OverviewThe Director of Revenue Operations owns that infrastructure. Without this role, pipeline visibility breaks down, forecasting becomes unreliable, and the GTM motion loses the connective tissue that lets each function move fast without stepping on each other. This is a builder role - you won't just use the systems; you'll own, engineer, and evolve them.
In your first 6-12 months, success looks like: a CRM that the team trusts, a forecasting model the CRO and Board rely on, a GTM tech stack with clear ownership and documented integrations, and a RevOps function that operates at the pace the business demands.
Responsibilities- A Salesforce instance the team can rely on - clean data, documented processes, and automation
- Weekly and monthly pipeline and revenue reports the CRO and Board use to make decisions
- Lead the revenue forecasting cadence - own the weekly rhythm with Sales leadership, not just the model
- Partner with Finance on annual planning - headcount modeling, quota distribution, and territory carving
- A lead-to-close process with no black holes - tracked, accountable, and understood across Sales and Marketing
- Define and maintain rules of engagement between Sales, CS, and Marketing - lead handoffs, SLAs, and escalation paths
- A GTM tech stack with documented integrations and clear ownership; AI-driven automation embedded where it drives output
- Manage RevOps vendor relationships and budget - renewals, evaluations, and contract negotiations
- Quota models, territory designs, and comp plan inputs that Finance and Sales can rely on at planning cycles
- A RevOps function that doesn't require heroics - documented, scalable, and resilient to personnel change
Competencies- 7+ years in Revenue Operations, Sales Operations, or GTM Strategy - at least 3 in a SaaS environment
- Hands-on Salesforce expertise (admin-level preferred)
- Demonstrated ability to build, own, and maintain AI-driven automations across GTM systems - not just use AI tools, but engineer integrations others depend on
- Strong analytical skills - Excel/Google Sheets modeling, BI tool fluency, comfort interrogating and challenging data outputs
- Experience in high-growth environments; able to operate without a playbook and document what you build so others can rely on it
- Financial services or compliance industry experience a plus
- Actively leverages AI tools and emerging technologies to improve operational efficiency, accelerate execution, enhance reporting and insights, and support data-driven decision-making.
- Demonstrates a forward-thinking mindset with hands-on experimentation, process innovation, and the ability to identify scalable AI applications across RevOps workflows, analytics, forecasting, and GTM operations.
Work StructureRed Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our North Austin HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week.
