Revenue Operations Business Partner

Responsibilities

• Implements, reinforces, and optimizes standardized revenue and sales processes within the assigned segment or region
• Ensures consistent definitions and usage of pipeline stages, forecast categories, commit criteria, and CRM hygiene standards
• Conducts regular process and data inspections; partner with Sales leadership to address gaps, risks, or inconsistencies
• Supports onboarding and enablement of sellers, sales leaders, and support teams on Revenue Operations processes and expectations
• Facilitates the weekly forecasting cadence for the assigned segment or region, ensuring data integrity, structured deal inspection, and consistent methodology
• Maintains and distributes dashboards covering pipeline, bookings, forecast variance, productivity, and performance KPIs for the assigned segment or region
• Analyzes trends across bookings, pipeline creation, conversion rates, and seller productivity
• Supports QBRs, MBRs, and strategic performance deep dives with actionable insights
• Ensures all reporting aligns to enterprise definitions, metrics, and governance standards established by Revenue Operations
• Drives adoption and effective use of CRM workflows and revenue systems across the assigned segment or region
• Performs regular CRM audits to ensure data quality, completeness, and forecast readiness
• Identifies workflow gaps or inefficiencies; collaborate with Revenue Operations and Systems teams on enhancements
• Acts as the first escalation point for segment‑ or region‑level CRM, forecasting, and reporting issues
• Serves as the primary Revenue Operations partner to segment or regional EVPs, RVPs, and Sales Directors
• Supports sales planning, operational readiness, and business rhythm activities
• Balances enterprise consistency with segment or regional needs while maintaining adherence to Revenue Operations standards
• Partners with Finance, Services, Strategy, IT, Marketing, and other teams to resolve operational issues impacting revenue execution
• Surfaces systemic issues, risks, and opportunities to the Revenue Operations organization for continuous improvement
• Participates in cross‑functional initiatives focused on forecast integrity, margin awareness, data quality, and operational efficiency

Qualifications

• 5–7+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related function
• Strong analytical skills with the ability to interpret pipeline trends, forecast performance, and productivity metrics
• Proven experience supporting segment‑ or region‑based sales organizations
• Proficiency with CRM platforms (Salesforce preferred) and BI tools (Power BI, Qlik, or similar)
• Strong written and verbal communication skills with the ability to translate data into clear, actionable insights
• Able to manage competing priorities with discipline, accuracy, and attention to detail

Benefits

• 401(k) Plan (35% employer match per dollar up to 10% employee contribution)
• Medical Coverage (3 platforms: UnitedHealthcare, Reference Based Pricing includes member advocacy; and Kaiser)
• RX Home Delivery HSA with Employer Contribution
• In-vitro Fertility (treatment coverage)
• Dental Vision (2 plans: 12-month and 24-month frames allowance)
• FSA Plans (Healthcare, Dependent Care and Limited Purpose)
• Pre-tax Commuter Plans
• Employer-paid Life Insurance
• Employer-paid Short + Term Disability
• Long Term Disability (2 plans: Employer-paid or optional Self-paid)
• Paid Parental Leave (4 weeks at 100%)
• Employee Assistance Plan
• Voluntary Life Insurance for team member, spouse and child
• Voluntary Accidental Death for team member and spouse
• Legal/ID Theft Plans
• TeleHealth Wellness via Omada Health (healthy living solution)
• Travel Assistance
• Business Travel Accident Coverage
• Medical for foreign travel coverage
• Employer-paid Pet
• Telehealth Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Volunteer Time Off
• 10 Holidays
• Summer Sizzle
• On-Demand Pay (Daily Pay)
• Work Environment