Associate Director leading Revenue Operations for Directive Consulting, a B2B performance marketing agency. Managing RevOps teams and delivering Salesforce, Pardot, and HubSpot client solutions.
About the role
- Head of Revenue Operations for Mortgage Automator, a private-lending FinTech platform. Building forecasting, funnel, data, AI, and reporting systems for predictable growth.
Responsibilities
- Own the end-to-end revenue funnel across Marketing, Sales, and Customer Success, from lead creation through renewal and expansion
- Identify conversion drop-offs, stalled deals, and churn signals before they affect targets
- Build and maintain a consolidated view of the business using historical performance and forward-looking hypotheses
- Own forecasting, pipeline management, and revenue performance reporting across the full funnel
- Establish weekly, monthly, and quarterly reporting cadences and governance
- Partner with Revenue Leadership and the executive team on board reporting, re-forecasts, and business reviews
- Define data standards, ownership, and governance across HubSpot and other systems
- Resolve conflicts between CRM and Finance systems and establish a single source of truth for key metrics
- Improve data quality and shared metric definitions
- Identify, build, or oversee AI tools that improve customer experience, deal execution, and team productivity
- Determine where automation should replace manual work or augment human judgment
- Provide insights and recommendations to Sales, Customer Success, and Marketing leadership
- Build and develop a small, high-leverage Revenue Operations team
- Partner with the executive team and board on revenue strategy, planning, and performance
- Perform other duties as assigned
Requirements
- 4+ years leading a Revenue Operations, Sales Operations, or GTM Operations function in a B2B SaaS environment
- Track record of building forecasting models, funnel reporting, and operational processes from scratch
- Strong prioritization and ability to protect personal and team focus
- Strong cross-functional stakeholder management across Sales, Marketing, Customer Success, and Finance
- Experience presenting to and partnering with a board or executive leadership team on revenue performance and forecasting
- Deep comfort with CRM systems, with HubSpot preferred, and the data architecture behind them
- Systems- and outcomes-oriented approach to CRM configuration
- Opinionated, data-driven approach that translates results into recommendations and actions
Benefits
- Competitive paid vacation
- Dedicated personal wellness leave, including physical recovery or mental health leave
- Flexible hybrid schedule blending office time with remote work
- Monthly catered team lunches
- Continuous professional development with internal training and learning opportunities
- Professional, supportive modern workspace
- Tools and technology needed to succeed
- Comprehensive health benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
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