Revenue Operations Lead

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

📋 Description

• Act as the primary lead for systems and operations within Member Success.

• Enhance member engagement, relationship management, and revenue-generating activities by streamlining administrative, project management, and reporting operations.

• Develop and sustain systems and workflows that monitor the member journey from onboarding and activation to engagement, renewal, and expansion.

• Monitor deliverables, engagement activities, event invitations and registrations, membership commitments, and key milestones.

• Ensure data flow and integrity across shared systems, including synchronization logic, field mapping, and account ownership hygiene.

• Work in partnership with Member Success, Events, Growth, Insights, Operations, and Studio teams to maintain a dependable source of truth.

• Document and standardize Member Success processes, account management workflows, cross-functional handoffs, member interactions, and recurring activities.

• Identify and rectify administrative inefficiencies while implementing process enhancements.

• Develop, test, maintain, deploy, and document AI, automation, and systems solutions utilizing tools such as Claude and Outreach AI.

• Collect user feedback and drive solutions from problem identification to adoption.

• Create member health reports, dashboards, tracking tools, and triggers.

• Integrate connections, engagement, event attendance, participation, relationship information, touchpoints, and utilization.

• Highlight indicators of expansion opportunities, membership value, and renewal risks.

• Analyze and monitor renewal rates, retention trends, churn, and expansion across membership tiers and customer segments.

• Prepare analytical reports for membership planning, operational enhancements, and leadership decision-making.

⛳️ Requirements

• 3–5+ years of experience in Revenue Operations, Customer Success Operations, Business Operations, Sales Operations, or a similar role.

• Proven experience in building and managing systems, preferably within a membership, community, or event-based organization.

• Practical experience with Salesforce, including admin-level configuration and Flows.

• Proficiency in Salesforce dashboards, data management, and reporting.

• Strong skills in Airtable, Excel, and/or Google Sheets.

• Experience in developing databases, tracking tools, analytical models, and reports.

• Background in creating operational dashboards and integrated reporting across various systems such as Cvent, HubSpot, and Outreach.

• Ability to translate data into actionable insights.

• Experience in implementing process improvements and workflow automation using APIs, Zapier, Make, light scripting, and AI tools like Claude.

• Solid understanding of CRM data structures, data integrity, and cross-functional information management.

• Exceptional analytical, communication, organizational, and problem-solving abilities.

• Strong attention to detail and the capability to convert operational needs into practical technical solutions.

• Ability to independently manage multiple projects, prioritize tasks, and work efficiently in a part-time role.

• Familiarity with customer success metrics, including engagement, retention, renewal rates, churn, expansion, and customer health scoring.

🏝️ Benefits

• Paid sick leave as mandated by relevant state and local laws.

• Commitment to equal opportunity employment and fostering a diverse, equitable, and inclusive environment.

• Not eligible for company-sponsored health or retirement benefits.