Our client is a growth equity firm that partners with software companies to help them realize their full potential. They have helped many SaaS firms to scale rapidly.
We are looking for a high impact, experienced revenue operations leader with at least five years of operational experience across sales, marketing, customer success experience.
About you:
You will drive best practices across all of the firm’s deal sourcing channels (direct, banker/broker, partner)
You will own all systems and processes used for sourcing, managing, and reporting on the investment process
You will participate in strategic planning and review cycles
Analyzing operating data and providing feedback and recommendations to improve the efficiency and effectiveness of our investment team
What you will do:
Partner with the Senior Investment and Associate teams to drive best practices and operational excellence across our direct origination program
Own, maintain, and optimize all internal systems and processes used for sourcing, managing, and reporting on the investment team workflow, including but not limited to Salesforce, Salesloft, SourceScrub, and Clay among other tools
Partner with other internal resources and third-parties to drive ongoing optimization of our CompassTM machine learning model and data warehouse in AWS
Support team members on internal initiatives, such as investor reporting and database management
Helping install forecasting processes to drive accuracy and predictability in the investment team pipeline
Supporting improved pipeline management practices and designing updates to CRM and sales acceleration tools
Conducting analyses to help find inefficiencies and recommend changes to our Associate outreach strategies and tactics
Conducting segmentation and account scoring analyses to help identify and prioritize target companies
Helping establish measurable KPIs to track the efficiency and effectiveness of our direct origination program
Partner with the Investment Team to drive our operating cadence of pipeline meetings and management, quarterly and mid-year reviews, and annual planning and goalsetting
Own and manage an annual budget for investment team technology and third-party resources (SFDC consultant, data scientists, etc.), along with all vendor relationships
What you will need:
Track record of success in delivering cross-functional revenue operations initiatives
Strong analytical skillset and experience leveraging data and systems to improve performance
Background working with PE/VC direct origination operations and/or growth stage software companies (ideally in the $5-100 million ARR range)
Previous experience working directly with sales, marketing, customer success leadership, or in a similar role at PE/VC firm with a direct origination model
Strategic thinker, hands-on, metrics driven, growth-oriented with a sense of urgency
Executive presence and ability to command respect while interacting with the Investment Team
Salesforce Administrator Certified
Familiarity with Python data science and visualization libraries
Fluent in SQL, Apex, SOQL
AWS SageMaker certified
Comfortable developing with REST and SOAP APIs
Understanding of production ready ML and AI models
Seniority level
Director
Employment type
Full-time
Job function
Sales, Finance, and Business Development
Industries
Software Development
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