Director of Revenue Operations

This is a fully remote position, open to applicants in California.

📋 Description

• Take charge of the daily administration, configuration, maintenance, and optimization of Sundae's revenue technology ecosystem.

• Oversee Salesforce environments through LeftMain, including configurations, integrations, deployments, and support.

• Assist in the technical onboarding of new market operators, which includes setting up Salesforce organizations, deploying packages, validating integrations, and conducting testing.

• Maintain integrations among Salesforce, Rill, Zapier, smrtPhone, Twilio, and additional platforms.

• Diagnose system issues, determine root causes, and implement long-term solutions.

• Utilize Codex and other AI-assisted development tools to configure, deploy, audit, and sustain technology solutions.

• Develop and maintain automated workflows for lead distribution, notifications, customer communications, and operational processes.

• Manage Zapier workflows for incoming leads from website forms, Google Ads, text messages, and phone calls.

• Ensure accurate lead routing in accordance with geographic territories and business rules.

• Configure Salesforce organizations, establish Rill connections, standardize configurations, create data models, automate sales cadences, and set up DocuSign templates.

• Provide technical support and make configuration changes for existing market operators.

• Administer and maintain Rill data infrastructure, including raw data sources, staging models, and marketing attribution models.

• Oversee data integrations related to Google Ads, Salesforce, smrtPhone, First American data, and historical marketing lists.

• Identify and resolve data quality, integration, and reporting challenges.

• Manage smrtPhone accounts, inbound call routing, team assignments, backup routing, and territory-specific call flows.

• Maintain Twilio routing solutions and support corporate SMS initiatives.

• Administer Google Workspace, manage Slack access, oversee 1Password authentication workflows, DocuSign, YourVoice AI, and Sundae's website as needed.

• Ensure proper access controls, documentation, and system administration practices are in place.

• Create documentation, automate to reduce manual tasks, coordinate with vendors and stakeholders, prioritize technical requests, and suggest scalable technology enhancements.

⛳️ Requirements

• Proven experience in administering and integrating various business technology platforms, ideally in a revenue operations, sales operations, marketing operations, or business systems setting.

• Strong knowledge of Salesforce administration, configuration, and CRM workflows.

• Experience in building and maintaining automations using Zapier or similar integration platforms.

• Familiarity with APIs, system integrations, data flows, and technical troubleshooting.

• Capability to work with data infrastructure, data models, and reporting systems.

• Experience in managing business communication platforms, including telephony, SMS, or call-routing systems.

• Knowledge of AI-assisted development tools and proficiency in using them for technical configuration, automation, and troubleshooting.

• Excellent documentation, analytical, organizational, and problem-solving skills.

• Ability to independently execute technical tasks and juggle multiple priorities with minimal supervision.

• Preferred: Experience with Rill, smrtPhone, Twilio, DocuSign, and Google Workspace administration.

• Preferred: Familiarity with Codex or similar AI-assisted coding tools.

• Preferred: Understanding of SQL, scripting, or other technical methodologies for managing data and integrations.

• Preferred: Experience supporting multiple Salesforce organizations or multi-territory business operations.

• Preferred: Knowledge of digital marketing attribution, lead generation systems, and CRM-based sales cadences.

• Preferred: Background in real estate, franchising, distributed sales organizations, or startup environments.

🏝️ Benefits

• Eligibility for performance-based bonus compensation.