Revenue Operations Lead – Portfolio Optimization

bloomequitypartners; New York (NY); On-site; USD 140,000 - 160,000; Full time

Job summary

Bloom Equity Partners is seeking a Revenue Operations Specialist in NYC to standardize revenue reporting across portfolio companies, build dashboards, and govern forecasting. You will partner with sales and finance to ensure data quality and actionable insights across HubSpot and Salesforce.

You will drive analytics, optimize GTM processes, and prepare board-ready materials, becoming a trusted partner in a sponsor-backed environment.

Qualifications

• 4–6+ years in revenue operations, sales operations, or commercial FP&A, with at least 2 years in sponsor-backed environments.
• Deep hands‑on fluency in both HubSpot and Salesforce, including report and dashboard building, custom objects, flows/workflows, and data model design.
• Advanced Excel/Google Sheets skills and comfort working in at least one BI tool (Power BI, Looker, Tableau, or equivalent).
• A demonstrated track record of taking a company from inconsistent, manual revenue reporting to a standardized, automated package that leadership actually uses.
• Strong analytical foundation: forecast methodology, cohort analysis, retention math, pipeline statistics, sales productivity benchmarks.
• Experience supporting B2B SaaS or recurring‑revenue businesses, including ARR mechanics, usage‑based components, and multi‑year contract dynamics.
• Comfort operating in ambiguity and across multiple entities simultaneously — the ability to context‑switch between portfolio companies without losing precision.

Responsibilities

• Design and deploy a standard revenue operations reporting package across portfolio companies, including pipeline health, forecast accuracy, bookings and billings, ARR movement, NRR and GRR, win rates, sales cycle, lead conversion, and rep productivity.
• Move beyond reporting what happened to explaining why; identify leading indicators of bookings risk, segment-level productivity gaps, pricing and discounting patterns, and deal-aging dynamics.
• Partner with portfolio company sales and finance leadership to build forecast cadences that are defensible, repeatable, and accurate.
• Serve as the connective tissue across HubSpot and Salesforce; define data standards, required fields, stage definitions, and sales process mapping.
• Support territory design, quota setting, account segmentation, lead routing, and opportunity management workflows.
• Partner with HR and Finance on sales compensation design, modeling, and attainment reporting.
• Build the reporting infrastructure for sponsor value creation and lender-ready diligence materials.
• Own the commercial content of monthly and quarterly board materials with narrative that explains movement.

Skills

HubSpot & Salesforce

Excel / Google Sheets

BI tools

Revenue operations

Data analysis

B2B SaaS revenue

Ambiguity tolerance

Tools

HubSpot

Salesforce

Maxio

Chargebee

Zuora

Job description

Bloom Equity Partners is seeking a Revenue Operations Specialist in NYC to standardize revenue reporting across portfolio companies, build dashboards, and govern forecasting. You will partner with sales and finance to ensure data quality and actionable insights across HubSpot and Salesforce.

You will drive analytics, optimize GTM processes, and prepare board-ready materials, becoming a trusted partner in a sponsor-backed environment.