Director of Revenue Operations

Summary

Join PolicyMe, a modernizing insurance company, as the Director of Revenue Operations! You will lead a small team, driving operational excellence across the revenue lifecycle and collaborating with various departments. A key focus is integrating AI tools to enhance customer-facing teams and operations while ensuring data integrity and compliance. You will develop and execute operational strategies, manage tools and processes, and provide data-driven insights. This role requires strong leadership, analytical skills, and experience in revenue operations. PolicyMe offers a remote-first environment, generous PTO, stock options, and professional development opportunities.

Requirements

• 7+ years of experience in revenue operations, sales operations, or a related role, preferably in B2C, B2B2C or Fintech
• Proven experience managing small teams and driving cross-functional initiatives
• Expertise with CRM is essential (we use Hubspot, but Salesforce is fine!)
• Knowledge of privacy and security standards and experience implementing compliance protocols
• Analytical mindset with a proven ability to interpret data and deliver insights
• Effective communicator, skilled at aligning diverse teams to achieve common goals

Responsibilities

• Develop and execute an operations strategy aligned with company objectives
• Collaborate with the product team to operationalize new insurance products and tenant launches
• Lead the evaluation, implementation, and training of AI-driven tools for use in sales, and support functions
• Effectively lead a small team (3-5 members), fostering high performance and growth
• Work cross-functionally with sales, marketing, customer success, engineering, and product teams to align efforts and achieve revenue goals
• Oversee and optimize the use of tools such as HubSpot (CRM), Aircall, Front Inbox, etc
• Own vendor relationships with major tooling vendors and stay apprised of product roadmaps, best practices, etc
• Proactively identify and resolve bottlenecks in processes to improve efficiency, scalability and performance
• Ensure data integrity and consistency across systems
• Build and maintain dashboards in Looker to track and analyze key revenue, performance and operational KPIs
• Provide actionable insights to the Director of Sales and VP of Growth to support forecasting and strategic decision-making
• Own email and SMS communication workflows for customer-facing messages in our CRM
• Support the execution of automation strategies to improve customer engagement and retention with marketing and product
• Establish and enforce privacy and security protocols for systems and tools, ensuring compliance with industry standards and regulations
• Build and maintain permissioning frameworks to manage access for customer-facing employees and protect sensitive data
• Work collaboratively with engineering, and compliance teams to stay ahead of privacy requirements and implement best practices

Preferred Qualifications

Familiarity with AI tools and their application in customer-facing operations

Benefits

• Generous PTO - 20 vacation days
• Access to stock options and a comprehensive benefits plan
• A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
• Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
• Work with an empathetic, high-performing team in a flexible, results-oriented environment