Director of RevOps

Storm2; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

Storm2 seeks an experienced Director of Revenue Operations to lead strategy and execution of Sales, Marketing, and Partnerships Operations. You will optimize processes, drive reporting, forecasting, and cross-functional alignment while managing onshore and offshore resources.

The role requires deep Salesforce expertise, strong analytical skills, and a track record of scalable revenue enablement in a fast-growing fintech environment.

Qualifications

• Bachelor’s Degree required.
• Salesforce Administrator Certification (or equivalent) required.
• 5+ years of hands-on Salesforce experience.
• 3+ years managing and coaching teams, including offshore resources.
• 2+ years administering a highly complex Salesforce environment within Financial Services.
• Strong budgeting, forecasting, sales planning, and KPI analysis experience.
• Experience auditing Salesforce environments and optimizing workflows.
• Expertise managing Salesforce APIs, Apex integrations, and external platforms.
• Proven track record designing and implementing reporting frameworks and operational processes.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, high-growth environment.
• Strong stakeholder management skills with executive, business, and tech teams.

Responsibilities

• Lead Revenue Operations across Sales, Marketing, and Partnerships.
• Manage and develop a team of onshore and offshore Operations professionals.
• Act as a strategic partner to executive leadership and department heads.
• Prioritize and oversee key operational initiatives, projects, and issues.
• Coordinate forecasting, planning, and budgeting across revenue-generating functions.
• Establish and monitor KPIs to drive performance.
• Ensure consistency, quality, and accuracy across reporting and data.
• Partner with Sales Leadership on quota planning and performance expectations.
• Own and optimize Salesforce ecosystem and revenue technologies.
• Oversee APIs, partner integrations, and commission workflows.
• Gather requirements and work with technical teams to deliver solutions.
• Maintain CRM data integrity, governance, and compliance standards.

Skills

Strategic leadership

Stakeholder management

Analytical thinking

Process optimization

Forecasting & budgeting

Cross-functional collaboration

Education

Bachelor's Degree

Salesforce Certification

Tools

Salesforce

Salesforce APIs

Apex integrations

Job description

DirectorofRevenueOperations

AbouttheCompany

Ourclientisahigh-growthfintechlenderthathasprovidedover$5Binfundingtomorethan55,000SMBsnationwide.Followingsignificantrecentinvestment,thecompanyiscontinuingtoscaleitsgo-to-marketteamsandrevenueinfrastructuretosupportitsnextphaseofgrowth.

TheOpportunity

WeareseekinganexperiencedDirectorofRevenueOperationstoleadthestrategyandexecutionofSales,Marketing,andPartnershipsOperations.

Thisindividualwillberesponsibleforoptimizingtheoperationalfunctionsthatsupportrevenue-generatingteams,drivingprocessimprovement,systemenhancements,reporting,forecasting,andcross-functionalalignment.Therolewillmanagebothonshoreandoffshoreresourceswhilepartneringcloselywithexecutiveleadership,departmentheads,andtechnicalteamstocreateascalableandefficientrevenueengine.

Thispositionrequiresauniqueblendofleadership,operationalexcellence,analytics,andstrategicthinking,withastrongfocusoneliminatingbottlenecksandimprovingtheend-to-endcustomerjourney.

KeyResponsibilities

RevenueOperationsLeadership

• LeadRevenueOperationsacrossSales,Marketing,andPartnerships.
• ManageanddevelopateamofonshoreandoffshoreOperationsprofessionals.
• Actasastrategicpartnertoexecutiveleadershipanddepartmentheads.
• Prioritizeandoverseekeyoperationalinitiatives,projects,andbusiness-criticalissues.

Forecasting,Planning&Analytics

• Coordinateforecasting,planning,andbudgetingacrossrevenue-generatingfunctions.
• EstablishandmonitorKPIstodrivebusinessperformance.
• Ensureconsistency,quality,andaccuracyacrosssalesreportingandoperationaldata.
• PartnerwithSalesLeadershiponquotaplanningandperformanceexpectations.

ProcessOptimization

• ContinuallyassessandimproveworkflowsacrossSales,Marketing,andPartnerships.
• Developandexecuteleaddistributionstrategiesthatmaximizeconversionandefficiency.
• Identifyopportunitiesforoperationalimprovementsanddriveimplementation.
• Deliveraseamlesscustomerjourneythroughprocessalignmentandoptimization.

Systems&Technology

• OwnandoptimizetheSalesforceecosystemandassociatedrevenuetechnologies.
• ImplementandmanageSalesEnablementtoolsandprocesses.
• OverseeAPIintegrations,partnerintegrations,andcommissionapprovalworkflows.
• Gatherbusinessrequirementsandworkcloselywithtechnicalstakeholderstodeliversolutions.

DataGovernance&Compliance

• MaintainCRMdataintegrity,qualityassurancestandards,andcompliancerequirements.
• Establishbestpracticesarounddataprivacy,security,andgovernance.
• OverseeSalesforceShieldandrelatedsecurityinitiatives.
• Ensureaccurateandactionableintelligenceisdeliveredacrosstheorganization.

Requirements

• Bachelor’sDegreerequired.
• SalesforceAdministratorCertification(orequivalentSalesforceCertification)required.
• 5+yearsofhands-onSalesforceexperience.
• 3+yearsmanagingandcoachingteams,includingoffshoreresources.
• 2+yearsadministeringahighlycomplexSalesforceenvironmentwithinFinancialServices.
• Strongexperiencewithbudgeting,forecasting,salesplanning,andKPIanalysis.
• ExperienceauditingSalesforceenvironmentsandoptimizingworkflows.
• ExpertisemanagingSalesforceAPIs,Apexintegrations,andexternalplatforms.
• Proventrackrecorddesigningandimplementingreportingframeworksandoperationalprocesses.
• Excellentanalytical,organizational,andproblem-solvingskills.
• Abilitytomanagemultipleprioritiesinafast-paced,high-growthenvironment.
• Strongstakeholdermanagementskillswithexperiencepartneringacrossexecutive,business,andtechnicalteams.

PreferredBackground

• Fintech,lending,financialservices,payments,orB2BSaaSexperience.
• Experiencesupportinghigh-volumetransactionalsalesorganizations.
• DeepunderstandingofRevenueOperationsbestpracticesacrossSales,Marketing,andPartnerships.
• Experiencescalingprocessesandsystemswithinafast-growingorganization.
• FamiliaritywithmodernRevOpstechnologystacksandautomationtools.

IdealCandidate

TheidealcandidateisastrategicRevenueOperationsleaderwithdeepSalesforceexpertiseandapassionforbuildingscalableprocesses.Theyareequallycomfortabledevelopinglong-termstrategyandrollinguptheirsleevestoexecute,whiledrivingalignmentacrossGTMteamsandenablingsustainablerevenuegrowth.