- Own the forecasting process and establish a repeatable pipeline-to-forecast methodology.
- Lead and improve the end-to-end revenue operating model across Marketing, Sales, Client Success, and Finance.
- Translate revenue data into insights on forecasting, pipeline health, customer acquisition and retention, and leadership decision making.
- Manage and develop the Revenue Operations Specialist while building a scalable RevOps function.
- Establish governance for SaaS metrics, reporting standards, and data quality.
- Partner with Business Intelligence and Finance to guide dashboards and self-service reporting.
- Partner with Client Success, Product, and Finance to operationalize an Early Warning System for customer health and retention.
- Lead CRM selection, implementation, and optimization, including requirements gathering, vendor evaluation, configuration, testing, training, and change management.
- Develop documentation for revenue data hygiene, field usage, data quality, reporting logic, and shared definitions.
- Design and improve revenue processes across lead and opportunity management, quoting, renewals, and customer handoffs.
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