Role Overview
This is a foundational role in Totara’s commercial organisation. You will be both strategist and doer: setting up the core Revenue Operations infrastructure, processes, and reporting that enable predictable and scalable growth.
You’ll partner with Sales, Channel, Marketing, and Customer Success to:
- Ensure data quality and visibility in HubSpot
- Work with our FP&A team to build a commercial reporting suite (pipeline, performance, forecasting)
- Streamline lead, opportunity, and renewal processes
- Support better decision-making through insights and analysis
- Create the backbone for a future Revenue Operations team that you will lead
Key Responsibilities
Commercial Infrastructure & Systems
- Work closely with our Marketing Operations Manager to support the HubSpot CRM (sales, marketing, and partner management modules), ensuring data integrity, adoption, and optimisation.
- Implement scalable processes for lead management, opportunity tracking, forecasting, renewals, and upsell motions.
- Evaluate and recommend RevOps tech stack additions (e.g., enablement tools, forecasting tools, BI integrations).
- Lead change management and adoption of new processes/tools, ensuring frontline alignment and training of tech stack.
Data, Reporting & Insights
- Design and deliver dashboards and reports for CCO, senior leadership, and frontline managers.
- Provide analysis on pipeline health, conversion rates, sales velocity, partner performance, and churn risk.
- Drive a culture of data-informed decision-making.
- Own forecasting cadence and accuracy governance, ensure Sales and CPM’s accountability in pipeline hygiene.
Process Design & Enablement
- Map and optimise the end-to-end revenue process across marketing, sales, channel, and customer success.
- Continue our existing work to standardise definitions and metrics (e.g., lead stages, opportunity stages, forecast categories).
- Work closely with FP&A to align pipeline reporting with revenue forecasting models.
Cross-Functional Partnering
- Collaborate with Marketing on lead scoring, campaign attribution, and funnel optimisation.
- Support Partner Management with channel reporting, partner tier tracking, and performance insights.
- Partner with Customer Success on renewal processes, churn analysis, and expansion tracking.
Requirements
- 4+ years in Revenue Operations, Sales Operations, or related roles in a SaaS or tech business (channel experience a plus).
- Hands-on expertise with HubSpot CRM (essential) — including custom reporting, automation, and integrations.
- Strong data and analytics skills; confident with tools like Excel/Google Sheets, BI dashboards, and CRM data structures.
- Experience implementing and optimising commercial processes in a high-growth environment.
- Proven ability to work cross-functionally and communicate with both senior leaders and frontline teams.
Mindset & Attributes
- Builder mentality — enjoys creating structure from a blank slate.
- Analytical but action-oriented — comfortable switching between strategic thinking and hands-on execution.
- Commercially savvy — understands the link between process, data, and revenue outcomes.
- Collaborative and persuasive — can get buy-in for new processes and tools.
What We Offer
- Opportunity to design and own the Revenue Operations function from the ground up.
- Work with a global, mission-driven SaaS company at a pivotal growth stage.
- Flexible hybrid working environment and supportive leadership.
- Great package, benefits, private healthcare
- Career progression — this role can evolve into a Head of Revenue Operations role as the team scales