Head of Revenue Operations & Forecasting

Automated Financial Systems, LLC; Exton (PA); On-site; USD 180,000 - 280,000; Full time

Job summary

Automated Financial Systems, LLC is seeking a VP of Sales Operations to own the operating and measurement discipline of the sales organization. You will design and govern sales processes, account planning, pipeline and bookings forecasting, quota, compensation, CRM/SFDC, pricing execution, and deal desk governance to drive growth.

You will lead systems, data quality, and analytics to provide real-time visibility to the CRO, CFO, and CEO, and partner with cross-functional leaders to align

Qualifications

• 5-7+ years of experience in sales operations or related leadership roles in B2B SaaS.
• Deep experience with CRM/SFDC, forecasting, quota design, compensation governance.
• Strong data skills to translate pipeline and bookings into actionable insights.

Responsibilities

• Own the sales process framework, CRM-based stage definitions, and account planning templates.
• Maintain and evolve processes as segments and products scale, ensuring adoption.
• Own pipeline management, bookings forecasting, and real-time health view for CRO and Finance.
• Design and govern annual quota setting, with alignment to territory and capacity.
• Own commission design, payments accuracy, dispute management, and audit trails.
• Operate CRM/SFDC, ensure data quality, and align with revenue reporting standards.
• Create and govern Sales Discount Policy, deal desk, and pricing execution workflows.
• Build KPI dashboards and translate data into actionable insights for leadership.
• Model headcount, ramp time, and productivity; partner on capacity planning with CRO/CFO.

Skills

Sales operations leadership

CRM/SFDC administration

Forecasting and pipeline management

Quota design & compensation governance

Pricing policy & deal desk

Data governance & analytics

Cross-functional collaboration

Job description

Automated Financial Systems, LLC is seeking a VP of Sales Operations to own the operating and measurement discipline of the sales organization. You will design and govern sales processes, account planning, pipeline and bookings forecasting, quota, compensation, CRM/SFDC, pricing execution, and deal desk governance to drive growth.

You will lead systems, data quality, and analytics to provide real-time visibility to the CRO, CFO, and CEO, and partner with cross-functional leaders to align