Revenue Ops Lead: Own CRM, Forecast & Funnel

Harper; New York (NY); On-site; USD 170,000 - 240,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Meals provided

Snacks, drinks & coffee

Commuter benefits

Free gym membership

Job summary

Harper is an AI-native commercial insurance company seeking a Senior Revenue Operations leader to own the canonical funnel, CRM routing, and forecasting. This on-site role in San Francisco requires defining revenue states, maintaining system definitions, and ensuring traceability from intake to booked revenue with testable changes and accountable ownership.

You will drive revenue instrumentation, measure impact, and partner with sales and operations to turn insights into concrete improvements

Qualifications

• Experience owning revenue, sales, or growth operations at a fast-growing company.
• Understand CRM architecture, lifecycle stages, routing, attribution, forecasting, and pipeline hygiene.
• Ability to write SQL or work with data to test a claim before acting.
• Move from analysis to operating change and measure impact.

Responsibilities

• Own the funnel definitions: canonical meaning, entry/exit rules, source, and owners.
• Own CRM behavior: fields, validations, automations, permissions, state transitions, test cases, rollback paths.
• Own the forecast: publish method, inputs, assumptions, and variance tracing to booked revenue.
• Own revenue instrumentation: reconcile demand, contact, intake, quote, close, and booked revenue with source records.
• Run funnel analysis and translate findings into actionable operational changes with clear ownership.

Skills

Revenue operations ownership

CRM architecture

Forecasting

SQL or data testing

Operational change execution

Tools

CRM software

Job description

Harper is an AI-native commercial insurance company seeking a Senior Revenue Operations leader to own the canonical funnel, CRM routing, and forecasting. This on-site role in San Francisco requires defining revenue states, maintaining system definitions, and ensuring traceability from intake to booked revenue with testable changes and accountable ownership.

You will drive revenue instrumentation, measure impact, and partner with sales and operations to turn insights into concrete improvements