Revenue Operations

• Own the day-to-day operational integrity of the new-business sales motion from lead assignment or active producer work through opportunity creation and handoff into retention
• Clarify, standardize, and instrument processes so producers can act on reliable information
• Surface workflow and stage-definition problems
• Support pipeline reviews by enforcing data hygiene and applying stage definitions consistently
• Provide diagnostic feedback to sales managers on process adherence, data quality, and workflow breakdowns
• Maintain a roadmap of process and data-capture improvements
• Build visibility into center-of-influence and referral relationship health
• Use attribution instrumentation to identify referral-, outbound-, and other pipeline sources
• Regularly shadow producers and outbound representatives to identify and resolve operational friction
• Shape and build the Salesforce Financial Services Cloud foundation for new business
• Define field-level rules, stage definitions, routing logic, workflow states, and opportunity attribution
• Ensure Salesforce data-capture standards are understood and followed
• Identify manual work for automation and track transition blockers
• Experiment with AI tools and workflow automation for outbound personalization, sequencing, relationship-signal tracking, and qualification support
• Test, build, and discontinue approaches based on results while protecting data integrity and compensation-affecting logic
• Serve as RevOps point of contact for pod leadership, retention, brokerage operations, and placements
• Resolve cross-functional priorities and data issues involving quota, territory, and compensation-relevant fields
• Own the handoff from new business into retention
• Participate in the RevOps on-call rotation

Revenue Operations Lead

• Own the Global Sales Roster as the single source of truth for AE headcount, territory assignment, and quota
• Own the quota model calculating quota-on-the-street and rolling up into the bookings forecast
• Run roster maintenance and monthly formal submission to FP&A
• Support Global Sales Roster reporting
• Run the annual territory design and quota-setting cycle end to end
• Manage timelines, dependencies, and deliverables across RevOps, FP&A, Compensation, and HR
• Translate territory and quota decisions into operational systems and files
• Partner with IT on GTM systems enhancements and launches
• Serve as the source of truth for Sales reporting lines and system access
• Analyze territory effectiveness, quota coverage, AE productivity, account pool health, and attrition trends
• Provide GTM strategy input for M&A integration
• Lead consolidation of compensation plans and territories
• Support systems migration and consolidation, including account mapping and requirements gathering

Revenue Operations jobs in Illinois

Revenue Operations Lead

Revenue Strategy & Readiness Director