Director, Revenue Operations

Role Overview

• Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them
• Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems
• Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
• Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified
• Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts
• Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use
• Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
• Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management
• Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team
• Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
• Own the integrity of Salesforce including data standards, hygiene, object model, and governance
• Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
• Partner with leadership to close gaps in the data model and improve attribution visibility
• Automate manual data workflows to reduce errors and free up rep capacity

Requirements

• 4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
• Deep Salesforce proficiency. You build reports, manage objects, and diagnose data issues independently
• Gong expertise. You configure trackers, build scorecards, and extract deal and coaching intelligence
• Demonstrated experience building automations and integrating systems across a multi-tool GTM stack
• Strong communication. You can translate technical architecture for sales reps and executives equally.
• Experience with DealHub, Outreach, ChiliPiper, and/or Qualified
• Background deploying AI-assisted workflows in a sales or revenue context
• Familiarity with BI tools (Omni, Looker, or similar)
• Experience in fintech, or wealth management
• Track record of leading tool rollouts and driving adoption with the sales team.

Benefits

• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
• 100% company-paid basic life insurance, short-term and long-term disability insurance
• 100% paid parental leave upon eligibility
• Company equity managed through Carta
• 401k with match and 100% vesting upon hire
• Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.
• Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.
• Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning!