UpKeep

Revenue Operations

• Build the analytical and AI infrastructure for funnel, revenue, and GTM decision-making
• Lead a lean RevOps function supporting Sales, Marketing, Customer Success, and Finance
• Lead and develop the RevOps team, including the Deal Desk Manager and Salesforce Administrator
• Inspect pipeline creation, lead flow, funnel conversion, and rep-level productivity weekly
• Diagnose funnel breakdowns and identify successful practices to scale
• Assess opportunity and pipeline quality
• Use AI to inspect pipeline quality, deal risk, and forecast credibility
• Build AI-driven workflows for account prioritization, buying-signal detection, and weekly GTM inspection
• Partner with GTM Engineering and functional leaders on AI use cases
• Deliver full-funnel visibility from lead generation through new business, onboarding, retention, expansion, and churn
• Analyze conversion, velocity, pipeline health, cohorts, segments, revenue leakage, GRR, NRR, churn, and expansion
• Own GTM capacity planning and model returns from incremental headcount, programs, and channels with Finance
• Pressure-test forecast assumptions and surface leading indicators
• Own the GTM performance narrative for executive leadership and the Board
• Set priorities for GTM systems, data architecture, reporting, metrics, definitions, and data quality

Director, Revenue Strategy – Operations

Account Executive

• Identify, source, and close net new business opportunities
• Manage a strong pipeline of new-logo leads
• Qualify and convert inbound and outbound leads through online product demos and value-based proposals
• Drive the sales process to meet monthly and annual sales targets and weekly activity metrics
• Self-source net-new prospects to maintain healthy pipeline coverage
• Own contract negotiations and close sales before handing off to Customer Success and Implementation and Expansion
• Conduct customer interactions via phone, Zoom, and email
• Drive company growth through software license sales

Business Development Rep

• Drive pipeline growth through inbound and outbound channels
• Engage and qualify inbound leads from free trials, events, webinars, content downloads, and marketing campaigns
• Prospect into target accounts through cold calling, email sequences, LinkedIn, and other strategic channels
• Build personalized account plans based on prospects’ businesses and maintenance challenges
• Partner with Marketing, Product, and Account Executives on messaging, playbooks, account strategy, and deal progression
• Set Product Qualified Opportunities and convert prospects into qualified meetings for Account Executives
• Meet and exceed monthly and quarterly SAO quotas
• Screen and qualify prospects based on need, authority, timeline, and budget
• Maintain accurate lead, activity, and opportunity data in Salesforce
• Participate in and travel to industry events
• Follow up with existing prospects and customers to identify expansion and upsell opportunities

Director, Revenue Strategy – Operations

Account Executive

Business Development Representative