Head of Revenue Operations

Posted 1 day agoViewed

💎 Seniority level: Manager, 7+ years

📍 Location: United States

🔍 Industry: SaaS

🏢 Company: Forma👥 101-250💰 $40,000,000 Series B about 3 years agoEmployee Benefits Enterprise Software Wellness Health Care

⏳ Experience: 7+ years

🪄 Skills: LeadershipSQLData AnalysisPeople ManagementSalesforceBusiness OperationsProblem SolvingExcellent communication skillsSales experienceStrategic thinkingProcess improvementCRMFinancial analysisData modelingData analyticsChange Management

Requirements:

7+ years of experience in Enterprise SaaS RevOps
3+ years of people management experience
Experienced with sales and marketing functions in high-growth startups, and in teaming effectively with multiple revenue functions
Proficient across the Salesforce, forecasting tools, workflow infrastructure

Responsibilities:

Oversee and contribute to Enablement function — creating, delivering, and enforcing enablement programs for new initiatives
Support day-to-day operations of the sales org, responding to questions and triaging/prioritizing ad-hoc requests
Empower leaders, teams, and reps to self-serve into solutions
Partner with GTM leadership team to identify and launch net-new strategic initiatives each quarter in areas such as: territory quality, partnerships strategy, pipeline quality, customer journey evolution
Own and evolve the RevOps initiative roadmap — committing to execution on high-impact projects that move the needle on revenue growth
Owner of forecasting accuracy and operational rhythm
End-to-end owner GTM planning process across target setting, coverage model, team design, quota modeling and incentive plans, etc.
Accountable for quality and scalability of Salesforce data architecture and revenue reporting
Own monthly/quarterly commissions administration for our Sales team
Identify systems opportunities, propose new processes and capabilities
Support Deal Desk team in day-to-day operations, with a focus on increasing efficiency through standardization and automation
Ideate and evaluate hypotheses for improving outcomes across our revenue funnel
Continually demystify our prospect to customer journey — turning data-based insights into actionable learnings

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🔧 Requirements

5+ years in RevOps, Sales Ops, or a related role, ideally in a high-growth, fast-moving startup.
Strong HubSpot CRM knowledge—from setup and automation to reporting and integrations.
Experience designing and managing compensation models for Sales and CS teams.
Deep understanding of revenue operations within a digital marketing services or SaaS company (preferred).
Marketing Ops experience—understanding lead attribution, campaign tracking, and performance reporting.
Strong analytical skills—you love digging into numbers to drive strategy.
A player/coach mindset—you're comfortable both setting strategy and executing tactically.
Clear, concise communication and a highly cross-functional approach.

💡 Responsibilities

Revenue Strategy & Alignment – Align Sales, Marketing, and CS teams to maximize revenue and customer retention.
Marketing Operations Oversight – Ensure lead attribution, pipeline visibility, and campaign reporting are accurate and drive real business outcomes.
Data & Analytics – Own forecasting, pipeline reporting, and revenue insights to drive decision-making.
Compensation & Incentives – Design and optimize commission and bonus plans across Sales and CS.
CRM & Tech Stack Management – Own HubSpot CRM strategy and ensure seamless integration across GTM teams.
Process Optimization – Streamline lead handoffs, deal flow, and account transitions for a frictionless customer experience.
Player/Coach Execution – Operate at both strategic and tactical levels—jumping in to troubleshoot CRM issues, analyze performance data, or fine-tune workflows as needed.
Cross-Functional Leadership – Partner with leadership to drive revenue growth and scalability.

Data AnalysisSalesforceData visualizationLead GenerationCRMData analytics

Posted 21 days ago

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