Revenue Systems Sales Operations Lead

Revenue Systems & Sales Operations Lead

Role Overview

As the Revenue Systems & Sales Operations Lead, you will own the strategy, optimization, and evolution of the systems, processes, and insights that support revenue growth across the organization. Operating at the intersection of technology, sales, marketing, and customer success, you will help create a scalable revenue ecosystem that enables teams to work more efficiently, make better decisions, and deliver exceptional customer experiences.

You will lead the ongoing development of our CRM and revenue technology environment while ensuring data integrity, process consistency, and operational effectiveness. In addition, you will partner closely with business leaders to translate strategic priorities into scalable systems, actionable insights, and measurable business outcomes.

Success in this role requires a blend of technical expertise, commercial acumen, strategic thinking, and cross-functional collaboration.

Key Outcomes

• Establish a scalable revenue operations foundation that supports business growth and evolving organizational needs.
• Improve lead management, pipeline visibility, and revenue processes across the customer lifecycle.
• Develop and maintain a modern, effective revenue technology environment that supports sales, marketing, account management, and leadership teams.
• Ensure data integrity, reporting accuracy, and system governance that enable informed decision-making.
• Identify opportunities to increase efficiency, automation, and productivity across revenue-generating functions.
• Foster strong cross-functional alignment among Sales, Marketing, Account Management, Operations, and Leadership.
• Leverage data, insights, and technology to improve operational effectiveness and business performance.
• Champion continuous improvement, innovation, and scalable solutions that support future growth.

Core Responsibilities

• Lead the strategy, governance, and ongoing optimization of the revenue systems and technology ecosystem.
• Evaluate business requirements and translate them into scalable systems, processes, integrations, workflows, and automation solutions.
• Partner with Sales, Marketing, Account Management, Finance, and Executive Leadership to improve revenue operations and business performance.
• Design and implement reporting, dashboards, and workflow solutions that drive efficiency, visibility, and user adoption.
• Establish and maintain data governance standards that promote data quality, consistency, security, and compliance.
• Oversee system integrations, enhancements, and technology initiatives that support business objectives and operational effectiveness.
• Create and maintain analytics and performance reporting that provide actionable insights for business leaders.
• Drive user adoption through training, documentation, change management, and ongoing support strategies.
• Maintain a technology roadmap that aligns revenue systems and processes with organizational goals and future growth.
• Identify opportunities to improve revenue performance through process optimization, automation, and enhanced operational visibility.
• Support lead management, pipeline optimization, forecasting, and other sales operations initiatives that contribute to business growth.

Core Competencies

• Commercial Acumen: You understand how systems, processes, and technology contribute to revenue growth, customer experience, and business performance.
• Strategic Thinking: You connect technology decisions to long-term business objectives and anticipate future organizational needs.
• Financial Acumen & Use of Data: You leverage data, analytics, and performance metrics to guide decisions, measure outcomes, and identify opportunities for improvement.
• Problem Solving & Adaptability: You navigate complexity, identify root causes, and implement scalable solutions in a dynamic environment.
• Communication & Collaboration: You translate technical concepts into practical business outcomes and build strong partnerships across stakeholder groups.
• Execution & Accountability: You take ownership of initiatives from concept through implementation and consistently deliver meaningful results.
• Client & Stakeholder Effectiveness: You build credibility and trust by understanding stakeholder needs and delivering solutions that create value.
• Driving Performance: You establish processes, measures, and accountability that improve operational effectiveness and business outcomes.

Profile of Success

You are energized by solving complex business challenges through a combination of technology, process improvement, and strategic thinking. You enjoy connecting business needs with technical solutions and are motivated by creating systems that help people and organizations perform at their best.

• You bring experience in sales operations, revenue operations, CRM strategy, business systems, business technology, or a related field.
• You have successfully led CRM implementations, system optimization initiatives, technology enhancements, or process improvement efforts.
• You understand how sales, marketing, account management, and customer lifecycle processes work together to drive growth and operational success.
• You are skilled at designing scalable workflows, automation solutions, system integrations, and reporting frameworks.
• You have a strong understanding of data governance, system administration, and operational best practices.
• You are comfortable partnering with both technical and non-technical stakeholders and translating business requirements into practical solutions.
• You use data and analytics to inform decisions, prioritize opportunities, and measure success.
• You have gained your expertise through professional experience, formal education, certifications, or a combination of all three.
• You are naturally curious, proactive, and committed to continuous learning and innovation.

Work Environment

You will thrive in this role if you enjoy improving systems, streamlining processes, and creating solutions that have a measurable impact across an organization.

This role offers the opportunity to work closely with leaders across Sales, Marketing, Account Management, Finance, and Operations to drive meaningful business outcomes. You'll balance strategic planning with hands-on problem solving and play a key role in shaping how technology, data, and processes enable growth.

To be successful, you should be comfortable navigating both technical and business conversations, managing multiple priorities, and adapting to evolving organizational needs.

If you need Accommodations, please reach out to the People Operations Department.