Revenue Operations Lead
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Job Description
Revenue Operations Lead optimizing sales processes, forecasting, incentives, and AI workflows for Counterpart’s management liability insurance platform. Driving GTM efficiency and profitability through integrations, dashboards, and enablement.
Responsibilities:
- Oversee, document, and optimize sales, engagement, and customer service processes
- Identify bottlenecks and implement solutions
- Build predictive dashboards that flag anomalies, bottlenecks, and pipeline risk while providing next actions
- Own monthly, quarterly, and annual sales planning, including productivity drivers
- Build and monitor staffing and capacity plans for the GTM team
- Design and implement quota methodology and variable compensation structures
- Deliver AI-assisted market insights, forecast projections, and competitive analysis
- Align field, product, and technology leaders to optimize processes and results
- Develop a marketing operations process to track and analyze campaign performance and inform future campaigns and ROIC
- Orchestrate field, marketing, and operational alignment through documented workflows and process, technology, and communication optimization
- Build and maintain AI-powered workflows across the sales and retention cycle
- Design integrations and automations across Salesforce, HubSpot, Intercom, and other systems
- Build controls and monitoring for appropriate and consistent system usage
- Evaluate and deploy AI tools, predictive models, and workflow automation
- Provide performance-driver reporting and insights to internal and external stakeholders
Requirements:
- Experienced and analytical revenue operations professional
- Experience optimizing revenue streams and maximizing profitability
- Ability to collaborate with Business Development, Marketing, and Insurance Product teams
- Ability to identify revenue opportunities and improve processes
- Experience implementing effective revenue strategies and driving AI-tool adoption across GTM
- Ability to build playbooks and run enablement sessions
- Ability to measure and manage performance, innovate on incentives, and partner with leadership
- Knowledge of sales, engagement, and customer service processes
- Experience building dashboards, forecasting pipeline risk, and identifying anomalies and bottlenecks
- Experience with sales planning, productivity drivers, staffing, and capacity planning
- Experience designing quota methodologies and variable compensation structures
- Experience with AI-assisted compensation analysis, market insights, forecasting, and competitive analysis
- Experience with marketing operations, campaign performance analysis, and ROIC
- Experience building AI-powered workflows, integrations, and automations
- Experience with Salesforce, HubSpot, and Intercom
- Experience evaluating and deploying AI tools, predictive models, and workflow automation
Benefits:
- Welcoming and inclusive workplace
- Respectful, supportive, and connected work environment
- Equal Opportunity Employer
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