Revenue Operations Director: Strategy & Forecasting

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

Benefits offered by this job

Medical, dental, vision

401(k) matching / Supplemental Plan

Paid holidays and vacation accrual

Job summary

Allied Universal is seeking a Director of Revenue Operations to lead sales planning, forecasting discipline, and operational excellence across multiple business units. You will align sales, marketing, finance, and customer success to accelerate growth, improve pipeline data integrity, and support scalable commercial performance.

The role drives data governance across Salesforce/CPQ, builds executive dashboards, and partners with leadership to translate strategy into actionable initiatives and

Qualifications

• Must possess one of the following: Bachelor’s degree in Business Administration, Marketing, Finance, Analytics, or a related field of study; Associate’s degree with 5+ years Salesforce/CPQ; or High school diploma with 7+ years Salesforce/CPQ.
• Minimum of seven (7) years of experience in revenue operations, sales operations, sales strategy, business operations, or sales leadership
• Minimum of three (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 effectively lead change, collaborate cross‑functionally, and influence senior stakeholders
• Strong strategic thinking, problem‑solving, and supportive skills
• Demonstrated project management skills with the ability to manage multiple priorities

Responsibilities

• Sales Strategy and Execution: Translate objectives into actionable initiatives and performance cadence
• Sales Planning: Lead annual and ongoing revenue creation processes including market segmentation and quota allocation
• Pipeline Management and Forecasting: Improve forecasting, pipeline visibility, and performance tracking
• CRM, CPQ, and Data Governance: Drive data quality and adoption across Salesforce and CPQ
• Performance Analytics: Build dashboards and reporting for KPIs like velocity, bookings, and productivity
• Process Optimization: Standardize commercial workflows to increase efficiency
• Executive Reporting: Develop and co‑lead executive reviews and leadership presentations
• Cross‑Functional Collaboration: Align revenue‑generating activities with sales, marketing, finance, operations, and CS

Skills

Excel

Data analysis

Presentation

Leadership

Strategic thinking

Problem solving

Project management

Education

Bachelor’s degree in Business Administration, Marketing, Finance, Analytics

Associate’s degree in Business Administration, Marketing, Finance, Analytics

High school diploma with 7+ years experience

MBA

Tools

Salesforce CRM

CPQ/pricing tools

DOMO

PMP certification

Job description

Allied Universal is seeking a Director of Revenue Operations to lead sales planning, forecasting discipline, and operational excellence across multiple business units. You will align sales, marketing, finance, and customer success to accelerate growth, improve pipeline data integrity, and support scalable commercial performance.

The role drives data governance across Salesforce/CPQ, builds executive dashboards, and partners with leadership to translate strategy into actionable initiatives and