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 Director powering Voltus’s energy-market revenue organization through lifecycle analytics, forecasting, and GTM systems. Leading planning, CRM governance, customer health, and realized-revenue reporting.
Responsibilities
- Own end-to-end visibility across the customer lifecycle funnel, from initial outreach through renewal
- Build reporting and analytics infrastructure to identify risks and opportunities and route them to owners
- Connect Sales, Marketing, and Customer Organization handoffs through consistent data and processes
- Design and own a customer health score using enrollment, market-event performance, engagement, and support signals
- Synthesize cross-funnel insights into recommendations for sales and executive leadership
- Own forecasting and reporting connecting contracted value through enrollment, market participation, and dispatch performance to realized revenue
- Manage and develop a team spanning sales productivity, analytics, and operations
- Own revenue forecasting and pipeline analytics, including renewal and retention forecasting
- Build Sales and Customer Success headcount models, territory design, capacity planning, quota setting/allocation, and potential compensation-plan redesign
- Lead the cross-functional go-to-market systems roadmap across CRM, forecasting, and business intelligence platforms
- Partner with sales, customer success, and training teams to align tooling and process changes with productivity goals
- Standardize go-to-market processes across the customer journey
- Define and track RevOps KPIs including win rate, sales cycle length, ramp time, pipeline coverage, renewal, and expansion rate
- Own CRM pipeline hygiene, stage definitions, probability methodology, and data-quality standards
Requirements
- 7+ years in revenue operations
- 3-5 years at manager/director level or above; has owned the function, not just supported it
- Track record partnering cross-functionally across the customer lifecycle
- Advanced proficiency with CRM administration and business intelligence tools, including Salesforce, Tableau, Gong, and Outreach
- Experience building forecasting models and compensation plans at scale
- Experience connecting outreach, pipeline, and renewal data into a unified reporting view
- Experience reporting revenue realized post-close through usage-, performance-, or event-based models
- Energy, utilities, or complex B2B background strongly preferred
- Comfortable with deal cycles and revenue recognition driven by external market timing, program windows, and regulatory context
- Must be authorized to work from a home location in the US or Canada; Voltus does not sponsor visas or transfers for new hires
Benefits
- 10-15% bonus paid annually
- Equity
- Unlimited leave for full-time employees
- Parental leave
- Comprehensive benefits package promoting health, wellness, and financial security
- All-remote workplace
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