Director of Revenue Operations
Remote
JobCard.seniorityLevels.senior_level
JobCard.employmentTypes.full_time
Top Benefits
Competitive salary with incentives and comprehensive health & dental insurance
RRSP / 401k match for retirement savings
Tech stipend for home office setup
About the role
At Clearco, we're committed to driving sustainable revenue growth through operational excellence and data-driven decision making. We're seeking an experienced Director, Revenue Operations to optimize our revenue-generating processes and systems. This role will be responsible for executing revenue operations strategy, managing cross-functional initiatives, and ensuring seamless alignment between Sales, Marketing, and Customer Success teams.
Key Responsibilities
Revenue Process Management
- Execute and continuously optimize revenue processes across Sales, Marketing, and Customer Success teams
- Implement standardized methodologies for lead qualification, opportunity management, and customer lifecycle processes
- Drive process automation and workflow optimization to eliminate bottlenecks and increase efficiency
Data & Analytics Management
- Maintain revenue data integrity across all systems and ensure accurate, real-time visibility into pipeline and performance
- Build and maintain comprehensive reports and dashboards that provide actionable insights to leadership and teams
- Conduct analysis on revenue metrics, conversion rates, and sales cycle optimization opportunities
Technology Stack Optimization
- Manage and optimize our revenue technology ecosystem including Salesforce, HubSpot, and integrated platforms
- Support evaluation, selection, and implementation of new revenue tools and technologies
- Ensure seamless data flow and integration between marketing automation, CRM, and customer success platform s
Cross-Functional Collaboration
- Partner closely with Sales, Marketing, and Customer Success teams to drive alignment and optimize performance
- Support leadership in establishing revenue targets, forecasting models, and growth strategies
- Collaborate with Finance and HR teams on revenue planning and resource allocation
Forecasting & Planning Support
- Support revenue forecasting process and provide accurate, data-backed insights to executive team
- Execute territory planning, quota setting, and capacity modeling frameworks
- Maintain revenue planning models that support scaling decisions
Commission & Compensation Operations
- Manage commission calculations and compensation plan administration for revenue teams
- Ensure accurate and timely commission payouts across all revenue-generating roles
- Support design and optimization of commission structures and compensation plans
- Execute territory assignments and quota distribution processes
- Analyze commission plan effectiveness and recommend improvements
Process Improvement & Automation
- Identify and implement process improvements and automation opportunities across the revenue organization
- Create and maintain documentation for revenue operations processes and procedures
- Support training and adoption of new processes and tools across teams
Requirements
Experience
- 5-7 years of experience in revenue operations, sales operations, or similar analytical roles
- Experience in high-growth B2B SaaS or technology environments
- Proven track record of managing complex projects and cross-functional initiatives
Technical Expertise
- Advanced proficiency in Salesforce administration and reporting
- Strong experience with marketing automation platforms (HubSpot, Marketo, Pardot)
- Advanced Excel/Google Sheets skills and experience with BI tools (Tableau, Looker, PowerBI)
- Experience with commission calculation tools and processes
Analytical & Communication Skills
- Strong analytical and problem-solving abilities with demonstrated capacity to use data for decision-making
- Excellent communication and presentation skills with ability to work across all organizational levels
- Proven ability to translate complex data into actionable business insights
Business Acumen
- Strong understanding of B2B sales cycles and revenue models
- Experience with revenue planning, forecasting, and financial analysis
- Knowledge of commission structures and compensation planning
Education
- Bachelor's degree in Business, Finance, Operations, or related analytical field
- Relevant certifications (Salesforce Administrator, HubSpot) highly valued
Industry Knowledge
- Experience in fintech, alternative lending, or financial services preferred
- Understanding of complex B2B sales cycles and multi-stakeholder decision processes
- Knowledge of compliance and regulatory considerations in financial services is a pl us
What we offer
- Working with a passionate and supportive team, and finding a sense of belonging in the #Clearcrew
- Competitive salaries and incentives, plus comprehensive health and dental insurance
- A tech stipend to create your ideal work-from-home environment
- Mental health support and professional development opportunities in a culture that emphasizes work-life balance and transparency
- The chance to participate in high-impact work at a mission driven organization
- RRSP / 401k Match
Director of Revenue Operations
Remote
JobCard.seniorityLevels.senior_level
JobCard.employmentTypes.full_time
Top Benefits
Competitive salary with incentives and comprehensive health & dental insurance
RRSP / 401k match for retirement savings
Tech stipend for home office setup
About the role
At Clearco, we're committed to driving sustainable revenue growth through operational excellence and data-driven decision making. We're seeking an experienced Director, Revenue Operations to optimize our revenue-generating processes and systems. This role will be responsible for executing revenue operations strategy, managing cross-functional initiatives, and ensuring seamless alignment between Sales, Marketing, and Customer Success teams.
