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
- Revenue Operations leader scaling Spellbook’s AI contract platform through forecasting, GTM systems, and pipeline operations. Building the operating model and team for high-growth B2B revenue.
Responsibilities
- Own the operating model for the lead-to-closed-won revenue engine
- Set direction on segmentation, coverage, territories, capacity, pipeline generation, and sales productivity
- Build and manage the pipeline operating system
- Establish a rigorous revenue forecasting process covering pipeline creation, coverage, stage conversion, velocity, quality, and source performance
- Identify revenue gaps early and determine actions with GTM leaders to close them
- Shape the operating model for the usage-based commercial motion
- Partner with Sales, Customer Success, Product, and Finance on usage-informed pipeline, forecasting, customer expansion, and sales execution
- Establish an operating cadence across Sales, Marketing, and Customer Success
- Run pipeline reviews, forecast reviews, business reviews, and performance management
- Ensure a clean commercial handoff from closed-won into the customer lifecycle
- Own the architecture and evolution of GTM systems, including CRM, sales engagement, forecasting, compensation, routing, enrichment, and reporting
- Establish a single source of truth for GTM performance, metrics, data standards, and reporting
- Build and lead the GTM Operations team across Sales Operations, Customer Success Operations, and Systems
- Work across Sales, Marketing, Customer Success, Finance, Product, and Data to translate strategy into a GTM operating model
- Partner closely with the VP of Finance while operating as a company-wide leader
Requirements
- Led RevOps, GTM Ops, or a comparable function at a high-growth B2B software company
- Meaningful ownership across Sales Operations, pipeline, forecasting, and GTM systems
- Experience working directly with senior Sales and Marketing leaders
- Experience building or materially improving revenue operating efficiency frameworks
- Experience leading GTM systems or process transformation
- Experience building and developing a high-performing operations team across multiple GTM functions
- 8+ years in Revenue Operations, GTM Operations, Sales Operations, or related roles in B2B software
- Deep fluency in pipeline generation, coverage, conversion, velocity, win rates, sales capacity, quota, territories, ramp, productivity, CAC, and forecasting
- Strong strategic operating ability
- Exceptional analytical ability and ability to work from imperfect data
- Understanding of CRM, sales engagement, forecasting, compensation, enrichment, routing, and reporting systems
- Excellent communication and business partnership skills
- Experience using automation and AI to improve GTM productivity, data quality, or decision-making is a strong plus
- Legal tech or legal industry exposure is a nice to have
- Experience with enterprise procurement and security-heavy sales cycles is a nice to have
- Audit readiness or pre-IPO experience is a nice to have
- Familiarity with AI infrastructure cost management and usage-based billing is a nice to have
- Must be legally able to work and reside in Canada or the US at the time of application
- Spellbook does not provide relocation or visa sponsorship support
Benefits
- Flexible work environment focused on outcomes and autonomy
- Company-paid group benefits for you and your family
- $1,000 towards mental health support
- Generous time off policies
- Holiday closure
- Monthly paid meals
- Annual wellness allowance
- Parental leave top-ups
- Competitive stock option grants
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