About the role

  • Director of Business Operations at Wellspring overseeing Salesforce and revenue operations. Driving alignment across Sales, Marketing, and Customer Success with strategic initiatives.

Responsibilities

  • Own the end-to-end strategy, roadmap, and governance for Salesforce and adjacent revenue systems.
  • Ensure systems scale with company growth while maintaining data integrity, performance, security, and usability.
  • Translate business and revenue objectives into clear system requirements, prioritization, and delivery plans.
  • Own and enforce a single source of truth across Salesforce, finance systems, and analytics platforms.
  • Serve as the executive owner of Salesforce, including architecture, data model, automation, integrations, and GTM workflows.
  • Ensure Salesforce fully supports pipeline management, forecasting accuracy, territory and quota models, customer lifecycle visibility, and expansion tracking.
  • Partner with internal admins, developers, and external vendors to deliver scalable, high-quality solutions.
  • Oversee release management, testing, documentation, change management, and user enablement.
  • Act as a strategic RevOps partner to leaders across Sales, Marketing, Customer Success, Finance, and IT.
  • Drive alignment on revenue processes, definitions, metrics, and operating cadence across the GTM organization.
  • Partner closely with Sales Leadership on quota setting, pipeline coverage models, forecasting methodology, and inspection metrics.
  • Balance competing stakeholders’ needs while maintaining a cohesive and scalable systems and process strategy.
  • Own and optimize end-to-end Lead-to-Cash and Customer Lifecycle processes.
  • Identify operational inefficiencies and design scalable workflows that improve sales productivity and customer experience.
  • Establish and document operational standards, governance, and best practices across revenue systems.
  • Create and deliver clear, compelling executive presentations on revenue performance, system health, and roadmap progress.
  • Translate complex system and data concepts into business-relevant insights and recommendations.
  • Provide regular updates to executives on risks, trade-offs, and opportunities related to revenue operations and systems.
  • Define and maintain core revenue metrics and KPIs, including ARR, NRR, GRR, CAC, pipeline velocity, win rates, and expansion metrics.
  • Ensure reliable dashboards and reporting that support forecasting accuracy, performance management, and strategic planning.
  • Partner with Finance and Analytics teams to maintain reporting consistency and data trust.
  • Build, mentor, and manage a team of systems administrators, analysts, and/or contractors as the function scales.
  • Manage external vendors and implementation partners, ensuring delivery quality, cost efficiency, and alignment with internal priorities.

Requirements

  • 5–10+ years of experience in Business Operations, Revenue Operations, or Systems leadership roles.
  • Proven ability to operate as a strategic advisor to CRO, CCO, and CFO on revenue performance, forecasting, and operational trade-offs.
  • Deep, hands-on Salesforce expertise (Sales Cloud required; CPQ, Service Cloud, or marketing integrations preferred).
  • Demonstrated experience leading cross-functional, revenue-impacting initiatives in a growing software or SaaS company.
  • Strong executive communication, presentation, and stakeholder management.
  • Strong analytical capability with the ability to turn data into clear insights and action-oriented recommendations.
  • Preferred Salesforce certifications (Administrator, Advanced Administrator, App Builder).
  • Experience scaling revenue systems in companies between $25M–$150M ARR.
  • Familiarity with tools such as HubSpot or Marketo, NetSuite, Zendesk, DealHub, or similar.
  • Experience owning or supporting Lead-to-Cash and Quote-to-Cash process frameworks.

Benefits

  • Health insurance
  • Professional development
  • Flexible working arrangements

Job title

Director, Business Operations

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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