Revenue Operations Lead

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

📋 Description

• Take charge of Deal Desk support, encompassing deal structuring, pricing approvals, non-standard terms, and quote-to-close escalations.

• Oversee software and entitlement provisioning post closed-won status.

• Examine pipeline, revenue, go-to-market cycle, and customer journey data to facilitate forecasting and sales-performance decisions.

• Manage urgent marketing-related updates in HubSpot, including campaign adjustments, routing, and data modifications.

• Administer and enhance DealHub, focusing on configuration, pricing, approval workflows, and process implementations.

• Provide cross-training across RevOps and cover Deal Desk, CRM, quoting, and provisioning workflows.

• Identify and eliminate quote-to-cash bottlenecks through automation and AI-driven workflows.

• Create scalable pricing approval and non-standard contract-routing procedures.

• Enhance reporting through predictive, insight-driven analytics.

• Review workflows for opportunities to simplify, automate, or delegate to AI agents.

• Counsel Sales Leadership on revenue-cycle friction points and opportunities to boost velocity and conversion rates.

• Document processes in playbooks, SOPs, and workflows.

• Collaborate cross-functionally to strengthen transitions throughout the customer lifecycle.

⛳️ Requirements

• A minimum of 5 years of experience in Revenue Operations, Sales Operations, or Deal Desk, preferably in a B2B SaaS setting.

• Experience with the administration of a CPQ platform for quoting and order management; familiarity with DealHub is a significant advantage.

• Proficiency in managing a CRM system, including pipelines, properties, workflows, and reporting; experience with HubSpot is a strong plus.

• Exceptional analytical skills and comfort in working with pipeline and revenue data.

• A solid understanding of the complete quote-to-cash lifecycle, including pricing, approvals, contracting, and provisioning.

• Experience collaborating cross-functionally with Sales, Finance, Customer Success, and Legal teams.

• Strong capabilities in documentation and process design.

• Excellent communication skills, stakeholder management, and operational follow-through.

• Meticulous attention to detail and a commitment to data integrity and process quality.

• Willingness to support team coverage and ensure business continuity.

• Familiarity with AI tools, workflow orchestration platforms such as Workato or Zapier, as well as involvement in new business, renewals, and expansion motions are desirable qualifications.

🏝️ Benefits

• Equal opportunity employer.

• Reasonable adjustments to the recruitment process.