Director of Revenue Operations

Document CrunchAlpharetta, GA
26dHybrid

About The Position

Document Crunch is seeking a dynamic and results-oriented Director of Revenue Operations to lead and optimize revenue-generating processes across the customer lifecycle. This role is critical to driving alignment, efficiency, and data-informed decision-making across our Sales, Marketing, Customer Success, and Finance teams. The ideal candidate will possess a deep understanding of B2B SaaS business models and a passion for building infrastructure and processes to support a fast growth and high-performance environment. As the Director of RevOps, you will be responsible for building a seamless RevOps function from the ground up, responsible for streamlining end-to-end processes, enabling our go-to-market teams to focus on growth and customer satisfaction, and establishing foundational data hygiene. You’ll report to the Chief Financial Officer and work closely with other senior leaders to define and execute our growth strategy. Success in this role requires comfort operating in ambiguity, rolling up sleeves, and turning imperfect data into actionable insight.

Requirements

  • Bachelor's degree in Business, Finance, Analytics, or related field; MBA or other relevant advanced degree preferred
  • 8+ years of professional experience in revenue operations, accounting, analytics, or finance preferably at a venture backed B2B SaaS startup
  • Ability to work in our Alpharetta office at least two days per week
  • Demonstrated experience building and leading cross-functional teams and aligning them toward common revenue goals
  • Proficiency in Salesforce, Leandata, CPQ tools and other Go-To-Market platforms such as (Hubspot, Momentum, etc.).
  • Strong analytical skills and proficiency with excel & BI/reporting tools (such as Metabase, Maxio) with knowledge of SQL a plus
  • Excellent communication skills, both written and verbal, with the ability to craft and present a narrative from the data to cross functional stakeholders.

Responsibilities

  • Strategic Leadership:
  • Build the Revenue Operations function by designing and executing strategies to align Sales, Marketing, and Customer Success with the company’s overall revenue goals.
  • Develop and execute a RevOps roadmap that with input from key stakeholders that maximizes customer acquisition, expansion, and retention.
  • Foster a culture of continuous improvement, transparency, and collaboration across all revenue-driving departments.
  • This role will initially be hands-on and individual contributor-focused, with the opportunity to transition into people management as operational needs grow.
  • Process Optimization and Systems Governance:
  • Standardize and streamline processes across sales, marketing, and customer success to ensure consistent and scalable operations.
  • Identify and implement process improvements in lead scoring, lead routing, pipeline management, forecasting, customer health, pricing/quoting, and account management.
  • Work closely with the GTM teams to rationalize and optimize tech stack and automations, ensuring tools are integrated and aligned with revenue objectives.
  • Experience building, implementing, and monitoring compensation plans
  • Data and Analytics:
  • Build and manage a robust analytics framework for tracking revenue metrics, customer health, pipeline efficiency, churn, and retention.
  • Own revenue data integrity across systems, including definitions, hygiene, and reconciliation
  • Provide data-driven insights to forecast revenue, identify growth opportunities with territory analysis, and assess the performance of go-to-market initiatives.
  • Own revenue-related reporting dashboards, making sure stakeholders have visibility into key performance metrics and trends.
  • Collaboration and Cross-Functional Alignment:
  • Act as a liaison between Marketing, Sales, Customer Success, and Finance to ensure cohesive revenue strategies and smooth handoffs across teams.
  • Collaborate with Product and Finance to align pricing, packaging, and new product launches with revenue growth targets.
  • Champion customer-centricity across teams to ensure the customer experience is optimized at each stage of the journey.
  • Revenue Forecasting and Goal Setting:
  • Lead the planning process for revenue forecasting, setting quarterly targets and KPIs in collaboration with finance and sales leaders.
  • Monitor and adjust forecasts in real time to adapt to changing market conditions and business needs.

Benefits

  • World class medical, dental, and vision benefits
  • Participation in the employee stock option program
  • Flexible Time Off Policy
  • Ability to participate in our 401k
  • Company paid Short Term Disability, Long Term Disability and Life Insurance
  • Paid Parental Leave
  • Monthly technical allowance
  • Getting in close to the ground floor of an incredibly high-growth business
  • Substantial internal growth opportunities and emphasis on personal & professional development
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