Revenue Operations Lead

Job description

Accountabilities Own and optimize sales, engagement, customer service, and revenue processes, identifying bottlenecks and implementing practical solutions that improve efficiency and support growth. Lead monthly, quarterly, and annual sales planning, including productivity drivers, staffing models, capacity planning, and alignment with broader business objectives. Develop predictive reporting and dashboards that identify anomalies, pipeline risks, performance bottlenecks, and recommended next actions rather than simply reporting historical results. Design and maintain quota methodologies and variable compensation structures that align incentives with company goals, using AI-assisted analysis to evaluate assumptions and support sound financial planning. Partner closely with sales, marketing, product, technology, and field leadership to align priorities, improve workflows, and strengthen revenue performance across functions. Use AI-assisted analysis to generate market insights, competitive intelligence, forecasts, and performance signals that help leadership identify opportunities and risks earlier. Build and improve marketing operations processes that measure campaign performance, assess return on investment, and inform future go-to-market strategies. Develop documented workflows, processes, and communication standards that improve coordination between field, marketing, and operational teams while reducing friction. Build and maintain AI-powered workflows that reduce cycle times, automate submission routing, surface actionable insights, and minimize manual work across the sales and customer retention lifecycle. Design integrations and automations across platforms such as Salesforce, HubSpot, and Intercom to improve data consistency, reduce manual entry, and keep revenue systems synchronized. Establish controls and monitoring processes that promote appropriate and consistent use of revenue systems, workflows, and technology. Evaluate and deploy AI copilots, predictive models, workflow automation, and other emerging technologies that increase team capacity and eliminate repetitive work. Create and deliver reporting and performance insights that clearly explain the drivers behind revenue results to internal and external stakeholders. Develop playbooks, facilitate enablement sessions, and establish effective practices for adopting new technologies and processes across the go-to-market organization. Requirements Proven experience in revenue operations, sales operations, business operations, go-to-market strategy, or a closely related analytical leadership function. Demonstrated ability to optimize revenue processes, identify operational bottlenecks, and translate business objectives into scalable systems and workflows. Strong experience with sales planning, forecasting, pipeline management, capacity planning, productivity analysis, and performance measurement. Experience designing or managing quota methodologies, incentive structures, or variable compensation programs, with the ability to connect incentives to financial and business objectives. Strong analytical and data-driven mindset, with the ability to turn complex datasets into actionable insights, predictive reporting, and clear recommendations. Experience using AI tools and technologies to automate workflows, accelerate analysis, improve productivity, and enhance go-to-market decision-making. Familiarity with CRM, marketing, customer engagement, and revenue technology platforms such as Salesforce, HubSpot, and Intercom. Ability to design system integrations, automation workflows, data controls, and operational processes that improve consistency and reduce manual intervention. Strong cross-functional collaboration skills, with experience partnering effectively with sales, marketing, product, technology, finance, and executive leadership. Excellent communication skills, with the ability to explain operational and analytical findings clearly to both technical and non-technical stakeholders. Strong project management and organizational skills, with the ability to manage multiple priorities and drive initiatives from strategy through execution. A proactive, entrepreneurial approach and a strong bias toward action, experimentation, continuous improvement, and measurable results. Experience in insurance, SaaS, fintech, or another technology-driven industry is advantageous. Comfort operating in a fast-paced environment where processes, priorities, and technologies continue to evolve. Benefits Opportunity to take ownership of critical revenue operations initiatives within a growing technology and insurance environment. High-impact role with direct exposure to executive and cross-functional leadership. Opportunity to shape how AI, automation, analytics, and emerging technologies are adopted across go-to-market operations. Fully remote working environment. Collaborative and inclusive workplace designed to help employees feel respected, supported, and connected. Opportunities to work alongside experienced leaders across revenue, data, insurance, underwriting, and technology. Equal opportunity employment environment with a commitment to diversity and inclusion. Career growth opportunities through ownership of strategic initiatives and broad cross-functional responsibilities. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Revenue Operations Lead based in the United States. This is a high-impact revenue operations leadership role focused on accelerating growth, improving profitability, and modernizing go-to-market execution. You will own the systems, processes, planning, and analytics that help revenue teams perform at their best. The role combines strategic planning with hands-on process optimization, automation, and AI adoption. You will work closely with sales, marketing, product, technology, and executive stakeholders to identify opportunities and remove operational bottlenecks. A major focus will be transforming reporting into predictive intelligence and using AI to increase team capacity and decision-making speed. You will also shape sales planning, capacity models, incentives, enablement, and revenue workflows. This is an opportunity to play a central role in building scalable revenue infrastructure within a fast-moving technology and insurance environment.