Director of Revenue Operations at Planday driving commercial growth and optimizing operational strategies. Lead a high - performing Revenue Operations team to enhance business performance and efficiency.
About the role
- Senior Manager of Revenue Operations at David Energy responsible for scaling operations and implementing systems for revenue generation. Collaborating with teams to optimize customer acquisition and retention.
Responsibilities
- Design and implement scalable revenue operations processes across the entire customer lifecycle (lead generation → customer acquisition → expansion → retention)
- Own revenue forecasting, pipeline management, and performance analytics to drive predictable growth
- Develop and maintain revenue metrics, dashboards, and KPIs that provide actionable insights to leadership
- Create and optimize sales and customer success playbooks, processes, and workflows
- Lead quarterly business reviews and revenue planning cycles
- Serve as the primary administrator and strategic owner of our CRM (Salesforce) and revenue tech stack
- Implement and optimize integrations between sales, marketing, and customer success tools
- Evaluate, implement, and manage new revenue tools and technologies to support scaling operations
- Ensure data integrity and governance across all revenue systems
- Build automated workflows and reporting to eliminate manual processes
- Partner with sales leadership to design and optimize sales processes, territories, and compensation plans
- Develop customer success processes for onboarding, expansion, and retention
- Implement and optimize lead routing, qualification, and handoff processes
- Support pricing and deal approval workflows
- Build comprehensive revenue reporting and analytics capabilities
- Conduct analysis on conversion rates, sales cycle efficiency, customer acquisition costs, and lifetime value
- Identify bottlenecks and optimization opportunities across the revenue funnel
- Provide data-driven recommendations to improve team performance and business outcomes
- Track and report on progress against revenue targets and operational metrics
- Work closely with marketing to optimize lead generation, nurturing, and attribution
- Partner with finance on revenue recognition, forecasting, and financial planning
- Collaborate with product on usage analytics and feature adoption tracking
- Support customer success on expansion, retention, and health scoring initiatives
Requirements
- 5-7 years of experience in revenue operations, sales operations, or business operations roles
- 3+ years of experience in a high-growth SaaS or technology company
- Expert-level proficiency with CRM systems (Salesforce preferred) including custom objects, workflows, and reporting
- Strong analytical skills with experience in data visualization tools (Tableau, Looker, or similar)
- Proven track record of building and scaling revenue operations in a Series A/B environment
- Experience with sales and marketing automation tools (Outreach, Salesloft, Marketo, etc.)
Benefits
- Group medical and dental insurance
- Flexible vacation / PTO policy
- 401(k) plan
- Hybrid office culture, with team members working remotely and from our office in NYC
- A supportive and inclusive work environment where your contributions are valued.
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Director of Revenue Operations defining and managing Planday’s commercial operating model and growth strategies. Leading a team to improve revenue operations and organizational efficiency at Planday.
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