Revenue Operations (Data & Systems) – Director (NY)

About the role

KBRA is seeking a highly detail-oriented and self-directed individual to oversee sales and revenue operations, owning the integrity, structure, and usability of our sales and financial data across Salesforce and NetSuite.

Responsibilities

• Lead the transition to a reporting-centric data model across Salesforce and NetSuite, ensuring consistency and reliability of revenue data
• Analyze current systems, data, and workflows; identify gaps and implement scalable solutions to improve accuracy and efficiency
• Own and execute data cleanup and standardization initiatives to establish a trusted foundation for reporting and ensure data quality, monitoring, and continuous process improvement
• Define and enforce data governance, field definitions, and naming conventions across systems
• Design and implement end-to-end processes and best practices across the deal lifecycle, aligning Business Development and Finance workflows
• Partner cross-functionally with Business Development, Finance, Technology, Legal, and other functions to drive operational improvements and system alignment
• Maintain accurate daily pipeline outputs, and detailed revenue reporting, supporting business planning, forecasting, and executive decision-making
• Support and drive systems integrations, automation, enhancements, and data alignment (Salesforce, NetSuite, and other tools) to ensure seamless data flow, scalability, and reporting consistency
• Create and maintain clear documentation for data definitions, processes, and system usage; establish a single source of truth
• Train and onboard stakeholders on new processes and tools to ensure adoption and long-term sustainability

Requirements

You are a highly detail-oriented and systems-minded operator who takes ownership of complex, ambiguous problems and drives them to resolution. You are comfortable working independently but know when to engage stakeholders to build alignment and move initiatives forward. You have a strong bias toward structure and clarity, with a drive to improve and standardize existing processes. You are naturally curious, analytical, and able to connect data, systems, and workflows to business outcomes. You are energized by transforming messy, inconsistent environments into clean, scalable, and well-documented systems, and you take pride in building solutions that reduce manual effort and improve reliability over time.

Qualifications

• Possess deep expertise in Salesforce, including data architecture, reporting, and integrations; experience with NetSuite or a similar ERP platform is strongly preferred
• Think holistically about system integration and designing end-to-end process workflows (pipeline to revenue, deal lifecycle, billing alignment), and have a strong track record of driving measurable improvements to sales operations and reporting processes
• Have experience operating in a high-growth, evolving environment, where processes and systems are not fully defined and a proven track record of cleaning and standardizing complex, inconsistent datasets and implementing processes to maintain long-term data integrity
• Have 10+ years of experience in Revenue Operations, Sales Operations, or related roles, with demonstrated ownership of data, systems, and process improvements
• Be highly detail-oriented, with the ability to analyze complex datasets and translate them into clear, actionable insights
• Proactively seek feedback from key stakeholders and use it to continuously refine processes, systems, and reporting outputs
• Build strong cross-functional relationships and effectively collaborate with stakeholders while maintaining clear ownership of outcomes
• Demonstrate strong communication skills, with the ability to influence stakeholders and tailor messaging across technical and non-technical audiences
• Operate as a strong individual contributor, capable of owning initiatives end-to-end with minimal oversight
• Take initiative in ambiguous situations, independently identifying issues and driving solutions without requiring detailed direction
• Exhibit strong business judgment and organizational discipline, with a focus on scalability and long-term impact
• Be outcome-oriented and proactive, with a sense of urgency and a bias toward action
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus