Director of Revenue Operations

Summary

Join Flex, a fully remote company building a finance super app for business owners, as the Director of Revenue Operations and build and manage processes, systems, and data across the customer-buying journey.

Requirements

• At least 5 years building Salesforce architecture/processes
• At least 2 years in manager/director level role at a Fintech
• Focus on data architecture cleanliness, attention to detail
• Ability to work collaboratively and take initiative

Responsibilities

• Manage GTM tool stack, which includes the CRM, marketing automation, contact enrichment, sales engagement, etc
• Partner with leaders in Sales, Underwriting, Operations, Data Engineering, and Marketing to implement requirements from newly developed or refined processes and strategies in the CRM and the general GTM stack
• Spearhead core operational processes, such as revenue pipeline forecasting, customer segmentation, commission calculations; and marketing, sales, and customer-success funnel optimization
• Collaborate to build GTM models for revenue targets, headcount, and capacity
• Support the quarterly and annual planning process across the GTM functions
• Contribute and partake in enabling GTM stakeholders with processes and technology
• Ensure seamless data flow and strong data governance across all GTM systems
• Develop OKRs, KPIs, and metrics for the different GTM functional areas in partnership with function leaders
• Generate and maintain datasets, reports, dashboards, and general data/analytical visualizations
• Conduct regular cadence and ad-hoc analysis of performance, productivity, and efficiency at the GTM functional level, then segment/team level, and down to the rep level