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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Revenue Operations, focusing on KPI dashboards, data governance, and process improvement. Proven ability to lead cross-functional teams and implement AI and automation initiatives to enhance operational efficiency.
Highest-signal resume keywords
Revenue Operations ManagementSalesforce.com ExpertiseAI and Automation ImplementationProcess Improvement CertificationCross-Functional Program Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KPI ReportingForecast ModelingData Quality StandardsTerritory PlanningBusiness Process Improvement
Soft Skills
LeadershipCommunicationStakeholder InfluenceAdaptabilityAlignment Driving
Tools & Technologies
Salesforce.comGrooveGongClozdSales Elevate
Certifications & Qualifications
Salesforce Administrator CertificationLean Six Sigma CertificationMaster's Degree in Business Administration
Industry Keywords
Revenue ForecastingSales OperationsCustomer SuccessEdTechSaaS
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Define and own the reporting framework, KPI dashboards, and analytics for Sales and Customer Success performance
- Own data, tools, and infrastructure for revenue forecasting, including pipeline visibility, forecast modeling, and reporting
- Set and own data quality and governance standards across CRM and revenue systems
- Define and continuously improve the operating model, processes, systems, and workflows supporting Sales and Customer Success across the revenue lifecycle
- Lead analytical and process work for annual go-to-market planning, including territory design, headcount modeling, and compensation structure input
- Manage the Associate Director, Revenue Operations team, and future analyst or systems hires
- Own vendor contract terms, pricing, and SLA negotiation
- Define and communicate the future vision, mandate, structure, and metrics for Revenue Operations
- Lead AI and automation initiatives from idea through implementation
- Partner with Product and Technology to define and deliver needed systems and automation
- Evaluate tools and platforms based on ROI and fit, including Groove and Sales Elevate
- Report to the VP, Revenue Operations & Customer Support
Requirements
What you’ll need- 8-10+ years in revenue operations, sales operations, or a related analytical or operational role, preferably in EdTech, publishing, or SaaS
- A college degree or equivalent professional experience
- Track record of leading complex cross-functional programs spanning Sales, Customer Success, and Technology
- Demonstrated experience applying AI and automation to modernize revenue operations, including driving adoption
- Expertise in Salesforce.com and data-driven business process improvement, including forecasting, KPI reporting, and territory-planning infrastructure
- Proven ability to define business outcomes, lead automation efforts, and scale operational programs
- Excellent leadership, communication, and stakeholder influence skills
- Comfort leading through ambiguity and driving alignment across multiple priorities
- Familiarity with sales engagement, coaching, or win-loss analysis tools such as Groove, Gong, and Clozd
- Process improvement training or certification, such as Lean Six Sigma
- Salesforce Administrator or equivalent CRM certification
- Master's degree in Business Administration or a related field
Benefits
Comp & perks- Company bonus plan
- Medical insurance (HSA Qualified, EPO, and PPO plan options)
- HSA + Employer Contribution
- Vision insurance
- Dental insurance
- Contributions to your 401(k) retirement account through Fidelity (US) / Registered Retirement Savings Plan (Canada)
- Paid time off
- Sick time
- Floating holidays
- Paid holidays (Spring Reset Day, Juneteenth, Indigenous Peoples' Day, Election Day, and more)
- Employee Assistance Program
- Education Assistance Program
- Commuter Assistance (for those in qualified circumstances)
- 100% employer-paid life and AD&D insurance
- Mental health support through Headspace
- Health benefits coverage for qualifying same-sex and opposite-sex domestic partners
