RevOps Leader

Omatic • Full-time • Remote (Mt. Pleasant, South Carolina) • 1m ago

Role Overview
Own and scale Omatic’s revenue operations function by translating company strategy into repeatable systems, processes, and insights that drive predictable growth across all revenue segments.

Sales Forecasting, Analytics & Reporting

Develop and maintain sales analytics reports/dashboards and apply quantitative analysis/data visualization to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams
Manage sales quota forecasting and partner with sales to lead territory planning
Define and evolve operational performance metrics and resources
Own the GTM forecasting inputs into FP&A, translating pipeline health, bookings pacing, retention trends, and capacity assumptions into consistent, system-driven forecast views
Lead capacity, territory, and coverage planning analysis, incorporating AE ramp curves, quota deployment, productivity trends, account distribution, and whitespace to inform hiring, quota setting, and resource allocation
Oversee bookings, retention, and churn modeling, synthesizing cohort behavior, renewal pipelines, expansion patterns, and leading risk indicators to support forward-looking revenue planning
Set standards for AE performance reporting and analysis, ensuring consistent visibility into attainment, pipeline quality, deal mix, discounting behavior, and productivity versus expectations

Revenue Tech Stack Architecture & Requirements

Turn business questions into clear Salesforce and Gong requirements, working closely with a Salesforce Admin, and designing clean stage flows, data rules, and reporting that reinforce the right sales behaviors

Tactical Operations

Design and optimize lead lifecycle management from MQL to closed-won
Demand & campaign operations: standardize UTM taxonomy, campaign naming, attribution (first, last, multi-touch), and cost capture across HubSpot and Salesforce; connect ad platforms, ingest and reconcile spend, and manage event/webinar operations and statuses
Lead lifecycle, scoring, and governance: own lead/account scoring, segmentation, personas, tiers, and suppression rules; design and manage routing, recycling, SLAs, and clean automated handoffs between HubSpot and Salesforce
Ensure scalable order-to-cash workflows in partnership with Finance and Sales Ops
Define data quality standards and accountability across teams and apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes
Campaign operations and attribution: standardize UTM taxonomy, campaign naming, and member statuses; implement first/last touch plus multi‑touch attribution in HubSpot and Campaign Influence in Salesforce
Lead lifecycle governance: build and manage routing and recycle rules; develop reports to govern acceptance SLAs; build and manage clean and automated handoffs between HubSpot and Salesforce
Scoring and segmentation: build and maintain lead/account scoring, persona and tier models, and suppression rules
Channel ops and cost capture: connect ad platforms, ingest spend to campaigns, reconcile cost fields in SF/HS; track event/webinar ops and statuses
Process & Systems Architecture, Improvement, and Implementation
Improve overall sales performance through process improvement, system enhancements and best practice sharing
Facilitate Sales Leadership’s in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performance
Assist in process improvement and manage all aspects of Salesforce CRM and Gong including workflow, reporting, data integrity and maintenance
Engage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectively
Partner with IT teams to understand new capabilities available in Salesforce and Gong and assist in training sales representatives to use these capabilities

Recruiting Points

Personal Competencies

Strong analytical skills and engineering mindset with attention to detail
Ability to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidly
Strong written and verbal communication skills
Accustomed to working in a fast-paced environment
Team oriented
Incredibly strong work ethic
Excellent interpersonal skills

Experience

5+ years work experience in Revenue Operations in a high-velocity sales environment
Demonstrated experience partnering with senior Sales, Marketing, and Finance leaders
Proven ability to lead through influence without direct reports
Proven track record throughout career and education
Proven experience in developing, building and delivering quantitative metrics in a preferred
Direct experience in working with Salesforce
In-depth understanding of key Nonprofit data and fundraising process and business flows a plus

Technical Skills

Process modeling tools and best practices
Project management tools and best practices
Data modeling
Systems analysis and design
Advanced knowledge of Salesforce a plus
Competency with relational databases and SQL queries
Experience with visual analysis applications and sales intelligence software
Proficiency Microsoft Excel, PowerPoint, and other Microsoft Office Applications

Desired Certification

Bachelor's degree in Business, Mathematics, and/or Engineering or 5+ years’ experience in a related field
Salesforce Sales/Service Cloud Consultant, Salesforce Administrator or Salesforce Developer a plus