Pathward is hiring a
VP, Revenue Operations

Summary

The job is for a Sales Operations Lead at Pathward, a financial empowerment company. The role involves aligning sales, marketing, and customer support processes, managing teams, optimizing go-to-market strategies, and implementing robust forecasting processes. A Bachelor's degree or equivalent education and work experience is required, with a Master’s degree preferred. The salary range is $145,796.47 – $240,564.18, and the role is eligible for an annual performance-based incentive. The company offers a comprehensive benefits package.

Requirements

• Bachelor's degree or equivalent education and work experience required
• Typically, 12+ years of related experience
• 10+ years’ experience in Strategy and Revenue Operations roles; proven experience unlocking growth and productivity improvements with Sales, Customer Success, Revenue Support and/or Partnerships teams highly preferred
• 10+ years of experience managing and coaching employees
• Technologies: Fluent in Salesforce, Finastra (or other financial analysis/lending systems), ThoughtSpot, Power BI, Microsoft Office, and/or comparable project management suite

Responsibilities

• Owns sales process, including responsibility for continually analyzing the pipeline and utilizing metrics, sales and client feedback, and proactively recommending process changes to increase closure rate and decrease sales cycle time
• Manages and optimizes a go-to-market strategy and growth programs alongside the Division President, Lending Revenue Officer, to best position and deploy resources for revenue growth
• Implements and manages robust sales and marketing forecasting processes, establishing a high degree of quality, accuracy and process consistency
• Finds new market opportunities that include new product offerings and adjacent markets, including research, financial modeling and identifying the enterprise resources needed to successfully exploit the identified opportunities
• Runs deal review meetings with involvement of the sales and the cross-functional support teams
• Serves as business owner of the customer platform (Salesforce) and other data-related systems with responsibility for finding and implementing metric driven improvements
• Responsible for tracking of the quarterly and annual partner and client health process and Net Promoter Score (NPS) program
• Applies an analyst and solution consultant mindset, i.e. knows why the numbers are important, recommends how to improve them, and enables the platform directly through reporting or indirectly by bringing the right resources to manipulate the tech solution
• Works closely with Marketing and other internal teams to develop, deploy, and continually refine the sales tools and collateral needed by the Lending Revenue team
• Responsible for tracking of the quarterly and annual sales forecasting process
• Owns sales compensation plans
• Actively participates in quarterly and annual planning

Preferred Qualifications

Master’s degree preferred

Benefits

• Salary range: $145,796.47 – $240,564.18
• The role is eligible for an annual performance-based incentive opportunity
• Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more