Key Responsibilities
Revenue Process Management
- Execute and continuously optimize revenue processes across Sales, Marketing, and Customer Success teams
- Implement standardized methodologies for lead qualification, opportunity management, and customer lifecycle processes
- Drive process automation and workflow optimization to eliminate bottlenecks and increase efficiency
Data & Analytics Management
- Maintain revenue data integrity across all systems and ensure accurate, real-time visibility into pipeline and performance
- Build and maintain comprehensive reports and dashboards that provide actionable insights to leadership and teams
- Conduct analysis on revenue metrics, conversion rates, and sales cycle optimization opportunities
Technology Stack Optimization
- Manage and optimize our revenue technology ecosystem including Salesforce, HubSpot, and integrated platforms
- Support evaluation, selection, and implementation of new revenue tools and technologies
- Ensure seamless data flow and integration between marketing automation, CRM, and customer success platform s
Cross-Functional Collaboration
- Partner closely with Sales, Marketing, and Customer Success teams to drive alignment and optimize performance
- Support leadership in establishing revenue targets, forecasting models, and growth strategies
- Collaborate with Finance and HR teams on revenue planning and resource allocation
Forecasting & Planning Support
- Support revenue forecasting process and provide accurate, data-backed insights to executive team
- Execute territory planning, quota setting, and capacity modeling frameworks
- Maintain revenue planning models that support scaling decisions
Commission & Compensation Operations
- Manage commission calculations and compensation plan administration for revenue teams
- Ensure accurate and timely commission payouts across all revenue-generating roles
- Support design and optimization of commission structures and compensation plans
- Execute territory assignments and quota distribution processes
- Analyze commission plan effectiveness and recommend improvements
Process Improvement & Automation
- Identify and implement process improvements and automation opportunities across the revenue organization
- Create and maintain documentation for revenue operations processes and procedures
- Support training and adoption of new processes and tools across teams
Requirements
Experience
- 5-7 years of experience in revenue operations, sales operations, or similar analytical roles
- Experience in high-growth B2B SaaS or technology environments
- Proven track record of managing complex projects and cross-functional initiatives
Technical Expertise
- Advanced proficiency in Salesforce administration and reporting
- Strong experience with marketing automation platforms (HubSpot, Marketo, Pardot)
- Advanced Excel/Google Sheets skills and experience with BI tools (Tableau, Looker, PowerBI)
- Experience with commission calculation tools and processes
Analytical & Communication Skills
- Strong analytical and problem-solving abilities with demonstrated capacity to use data for decision-making
- Excellent communication and presentation skills with ability to work across all organizational levels
- Proven ability to translate complex data into actionable business insights
Business Acumen
- Strong understanding of B2B sales cycles and revenue models
- Experience with revenue planning, forecasting, and financial analysis
- Knowledge of commission structures and compensation planning
Education
- Bachelor's degree in Business, Finance, Operations, or related analytical field
- Relevant certifications (Salesforce Administrator, HubSpot) highly valued
Industry Knowledge
- Experience in fintech, alternative lending, or financial services preferred
- Understanding of complex B2B sales cycles and multi-stakeholder decision processes
- Knowledge of compliance and regulatory considerations in financial services is a pl us
What we offer
- Working with a passionate and supportive team, and finding a sense of belonging in the #Clearcrew
- Competitive salaries and incentives, plus comprehensive health and dental insurance
- A tech stipend to create your ideal work-from-home environment
- Mental health support and professional development opportunities in a culture that emphasizes work-life balance and transparency
- The chance to participate in high-impact work at a mission driven organization
- RRSP / 401k Match