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Director, Revenue Operations

5 hours, 11 minutes ago
United States
Full-time
Senior
Sales Operations
Sales and Business Development
CRM HubSpot Machine Learning
Apply Now
K1x

K1x

K1X is a 'fintech' company specializing in AI automation software for K 1s, K 3s, and 990s. With a team of experts in the financial industry, we aim to revolutionize the K 1 experience by digitizing the traditionally analog process through our cutting-...

Internet Software & Services
51-250
Founded 2022
$15M raised
View All Jobs 9

Description

  • Run and refine the monthly forecasting process across new business, upsell, and renewals, including early-month submissions, validation, and accuracy benchmarking.
  • Support annual and mid-year revenue and quota planning by building models, validating inputs, and preparing systems and reporting for rollout.
  • Build and maintain HubSpot dashboards, reports, and views that provide visibility into revenue, pipeline, forecast accuracy, AE performance, and territory health.
  • Own the recurring monthly executive reporting package covering revenue, forecasting, sales performance, marketing analytics, territory and capacity, and revenue under management.
  • Maintain and expand whitespace reporting to identify expansion opportunities and improve territory optimization.
  • Design and operate the territory model, including segment cuts, account assignment, book balancing, and AE capacity tracking.
  • Own RUM reporting and renewal tracking, with dashboards and at-risk visibility for renewals, upsell, and territory cuts.
  • Own the deal approval operating model and workflow for pricing validation, discount governance, and cross-functional approvals in PandaDoc.
  • Track discounting trends, approval cycle times, and exception frequency, and drive process improvements.
  • Run and refine the Win/Loss program, including data capture, interview coordination, theme synthesis, and monthly distribution of insights.
  • Administer select sales tools and serve as a power user across the commercial sales tooling stack.
  • Own RevOps system setup for new hires, ensuring effective ramp on HubSpot views, deal flow, pipeline expectations, and reporting tools.

Requirements

  • 5+ years of experience in Revenue Operations, Sales Operations, GTM Operations, or Business Operations, ideally in B2B SaaS.
  • Demonstrated experience running and refining revenue processes such as forecasting cadence, deal approvals, and performance reporting.
  • Strong experience building reporting and workflows in CRM systems, with HubSpot strongly preferred.
  • Strong analytical capability with the ability to define metrics, build reporting frameworks, and turn insights into recommendations and action.
  • Experience partnering with Finance and Sales Leadership on pricing governance, approval workflows, quota planning, and compensation support.
  • Comfort working in imperfect data environments and improving instrumentation and data quality over time.
  • Strong cross-functional communication skills and ability to drive alignment across Sales, Account Management, Marketing, Finance, Service Operations, and Product.
  • Experience with PandaDoc, CPQ, or quote-to-cash processes is preferred.
  • Experience operationalizing AI or automation tools in commercial workflows is preferred.
  • Ability to work in a fast-moving, highly collaborative environment with high personal ownership.

Benefits

  • Unlimited vacation policy, sick time, and holidays.
  • Paid parental leave.
  • Fully remote opportunity.
  • Healthcare benefits.
  • 401(k) plan.
  • Scaleup culture.

Interested in this position?

Apply directly on the company website

Apply Now

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