Revenue Operations Coordinator managing Salesforce data, reporting, and CASL compliance for Canadian investment manager PICTON Investments. Supporting sales, marketing, and CRM operations.
About the role
- Director of Revenue Operations operationalizing revenue strategy for Athennian's business-entity compliance SaaS platform. Owning forecasting, CRM architecture, AI automation, and GTM accountability across US and Canada.
Responsibilities
- Operationalize Athennian's revenue strategy and establish a data-driven decision cadence
- Translate business objectives into revenue targets, capacity models, and headcount plans
- Identify high-leverage opportunities across acquisition, conversion, expansion, and net revenue retention
- Align pricing and packaging structures with LTV and market penetration goals
- Collaborate with Marketing and Sales to architect, build, and maintain outbound automation
- Own the revenue forecasting process with Finance, including improving Customer Experience forecasting
- Develop and monitor KPIs and proactively flag risks
- Act as the accountability layer across go-to-market teams using conversion metrics
- Own quarterly review decks and the data presented in them
- Standardize definitions, SLAs, and accountability frameworks across GTM functions
- Oversee lead qualification, deal attribution, SKU management, and pipeline hygiene
- Own the HubSpot ecosystem and set CRM architectural direction
- Partner with technical leads and consultants on system improvements or redesign
- Architect AI-enhanced revenue-stack workflows for CRM hygiene, lead routing, and administrative automation
- Establish data-quality and hygiene standards as a single source of truth for revenue reporting
- Design and document end-to-end processes across Sales, Marketing, and Customer Success
- Directly manage, mentor, and provide technical guidance to the RevOps Analyst
- Build a high-performing RevOps function with clear ownership and escalation paths
Requirements
- 7+ years in high-growth RevOps, GTM Strategy, or Sales Operations
- Prior experience managing a team; this is not a step-up role for a first-time manager
- B2B SaaS experience is essential
- Expert-level fluency in B2B SaaS metrics, including ARR, LTV/CAC, churn dynamics, pipeline velocity, and incentive design
- Track record of influencing C-suite and board-level decisions through data-backed insight
- Proven ability to architect and pilot AI-driven workflows, including agentic automation, predictive lead scoring, and AI-assisted CRM hygiene
- Deep familiarity with the CRM ecosystem; HubSpot strongly preferred
- Ability to make high-level architectural decisions and critically evaluate consultant recommendations
- Ability to stand ground in executive forums and defend data integrity
- Ability to distill complex data into persuasive narratives for non-technical audiences
- Strategic, outcome-oriented mindset and ability to lead through influence rather than authority
- Pragmatic, tool-agnostic approach and comfort with ambiguity
- Ability to live and work full-time in the US or Canada
Benefits
- Minimum of 3 weeks vacation
- 5 sick days
- 6 personal/flex days
- Company-wide winter holiday shutdown
- Health, dental, and vision coverage
- Long-term disability coverage
- Health Spending Account (HSA)
- Flexible parental leave benefits, including top-ups
- Dedicated work-from-home allowance
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