Director, RevTech

Summary

Join PandaDoc as the Director of Revenue Technology and oversee the strategy, implementation, and optimization of the technology stack supporting Sales, Marketing, and Customer Success. You will collaborate cross-functionally to scale infrastructure, streamline processes, and improve GTM team performance. This leadership role drives sustainable revenue growth by empowering teams to make informed decisions and deliver exceptional customer experiences. Responsibilities include defining and executing a scalable revenue technology strategy, owning the revenue tech stack, identifying technology gaps, and leading implementation of new tools. You will also build and lead a high-performing Revenue Technology team and manage vendor relationships. The ideal candidate possesses 7+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations with a focus on technology and proven expertise in managing and optimizing revenue technology stacks.

Requirements

• 7+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations with a focus on technology
• Proven track record of managing and optimizing revenue technology stacks, including Salesforce, Marketo, HubSpot, Gainsight, or similar platforms
• Deep expertise in CRM systems (e.g., Salesforce) and integration platforms (e.g., Mulesoft, Zapier)
• Strong understanding of data architecture, governance, and reporting
• Proficiency with analytics tools (e.g., Tableau, Looker, Power BI)
• Familiarity with automation tools and APIs for process optimization
• Exceptional leadership and team management skills
• Strategic thinker with the ability to translate business needs into technology solutions
• Excellent communication and collaboration skills with both technical and non-technical audiences
• Results-oriented and comfortable working in a fast-paced, dynamic environment

Responsibilities

• Define and execute a scalable revenue technology strategy to support company growth goals
• Own the revenue tech stack, including CRM (e.g., Salesforce), marketing automation, customer success tools, and analytics platforms
• Identify technology gaps and opportunities to enhance GTM team performance and efficiency
• Partner with stakeholders to ensure technology investments align with strategic business objectives
• Lead the implementation of new tools and integrations across the revenue technology ecosystem
• Ensure seamless integration of tools and data across Sales, Marketing, and Customer Success platforms
• Continuously evaluate and optimize the performance and usability of existing systems
• Implement automation solutions to eliminate manual tasks and improve process efficiency
• Establish and maintain data governance best practices to ensure data accuracy, consistency, and compliance
• Oversee the design and maintenance of dashboards, reports, and analytics to provide actionable insights for revenue teams
• Enable advanced analytics capabilities, such as pipeline health, forecasting, and churn analysis
• Build and lead a high-performing Revenue Technology team, including system administrators, analysts, and engineers
• Collaborate closely with Sales, Marketing, and Customer Success leaders to align tools and processes with business needs
• Act as the primary liaison between GTM teams and technical resources to manage system requirements and priorities
• Partner with the Revenue Operations team to streamline workflows and improve scalability across the customer lifecycle
• Drive the development of playbooks and processes that enable consistent execution across GTM teams
• Lead initiatives to improve data flow, reporting, and system usability
• Manage vendor relationships and negotiate contracts for technology solutions
• Ensure optimal utilization and ROI of all revenue technology investments

Preferred Qualifications

Experience in scaling technology for high-growth SaaS or subscription-based businesses is a strong plus

Benefits

• Employees may be able to purchase company stock (or receive annual bonuses)
• Employees (and their families) may enroll in the company's medical, dental, vision, short & long-term disability, life insurance, FSA and 401k plans
• Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 10 company-paid holidays off per year
• The annual base salary range for this position is $170,000 - $205,000 USD
• This position is also eligible for a bonus in accordance with the relevant plan documents. The annual bonus opportunity is up to $42,000 Variable USD