Revenue Operations Lead

About the role

Harper is an AI-native commercial insurance company rebuilding the business as software. The role permanently owns the definitions, system behavior, routing, forecast, and instrumentation behind Harper's revenue funnel, ensuring an inspectable revenue system across SF, Atlanta, and New York offices.

Responsibilities

• Own funnel definitions: maintain canonical meaning, entry rule, exit rule, source, and accountable owner for each revenue state.
• Own CRM behavior: define and maintain fields, validations, automations, permissions, and state transitions around the canonical funnel.
• Own routing: keep assignment logic, exceptions, ownership changes, and escalation paths inspectable and tested.
• Own forecasting: publish forecast method, inputs, assumptions, version, and variance back to actual booked revenue.
• Own revenue instrumentation: make demand, contact, intake, quote, close, bind, and booked revenue reconcile to source records.
• Run funnel analysis: find where volume, conversion, speed, or handoffs break and turn findings into specific operating actions.
• Protect routing and ownership: ensure every live opportunity has the right owner, next action, and escalation path.
• Partner with operators: work in sales, intake, placement, and service workflows before changing them.
• Automate repeat work with controls: use enrichment, generated notes, task creation, quality checks, and reporting only when source, failure state, and human correction path remain visible.
• Measure the change: prove whether a workflow, campaign, routing decision, or sales motion changed conversion, speed, or revenue.

Qualifications

• Experience owning revenue operations, sales operations, growth operations, or a comparable operating system in a fast‑growing company.
• Understanding of CRM architecture, lifecycle stages, routing, attribution, forecasting, and pipeline hygiene.
• Ability to write SQL or work directly with data to test claims.
• Skill moving from analysis to operating change and measuring impact.
• Ability to partner with sales leaders and frontline operators without turning every problem into a process meeting.
• Experience operating generated notes, enrichment, routing, task creation, or reporting automations with visible source data, failure states, and correction paths.
• Focus on booked revenue and conversion rather than dashboard activity.
• Based in San Francisco or ready to relocate.

Benefits

• Health, dental, and vision insurance
• Commuter benefits
• Team meals and snacks

Process

• Founder screen — initial fit and alignment
• On‑site day — meet the team, work through real scenarios

How to apply

Send your resume and a short revenue‑operations example. Describe one funnel or CRM problem that looked like a data issue but was really an operating issue, how you proved it, what you changed, and the revenue or conversion result.