Director, GTM Operations

Jobtailor; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a results-driven Revenue Operations leader in the U.S. to partner with regional sales leaders and translate priorities into executable plans. The role focuses on forecasting discipline, pipeline governance, and data-driven decision making.

You will own dashboards, reporting, and CRM analytics across Salesforce and Power BI, while coordinating with finance, order management, and marketing operations to optimize revenue growth.

Qualifications

• 5+ years of experience in Sales Operations or Revenue Operations.
• Experience partnering with VP-level sales leaders to drive performance.
• Strong forecasting, pipeline management, and sales-productivity skills.
• Deep knowledge of CRM, analytics, and reporting platforms.
• Experience with marketing operations, lead lifecycle, and campaign measurement.
• Ability to translate data into actionable recommendations in a matrixed environment.

Responsibilities

• Partner with sales leadership to convert priorities into operating plans and metrics.
• Lead weekly forecast calls, roll-ups, pipeline reviews, and performance updates.
• Set pipeline review standards and opportunity-management practices.
• Analyze pipeline, bookings, transactions, and KPIs to identify risks and growth.
• Define dashboard and reporting requirements for field and executive use.
• Drive CRM and analytics adoption; ensure data integrity across Salesforce & Power BI.
• Collaborate with Order Management and Finance on reporting and cross-functional improvements.

Skills

Sales Operations

Forecasting

CRM Proficiency

Dashboard Development

Marketing Operations Knowledge

Tools

Salesforce

Power BI

Einstein

CRM Tools

Analytics Platforms

Job description

• Partner with Regional and Segment Sales Leadership to turn sales priorities into operating plans, clear performance metrics, and disciplined field execution
• Lead weekly forecast calls, forecast roll-ups, pipeline reviews, and business performance reviews
• Establish pipeline-review standards and opportunity-management practices
• Analyze pipeline, bookings, transactions, and KPIs to identify risks, trends, and growth opportunities
• Develop dashboard and reporting requirements for field and executive stakeholders
• Drive CRM and analytics adoption and data integrity across Salesforce, Power BI, and related tools
• Partner with Sales Managers and Account Executives to remove operational friction and support new business, renewals, cross-sell, and upsell growth
• Partner with Marketing Operations to align lead lifecycle, routing, scoring, handoffs, service levels, and conversion visibility
• Establish campaign operations standards for campaign setup, segmentation, taxonomy, and data governance
• Measure lead, funnel, and campaign performance, attribution, pipeline contribution, and sourced or influenced revenue
• Coordinate with Order Management, Finance, and Global Sales Operations on transaction reporting, territory, quota, capacity, and cross-functional process improvements
• Report to the VP of Revenue Operations

Requirements

• 5+ years of experience in Sales Operations, Field Operations, Revenue Operations, or a related role
• SaaS and/or Healthcare experience preferred
• Experience partnering with Sales VPs, Sales Managers, and Account Executives to improve sales execution and business performance
• Strong knowledge of forecasting, pipeline and opportunity management, sales productivity, and sales operating rhythms
• Working knowledge of Marketing and Campaign Operations, including lead lifecycle, routing, scoring, campaign planning and measurement, data governance, and marketing automation platforms
• Strong proficiency with CRM and sales analytics tools; Salesforce preferred, with familiarity with Power BI, Einstein, or similar platforms
• Experience developing dashboards, reports, and business-performance views
• Ability to translate data into clear recommendations, communicate and influence in a matrixed environment, and manage multiple priorities with strong ownership and attention to detail
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process

Core Competencies

Demonstrates expertise in Sales Operations and Revenue Operations, with a strong focus on forecasting, pipeline management, and data-driven decision-making. Proficient in CRM tools like Salesforce and analytics platforms such as Power BI to enhance sales performance and operational efficiency.

Highest-signal resume keywords

• Sales Operations Experience
• Forecasting Expertise
• CRM Proficiency
• Dashboard Development
• Marketing Operations Knowledge

ATS Optimization Keywords

Hard Skills

• Sales Operations
• Forecasting
• Pipeline Management
• Sales Productivity
• Data Governance
• Campaign Planning
• Sales Analytics
• Dashboard Development
• Opportunity Management
• Performance Metrics

Soft Skills

• Communication
• Influencing
• Attention to Detail
• Ownership
• Multi-Priority Management

Industry Keywords

• SaaS
• Healthcare
• Revenue Operations
• Field Operations
• Marketing Automation

Tools & Technologies

• Salesforce
• Power BI
• Einstein
• CRM Tools
• Analytics Platforms