Head of Revenue Operations for Mortgage Automator, a private - lending FinTech platform. Building forecasting, funnel, data, AI, and reporting systems for predictable growth.
About the role
- Associate Director leading Revenue Operations for Directive Consulting, a B2B performance marketing agency. Managing RevOps teams and delivering Salesforce, Pardot, and HubSpot client solutions.
Responsibilities
- Manage and mentor a team of Revenue Operations Solution Engineers, including workload management, prioritization, coaching, and performance support
- Serve as an escalation point for complex client and technical challenges
- Own or oversee strategic client relationships, ensuring strong communication, delivery quality, and client satisfaction
- Lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects
- Provide hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub
- Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance
- Translate complex technical findings into clear recommendations for executive and non-technical stakeholders
- Review strategist work for technical accuracy and strategic quality before client delivery
- Partner with Account Directors and internal leadership to identify expansion and cross-sell opportunities
- Support scoping, solution design, and new business conversations for RevOps opportunities
- Develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales
- Maintain visibility into project health, capacity, utilization, and delivery risks across the team
- Partner closely with the Director of Revenue Operations to lead the RevOps team and oversee complex client engagements
Requirements
- 5+ years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a related discipline
- 1–2+ years of direct people management or formal team leadership experience
- Active Salesforce Administrator Certification
- Strong hands-on Salesforce Sales Cloud administration and implementation experience
- Pardot/Account Engagement certification strongly preferred, or at least 2–3 years of hands-on Pardot implementation and administration experience
- Strong hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting
- Experience leading complex CRM and marketing automation implementations, audits, migrations, or optimization initiatives
- Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance
- Demonstrated ability to lead senior-level client conversations and translate technical issues into business recommendations
- Strong written and verbal communication with the ability to confidently manage client expectations and difficult conversations
- Ability to balance leadership responsibilities with hands-on technical execution
- Previous agency experience strongly preferred; consulting or professional services experience also highly relevant
- Additional Salesforce certifications preferred
- HubSpot certifications preferred
- Experience working across both Salesforce and HubSpot environments for B2B organizations preferred
- Experience scoping projects, supporting sales conversations, and identifying account expansion opportunities preferred
- Experience working across multiple concurrent client engagements preferred
- Must be legally authorized to work in Canada
- Must currently reside in Canada
- Must have reliable internet access and a professional background
- Must be able to remain stationary for extended periods and observe and interpret written and verbal communication
Benefits
- Medical, dental, vision plans, disability, and life insurance coverage for you and your family
- 100% employer-paid plan for you and 50% employer contribution for dependents (US, CAD, MX)
- Access to certified therapists through Spring Health
- Headspace membership
- Physical therapy through Omada
- Aaptiv virtual workouts
- Complimentary One Medical membership for primary and virtual care
- Unlimited PTO (2-week minimum)
- Paid company holidays
- Birthday off
- End of Year Recharge, closed December 24 - January 1
- Paid parental leave
- Traditional and Roth 401(k) with a 3% company match
- Annual bonus based on tenure, scaling in total amount over time
- Annual company-wide retreat
- 100% virtual work from a home office
- PC or Mac available
Job title
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Experience level
Salary
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Degree requirement
No Education Requirement
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