Revenue Operations Lead: Forecasting, Salesforce & Pipeline

RevOps Report; Deer Park (TX); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Health Savings Account

Short-term disability

Long-term disability

Life insurance

401K match

Paid time off

Employee Assistance Program

Job summary

UPS is seeking a Revenue Operations leader to own the pipeline, bookings, and revenue outlook across business units. You will serve as process owner for Salesforce and related tools, define data fields, hygiene, and workflow logic, and collaborate with IT to implement improvements.

You will lead weekly forecasts with Sales leadership, consolidate monthly outlooks with FP&A, and support quarterly reviews for executives. Expect 8–12+ years in Revenue/Sales Ops and strong CRM/BI skills.

Qualifications

• Bachelor's degree in Business Administration, Finance, Operations Management, Marketing, Analytics, or a related discipline.
• Experience leading cross-functional initiatives involving Sales, Operations, Finance and Marketing.
• Advanced proficiency with CRM platforms (such as Salesforce, Microsoft Dynamics 365, or similar systems) and business intelligence/reporting tools.
• Experience developing KPI frameworks, sales enablement programs, and revenue forecasting processes.
• MBA or other advanced business degree is a plus.

Responsibilities

• Own UPS’s pipeline, bookings, and revenue outlook across all business units.
• Establish and enforce standard definitions for pipeline stages, probability, and forecast categories.
• Support CRM and quote log accuracy.
• Produce a 30‑60‑90-day revenue outlook to support S&OP and financial planning.
• Serve as process owner for Salesforce and associated sales tools.
• Define required data fields, hygiene standards, and workflow logic.
• Partner with IT and Business Systems to implement improvements without disrupting field execution.
• Standardized proposal tracking and pipeline reporting currently handled in fragmented workflows.
• Run the weekly sales forecast cadence with Sales leadership.
• Consolidate monthly revenue outlooks with FP&A and Operations.
• Support quarterly bookings and revenue reviews for executives and Board visibility.
• Provide early warning signals for revenue gaps, execution risk, or capacity misalignment.
• Build and maintain sales enablement assets (playbooks, call plans, battlecards, and SOPs).
• Support lead creation with Marketing to define ICP/target lists; ensure leads are captured in Salesforce.
• Enable outbound activity tracking and conversion reporting.
• Provide weekly enablement reporting to Sales leadership.
• Maintain centralized proposal/quote log with stage, value, probability, key dates, and outcome.

Skills

Salesforce CRM administration

Forecasting

Power BI/Tableau

Financial analysis

Process improvement

Executive communication

Project management

Education

Bachelor's degree in Business/Finance/Analytics

MBA or advanced degree (preferred)

Tools

Salesforce

Power BI

Tableau

Job description

UPS is seeking a Revenue Operations leader to own the pipeline, bookings, and revenue outlook across business units. You will serve as process owner for Salesforce and related tools, define data fields, hygiene, and workflow logic, and collaborate with IT to implement improvements.

You will lead weekly forecasts with Sales leadership, consolidate monthly outlooks with FP&A, and support quarterly reviews for executives. Expect 8–12+ years in Revenue/Sales Ops and strong CRM/BI skills.