecasting cycles, conduct variance analysis (forecast vs. actuals)
• Identify why forecasts miss and recommend improvements to increase accuracy (90%+ target)
• Support board reporting and executive-level forecasting conversations
• Audit CRM regularly to identify data quality issues and gaps
• Document data standards and best practices; train Sales and Marketing teams on proper CRM usage
• Build HubSpot workflows and automation to prevent bad data from entering the system
• Drive adoption of data hygiene practices cross-functionally
• Document and standardize sales processes (qualification criteria, pipeline stages, deal progression)
• Identify inefficiencies in the revenue lifecycle and recommend improvements
• Track compensation model impact on sales performance and outcomes
• Own HubSpot configuration and optimization (custom properties, lifecycle stages, workflows, automation, integrations)
• Partner with leadership on systems improvements and tooling decisions

RevOps Analyst

• 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

• Accountability to optimize and grow yield
• Implements technology solutions to reduce waste, improve yield, improve controls
• Develops and implements strategic planning initiatives that maximize yield and growth potential
• Establishes short and long-term goals for teams based on key performance metrics
• Oversees processes to ensure effective optimization of revenue cycle design, and identify improvements and enhancements
• Identifies areas of improvement and create plans to resolve when performance does not meet stated goals
• Leads cross-functional workgroups and develops strong partnerships
• Ability to break down complex problems into digestible pieces and develop a robust approach to solve
• Develops and understands the associated systems and support departments that directly impact revenue cycle operations
• Drives the strategic process on internal projects within the team as well as other critical business units
• Maintains a current and thorough knowledge of related healthcare revenue operations issues and trends
• Responsible for synthesizing numerous sources of data and critical analysis and translating into specific actions
• Prepares and communicate insights, key milestones, recommendations, and summaries from analysis to executive leaders
• Prepares executive-level presentations to share with leadership

Director, Revenue Operations – ROPS

• 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

• Support the team in maintaining and operationalizing Genesys Revenue and Accounting policies in compliance with ASC 606 and US GAAP requirements, including translating policy into practical guidance and identifying areas for enhancement.
• Translate changes in accounting standards, interpretations, and business practices into updated policies and practical operating procedures.
• Evaluate new products, business models, and contract structures, then translate accounting conclusions into clear, operational guidance for downstream teams.
• Develop and maintain process documentation for all accounting memorandums, ensuring documentation is audit-ready and aligned with company policy.
• Coordinate with our external auditors for the quarterly reviews and year-end audits, including discussing technical revenue accounting issues.
• Strengthen month-end and quarter-end close activities by supporting financial reporting for complex deals and ensuring accounting outcomes are complete and well-documented.
• Partner with Deal Desk, Sales, Product, Legal, and Finance to assess revenue implications of complex transactions and support timely deal execution.
• Perform reviews of detailed technical accounting analysis on complex and financially significant arrangements and calculate and determine appropriate revenue recognition under ASC 606.
• Review contract assessments, revenue calculations, and memos prepared by junior team members to ensure accuracy, consistency, and adherence to policy.
• Provide ongoing feedback and guidance to improve the quality and efficiency of team deliverables.
• Identify and implement opportunities to leverage AI and automation to improve consistency, efficiency, and scalability across revenue accounting processes.
• Drive adoption of AI-enabled tools for contract analysis, memo drafting, and deal review support across the team.
• Remain flexible and responsive to evolving priorities, taking on additional responsibilities as business needs change.

Revenue Manager – Technical Accounting

• Lead and scale a globally distributed Revenue Operations function (U.S. and India), aligning sales, marketing, and customer success around shared processes, KPIs, and performance outcomes.
• Partner with executive leadership to drive go-to-market strategy, optimizing sales, marketing, and partner performance to maximize revenue growth and operational efficiency.
• Own the end-to-end revenue operating model, including KPI design, forecasting, pipeline management, and executive reporting for weekly, quarterly, and board-level insights.
• Own and evolve the go-to-market tech stack (CRM, marketing automation, data infrastructure), ensuring scalability, integration, and a single source of truth across the revenue lifecycle.
• Lead sales planning, including territory design, quota setting, budget management, capacity modeling, and incentive compensation structures aligned to revenue goals.
• Drive pipeline health, coverage models, and forecasting accuracy through rigorous inspection frameworks and scenario planning, improving revenue predictability.

Director of Revenue Operations

• Diagnose bottlenecks and inefficiencies across the full revenue funnel (New Business, Account Management, and Customer Success) and build automated or AI-augmented solutions to address functional gaps.
• Partner with Revenue, Marketing, Customer Success, Finance, and other teams to independently scope and build processes, automations, and AI-augmented workflows that meet cross-functional goals
• Ensure CRM data is accurate, up-to-date, and used to its fullest potential to support customer journey management, drive sales, and enable AI integrations
• Enhance and maintain deal automation in HubSpot, including approval workflows, pricing/discount logic, and contract/renewal infrastructure, to reduce sales cycle friction and improve data integrity
• Build standardized reports and dashboards in HubSpot and Google Sheets to track key performance metrics, support sales forecasting and quota-setting cycles, and surface actionable insights for the revenue team
• Keep abreast of AI and GTM tool updates and develop ideas on how our tools should evolve to meet stakeholder and customer needs
• By the end of your first 6 months, you'll have: Independently scoped and shipped 3–5 cross-functional Rev Ops projects end-to-end, Become a trusted owner of at least one Rev Ops domain — partners in Revenue, Marketing, or CS come to you directly rather than escalating to your manager, Built and deployed at least one AI-augmented workflow or agentic automation that's now depended on by our Revenue team, Autonomously defined the majority of tasks on your monthly OKRs

Revenue Operations Lead

• 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.

• Review incoming deals for pricing accuracy, margin thresholds, and discount compliance
• Serve as the first checkpoint between Sales and Finance on non-standard deal terms
• Manage the deal approval workflow — routing requests, tracking status, and keeping deals from stalling
• Build and maintain dashboards that give sales leadership and executives real-time visibility into pipeline health
• Collaborate with Sales, Finance, and Engineering to gather inputs needed for accurate pricing
• Design reports and dashboards and perform ad-hoc analysis as needed

See all jobs on JobTailor

EVP, Chief Revenue Officer

RevOps Analyst

Head of Revenue Operations

Director, Revenue Operations – ROPS

Revenue Operations Analyst

Revenue Operations Manager

RevOps Administrator

Director of Revenue Enablement

Revenue Manager – Technical Accounting

Director of Revenue Operations

Revenue Operations Lead

Revenue Operations Manager

Revenue Operations Analyst