Proficient in SQL and building dashboards in BI tools like Metabase.
Experience designing forecasting, pipeline definitions, and commission processes.
Strong communication skills to convey complex data to diverse audiences.
Motivated builder, eager to streamline messy data and processes.
Experience in insurance, MGA, or financial services is a plus.
Responsibilities
Own and manage the CRM data model, pipeline stages, and data cleanliness rules.
Integrate CRM with platform, data warehouse, and underwriting tools for seamless data flow.
Create revenue scorecards and dashboards for leadership tracking.
Oversee forecasting and define metrics for reporting.
Support territory/account assignments, quota setting, and commission calculations with finance.
Select and manage sales tools for outreach and data enrichment.
Analyze data for insights on win/loss, funnel conversion, and retention.
Benefits
Competitive salary, equity, and role trajectory.
Comprehensive health benefits for you and your family.
401(k) plan with company match.
Unlimited PTO.
Paid parental leave.
Full Job Description
The Role
This role is built for a hands-on operator who wants to build the engine behind a fast-growing sales team. As our first Director of Revenue Operations, you'll personally build the systems, data and processes our revenue team runs on. You'll give the whole company one trusted view of pipeline, premium and performance, and free our sellers to spend their time selling. You'll report to the VP of Revenue. What You'll Do
Own and administer our CRM (Attio): its data model, pipeline stages, fields and the rules that keep data clean
Build the connections between the CRM, our platform, data warehouse and underwriting tools, so premium, quotes and renewals flow into one place
Build the revenue scorecard and dashboards yourself so leadership can track pipeline, conversion, retention and performance against plan
Own forecasting, and the definitions behind every metric we report
Support territory and account assignment, quota setting and commission calculations, working with finance
Choose and run our sales tools, from outreach and dialing to contact data and enrichment
Turn data into insight: win/loss analysis, funnel conversion, producer activation and renewal retention
Partner with sales leaders, engineering, analytics and finance as the bridge between how we sell and how we measure it
Who You Are
6+ years in revenue operations, sales operations or business analytics, with 2+ years leading the function
Hands-on CRM administration experience (Attio, Salesforce, HubSpot or similar), and you write your own SQL and build your own dashboards in BI tools like Metabase
You've designed forecasting, pipeline definitions and commission processes, and gotten a sales team to use them
A builder who's motivated to do the work yourself at the beginning, turning messy data and processes into simple, reliable systems
Insurance, MGA or financial services experience is a plus, but not required
Clear communicator who can make the numbers make sense for sellers and executives alike
Energized by the pace and ambiguity of a fast-growing startup
Why This Role
Real ownership. You'll build revenue operations at Authentic from the ground up.
Company-wide impact. The scorecard you build becomes how the whole leadership team measures success.
Ground-floor timing. We're scaling fast, and the systems you design now will carry us through the next stage of growth.
Compensation
Base salary of $185,000 to $215,000, with a performance-based bonus of 15 to 20% and equity, for total cash compensation of roughly $210,000 to $245,000.
Our (FTE) benefits
Competitive salary, equity, and role trajectory
Comprehensive health benefits for you and your family
