Director, Revenue Operations

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

📋 Description

• Design and manage the entire GTM technology stack, which includes Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer that connects these tools.

• Develop and uphold integrations, data flows, and workflow automations aimed at minimizing manual tasks and bridging gaps between systems.

• Assess, pilot, and implement new tools, including AI-native products, as the technology stack evolves.

• Manage routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration through ChiliPiper and/or Qualified.

• Create LLM-assisted workflows that enhance representative capacity, incorporating automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts.

• Utilize prompt engineering to design repeatable AI workflows that are practical for sales, operations, and customer success teams.

• Remain updated on AI tools (such as Gong AI, Salesforce Einstein, etc.) and assess their relevance to the tech stack.

• Develop scalable approval workflows and deal playbooks in DealHub that balance efficiency with risk management.

• Oversee and maintain the pricing model, discount schedules, and packaging tiers, ensuring consistency across the team through effective governance.

• Analyze win/loss data and competitive dynamics to shape pricing strategy in collaboration with leadership.

• Ensure the integrity of Salesforce by maintaining data standards, hygiene, object model, and governance.

• Create reports and dashboards that highlight pipeline health, deal velocity, and revenue trends.

• Collaborate with leadership to address gaps in the data model and enhance attribution visibility.

• Automate manual data workflows to minimize errors and increase representative capacity.

⛳️ Requirements

• 4-8 years of experience in Revenue Operations, Sales Operations, or a related role at a B2B SaaS organization.

• In-depth proficiency in Salesforce, with the ability to create reports, manage objects, and identify data issues independently.

• Expertise in Gong, including configuring trackers, developing scorecards, and extracting deal and coaching insights.

• Proven experience in building automations and integrating systems within a multi-tool GTM stack.

• Strong communication skills, capable of translating technical architecture for both sales representatives and executives.

• Familiarity with DealHub, Outreach, ChiliPiper, and/or Qualified.

• Experience in deploying AI-assisted workflows in sales or revenue contexts.

• Knowledge of BI tools (such as Omni, Looker, or similar).

• Background in fintech or wealth management.

• A successful track record of leading tool implementations and promoting adoption within the sales team.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance options with low-cost premium structures, reflecting our commitment to providing excellent value to our employees.

• Fully company-paid basic life insurance, as well as short-term and long-term disability insurance.

• 100% paid parental leave once eligible.

• Company equity managed through Carta.

• 401k plan with a match and 100% vesting upon hire.

• Generous PTO that increases with tenure — Begin with 15 days of vacation in your first year, rising annually to a maximum of 20 days, allowing your time off to scale with your career.

• Flexible vacation policy — Take time off in increments as small as one hour; we encourage you to take time to relax and recharge each year.

• Paid holidays, including your birthday; celebrate, relax, and recharge without hesitation.

• Complimentary estate planning services!