Revenue Operations Lead
Xylem · Pittsburgh, PA · 4 mo ago
ManagementFull-time
Key Responsibilities
- Own and optimize the end to end revenue processes, including opportunity management, forecasting, and booking recognition.
- Establish standardized pipeline definitions, stage criteria, and governance to ensure data consistency and reliability.
- Partner with Sales leadership to improve pipeline quality, deal velocity, and conversion rates.
- Monitor revenue performance, identify risks and opportunities, and recommend corrective actions.
- Develop and maintain executive-ready dashboards and reporting (e.g., bookings, win rates, pipeline health, forecast accuracy).
- Conduct recurring and ad hoc analysis to identify trends, gaps, and growth opportunities.
- Translate complex data into clear insights and actionable recommendations for leadership.
- Ensure a single, trusted source of truth across reporting platforms (e.g., CRM, BI tools).
- Serve as the business owner for CRM and adjacent revenue systems (e.g., Salesforce, Dynamics, marketing automation).
- Ensure data integrity, field definitions, workflow design, and system adoption.
- Partner with IT and Commercial Excellence teams on system enhancements, integrations, and roadmap planning.
- Lead change management, training, and enablement related to process or system updates.
- Design, document, and continuously improve scalable revenue processes across regions and business units.
- Establish governance models, operating cadences, and performance KPIs.
- Reduce friction and manual effort through automation and process simplification.
- Ensure compliance with internal policies and commercial operating standards.
- Act as a trusted partner to Sales, Marketing, Finance, and Commercial Excellence leaders.
- Support annual planning, territory and quota design, incentive alignment, and capacity modeling (where applicable).
- Align revenue processes with broader business priorities and growth strategies.
- Influence without authority and drive cross-functional alignment.
Required Qualifications
- Bachelor’s degree in Business, Finance, Analytics, or related field.
- 5+ years of experience in Revenue Operations, Sales Operations, Business Operations, or similar roles.
- Deep experience with CRM systems (e.g., Salesforce) and reporting tools.
- Strong analytical skills with the ability to translate data into clear recommendations.
- Proven ability to manage cross-functional initiatives and influence without direct authority.
- Experience with Power BI, Tableau, or similar analytics platforms.
Preferred Qualifications
- Experience supporting B2B, enterprise, or multi-channel sales organizations.
- Familiarity with pricing, incentives/compensation, and forecasting models.
- MBA or equivalent experience a plus.