Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role is the strategic thought leader for Revenue Operations, responsible for surfacing funnel leaks, building predictable revenue systems, and bringing a data-backed point of view to growth. You will build a consolidated view of the business to align Sales, Customer Success, and Marketing, and leverage AI to enhance customer experience and team productivity. This is a builder's role where you will set frameworks, operating rhythms, and reporting cadences.

Responsibilities

Own the end-to-end revenue funnel across Marketing, Sales, and Customer Success.
Proactively identify funnel leaks (conversion drop-offs, stalled deals, churn signals).
Build and maintain a consolidated view of the business blending historical performance with forward-looking hypotheses.
Own forecasting, pipeline management, and revenue performance reporting.
Establish operating rhythms and governance for reporting cadences.
Partner with Revenue Leadership and executive team on board reporting and re-forecasts.
Set data standards, definitions, and ownership for key metrics.
Resolve conflicts between systems of record to establish a single source of truth.
Identify and build AI tools to improve customer experience, deal execution, or team productivity.
Bring a point of view on where automation should replace manual work versus augment human judgment.
Surface insights and recommendations to Sales, Customer Success, and Marketing leadership.
Build and develop a Revenue Operations team.
Act as a trusted partner to the executive team and board on revenue strategy, planning, and performance.
Perform other duties as assigned.

Requirements

4+ years leading a Revenue Operations, Sales Operations, or GTM Operations function in a B2B SaaS environment.
Proven track record of building forecasting models, funnel reporting, and operational processes from scratch.
Demonstrated ability in prioritization and protecting focus.
Strong cross-functional stakeholder management across Sales, Marketing, Customer Success, and Finance.
Experience presenting to and partnering with a board or executive leadership team on revenue performance and forecasting.
Deep comfort with CRM systems (HubSpot preferred) and their data architecture.
An opinionated approach to data, providing meaning and actionable insights.
Comfortable telling leadership what they don't want to hear, backed by data.

Skills

Revenue Operations
Sales Operations
GTM Operations
Forecasting
Pipeline Management
Reporting
CRM Systems (HubSpot preferred)
Data Architecture
Data Strategy
Data Governance
AI Tools
Automation
Stakeholder Management
Cross-functional Alignment
Board Reporting
Executive Presentations

Location

Remote
Office

Work Type

Hybrid
Full-time

Experience Level

4+ years

Benefits

Comprehensive Time Off
Competitive paid vacation
Holistic Wellness Leave
Commuter-Friendly Hybrid
Catered Lunches
Growth & Learning opportunities
Comprehensive Health Benefits

About the Company

Mortgage Automator is revolutionizing the lending industry with a comprehensive, end-to-end platform that eliminates manual bottlenecks in private lending.
Our software streamlines the entire pipeline from origination and underwriting to automated servicing and investor reporting.
We are one of the fastest-growing FinTech companies in North America, customer-centric, ambitious, and rooted in the lending community.
We are building the 'operating system' for private lenders, fostering a culture of ownership, high-speed execution, and decentralized decision-making.