Senior Director, Revenue Operations
Viventium
Position Purpose
As the Senior Director, Revenue Operations, you will be the strategic and operational backbone of our go-to-market engine. You will lead the charge in aligning Sales, Marketing, Customer Success, and Finance to drive scalable growth and predictable revenue. This role demands a hands-on, data-driven leader who brings deep expertise in HubSpot, Salesforce, and Excel, a proven ability to optimize revenue systems and processes, and experience scaling a SaaS organization from $50M to $100M+ in ARR and 250 to 500+ employees.
You will lead a small but growing team and work cross-functionally to build a centralized revenue engine, enhancing operational efficiency, forecasting accuracy, and overall go-to-market effectiveness. Experience with Salesforce is a plus.
Essential Duties and Responsibilities
- Strategic Alignment & Cross-Functional Collaboration
- Ensure tight alignment between Sales, Marketing, Customer Success, and Finance
- Standardize and enforce revenue-generating processes across departments
- Serve as a communication and strategy bridge between cross-functional teams to optimize the customer lifecycle
- Revenue Process Optimization
- Design and refine lead-to-cash workflows to reduce friction and boost efficiency
- Identify and resolve bottlenecks throughout the revenue cycle
- Automate and streamline sales and customer success processes for scale
- Data Management & Analytics
- Build and maintain a centralized revenue operations data structure
- Deliver reliable forecasting, pipeline analytics, and performance reporting to leadership
- Track and analyze key SaaS metrics including ARR, NRR, CAC, CLTV, churn, etc.
- Maintain data accuracy and integrity across all systems (CRM, billing, support, etc.)
- CRM & Tech Stack Management
- Own and optimize HubSpot CRM and Salesforce
- Manage integration across marketing automation, billing, and customer platforms
- Ensure systems and tools support streamlined workflows, automation, and robust reporting
- Go-To-Market Strategy & Execution
- Support Ideal Customer Profile (ICP) and segmentation strategy with data insights
- Contribute to pricing and packaging strategy through analysis and modeling
- Align GTM activities to drive targeted, efficient pipeline growth
- Sales & Customer Success Enablement
- Develop sales playbooks, training resources, and performance scorecards
- Optimize onboarding and lifecycle strategies for Customer Success
- Ensure smooth and consistent handoffs between teams to improve retention and upsell
- Performance Monitoring & Optimization
- Track and improve funnel conversion rates and revenue attribution
- Build executive-level dashboards and KPIs for business visibility
- Identify revenue leakage and implement preventative solutions
- Forecasting & Planning
- Lead accurate sales forecasting using historical trends and data insights
- Partner with Finance on revenue goal alignment and long-term planning
- Support annual sales planning and quota-setting processes
Minimum Qualifications
- 10+ years of experience in Revenue Operations, Sales Operations, or GTM strategy at a high-growth SaaS company
- Proven success scaling a business from 250 to 500+ employees and $50M to $100M+ in ARR
- Expert-level proficiency in HubSpot, Salesforce, and Excel (pivot tables, formulas, data modeling)
- Strong understanding of sales quota allocation and commission structures
- Track record of building and operationalizing scalable GTM processes
- Ability to analyze large datasets and communicate insights clearly to leadership
- Experience managing and mentoring a small team
- Bachelor’s degree
Preferred Qualifications
- Experience with Salesforce CRM
- Background in the human capital management industry
- Familiarity with Power BI and SQL
- Accounting or finance background