Director/Sr. Director of Revenue Operations

Position Summary: 

The Senior Director of Revenue Operations is an integral part of the Go-to-Market and Finance team at The Health Management Academy. This role supports functional leaders including the Chief Financial Officer, Chief Member Officer, SVP of Sales, VP of Account Management, and VP of Marketing and reports to the VP of FP&A and Revenue Operations. The Senior Director of Revenue Operations will also collaborate frequently with end users and leaders across Member Development, Product Delivery, Member Insights Operations, Finance, People & Culture, and IT.  

This is a high-impact leadership role for a data-driven operator who thrives in fast-paced, PE-backed SaaS environments, with a proven ability to scale infrastructure, optimize GTM performance, and communicate commercial insights to executive and investor stakeholders.  

The Senior Director of Revenue Operations must bring prior experience operating within a private equity-backed SaaS environment, with a deep understanding of SaaS metrics, subscription-based revenue models, and the operational discipline required to drive growth and performance transparency.  

The Senior Director of Revenue Operations understands the key business drivers of the firm and how processes and infrastructure enable their performance.  This role is responsible for regular reporting and data analysis, communicating implications, discerning improvement opportunities, and anticipating cross-team impact. The Senior Director identifies opportunities for simplification of process, provides actionable data and insights, and helps build systems to enable future growth of the firm.  The Senior Director prioritizes effectively and communicates proactively and consistently with multiple stakeholders. This role requires an ongoing pursuit of innovation.   

The Senior Director will serve as a key thought partner to the VP of Revenue Operations and CFO, supporting pricing decisions, long-range planning, strategic board reporting, and value creation initiatives. This leader will also influence enterprise-wide commercial strategy and act as a connector across Finance, GTM, and Product functions.  

Primary Job Duties:  

• Own and manage end-to-end processing, reporting and analysis of revenue operations information through the underlying processes and systems (SalesForce, PowerBI, etc).  
• Perform, lead and optimize key revenue operations processes, systems, and data to ensure information from our CRM and other systems meets business needs, is timely, consistent, and reliable. Build and implement a strategic roadmap to streamline the efficiency of our rev ops reporting infrastructure.  
• Serve as business partner and advisor to key stakeholders in all matters related to Revenue Operations. Advise executive leadership on pipeline performance, forecast accuracy, customer lifecycle trends, and CAC/LTV dynamics, with the ability to distill insights for board-level consumption. 
• In collaboration with the VP of Revenue Operations, IT, and business stakeholders stand up an automated data analytics function. Drive development of robust, scalable dashboards in Salesforce and PowerBI that provide real-time visibility into GTM performance. 
• Own Salesforce architecture for Revenue Operations and ensure platform is optimized to support dynamic pricing, renewals, and customer lifecycle tracking. 
• Define and evolve the long-term roadmap for the revenue tech stack, including Salesforce,  Marketo, Gong, Outreach, and reporting tools. 
• Identify and implement automation opportunities to reduce manual effort and improve forecasting accuracy. 
• Own preparation of executive ready data packages and slide presentations for on-going sales, marketing, and renewal meetings and reviews. Serve as an objective business advisor in these meetings to enable growth for the organization. Lead preparation of revenue operations materials for Board meetings, investor updates, and strategic planning sessions. 
• Collaborate effectively across the organization to influence, drive, and implement change for revenue operations processes and systems.  
• Report on and analyze Key Performance Indicators (KPIs) for Sales, Renewals, Marketing, and other business functions as needed. Ensure KPIs align with SaaS benchmarks and investor expectations. 
• Partner closely with FP&A on revenue forecasting, annual planning, quota setting, and performance-to-plan tracking. 
• Develop dynamic models for revenue pacing, scenario planning, and performance variance analysis. 
• Identify themes from data and team/member feedback and draft recommendations for course correction and/or capitalization. 
• Build data-driven goal recommendations, seek input and feedback from and alignment with appropriate stakeholders, and publishing for firm/Board consumption. 
• Manage incentive plans including recommendations for criteria, creation and distribution of the plans, monitoring performance, and communicating payouts to staff, P&C, and Finance in a timely fashion. 
• Maintain price book and standard contract templates and monitor term performance. Drive consistent application of pricing strategy across teams to preserve ARR integrity and margin. 
• Support M&A diligence and integration activities by providing revenue data insights, pipeline performance, and operational health metrics.  

Minimum Qualifications: 

• Bachelor’s degree in business, marketing, or a related field; MBA or advanced degree is a plus. 
• 8+ years of professional experience involving data management and analysis, systems design or maintenance, training and/or cross functional collaboration, and demonstrated change management 
• Proven track record of success in a private equity-backed B2B SaaS environment, ideally supporting $20M–$100M ARR scaleups. 
• Strong understanding of sales processes, methodologies, and best practices. 
• Expert-level proficiency with Salesforce, including administration, reporting, workflow design, and dashboarding. Salesforce Admin certification preferred. 
• Proficiency with key technical systems including Salesforce, Excel, and SQL.  Experience with Marketo and PowerBI a plus 
• Excellent communication and presentation skills, with the ability to convey complex concepts in a clear and engaging manner. Experience presenting to Boards and investor stakeholders strongly preferred. 
• Data-driven mindset, with the ability to analyze sales performance data and make data-backed decisions. 
• Strong grasp of SaaS KPIs (e.g., CAC, LTV, NRR, churn, pipeline coverage) and experience delivering executive and investor-ready analyses.  

Interpersonal Skills & Attributes:   

• Highly Analytical 
• Collaborative  
• Strategic mindset 
• Process oriented with the ability to drive a project to completion 
• Attention to detail 
• Ability to work independently and as a team member 
• Self-directed and resourceful 
• Excellent organizational skills 
• Technical and Financial aptitude 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to talk and hear. The employee is required to be seated most of the time. The employee is required to use computer screens all of the time. Specific vision abilities required by the job include close vision, and distance vision.