September 16
• Leads the execution of the sales team operations direction and strategy. • Aligns sales, marketing, and customer support processes to meet KPIs and manages teams. • Unifies and aligns operations, systems, and data for revenue teams. • Owns sales process, continually analyzes the pipeline, and recommends process changes. • Manages and optimizes go-to-market strategy with Division President and Lending Revenue Officer. • Implements and manages robust sales and marketing forecasting processes. • Finds new market opportunities, including research and financial modeling. • Runs deal review meetings with sales and cross-functional teams. • Serves as business owner of customer platform (Salesforce) and other systems. • Responsible for tracking partner and client health process and Net Promoter Score (NPS). • Applies an analyst and solution consultant mindset to improve metrics. • Works closely with Marketing to develop necessary sales tools and collateral. • Responsible for tracking sales forecasting process and compensation plans. • Actively participates in quarterly and annual planning.
• Bachelor's degree or equivalent education and work experience required. • Master’s degree preferred. • Typically, 12+ years of related experience. • 10+ years’ experience in Strategy and Revenue Operations roles. • Proven experience unlocking growth and productivity improvements with Sales, Customer Success, Revenue Support and/or Partnerships teams highly preferred. • 10+ years of experience managing and coaching employees. • Technologies: Fluent in Salesforce, Finastra (or other financial analysis/lending systems), ThoughtSpot, Power BI, Microsoft Office, and/or comparable project management suite. • Demonstrated ability to set, manage, and track against a set of diverse, strategic KPIs. • Demonstrated experience tracking core business metrics and driving decisions based on that data.
• Comprehensive benefits package • Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Annual performance-based incentive opportunity
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