Revenue Operations Director: Forecasting & Strategy

Allied Universal; Irvine (CA); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid holidays

Vacation accrual

Job summary

Allied Universal is seeking a Director of Revenue Operations to lead sales planning, forecasting, and data governance across multiple business units. This senior role aligns sales, marketing, finance, and customer success to accelerate growth and improve sales productivity.

You will drive dashboards, metrics, and executive reporting, while standardizing processes and leading cross-functional initiatives to reduce friction and enable scalable commercial performance.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Finance, Analytics, or a related field.
• 7+ years of experience in revenue operations, sales operations, sales strategy, business operations, or sales leadership.
• 3+ years of professional experience with Salesforce CRM and CPQ/pricing tools.
• Strong Excel-based analytical and financial modeling skills.
• Strong data analysis, reporting, and dashboard development capabilities.
• Working knowledge of business intelligence tools, preferably DOMO.
• Excellent communication, executive presentation, and storytelling skills.
• Proven ability to lead change, collaborate cross-functionally, and influence senior stakeholders.

Responsibilities

• Sales Strategy and Execution: translate strategic objectives into actionable sales initiatives and plans.
• Sales Planning: lead annual and ongoing revenue creation processes including quota design and training.
• Pipeline Management and Forecasting: improve forecasting discipline and pipeline visibility.
• CRM, CPQ, and Data Governance: ensure data quality and reliable reporting across systems.
• Performance Analytics: build dashboards and reporting for KPIs like velocity, conversions, bookings.
• Process Optimization: standardize commercial workflows to enhance efficiency.
• Executive Reporting: develop leadership-ready reviews with clear insights and actions.
• Cross-Functional Collaboration: align revenue-generating activities with marketing, finance, operations, and CS.

Skills

Excel analytics

Data analysis

Executive communication

Stakeholder influence

Project management

Strategic thinking

Education

Bachelor's degree in Business Administration, Marketing, Finance, Analytics, or related

MBA (preferred)

Tools

Salesforce CRM

CPQ/pricing tools

DOMO / BI tools

Job description

Allied Universal is seeking a Director of Revenue Operations to lead sales planning, forecasting, and data governance across multiple business units. This senior role aligns sales, marketing, finance, and customer success to accelerate growth and improve sales productivity.

You will drive dashboards, metrics, and executive reporting, while standardizing processes and leading cross-functional initiatives to reduce friction and enable scalable commercial performance.