CareerPlan

Revenue Operations Lead

New York CityFull-time2026-10-26 → 2026-11-08
On-site

Core

Build and maintain commercial systems (CRM, integrations, workflows) to connect pipeline, commercial terms, and revenue data, enabling data-driven decisions for sales growth and scaling.

Role type

Senior Revenue Operations Lead

Builds

CRM workflows, reporting dashboards, forecasting models, and sales capacity plans

Domain

B2B SaaS / LegalTech

Required skills

CRM configuration (Attio, Salesforce, HubSpot), forecasting, pipeline management, data analysis (SQL, BI), process optimization, stakeholder management, automation

Preferred skills

SQL, BI tools, AI/automation tooling

Responsibilities

Own commercial systems including CRM and integrations; build reporting connecting pipeline to revenue; run forecasting and pipeline reviews; scale the sales team with hiring models and quota recommendations; improve conversion across the client journey; connect sales commitments to delivery and billing; automate repetitive work with AI and integrations

Seniority

Senior, hands-on IC