Revenue Operations Lead
Core
Permanently own the definitions, system behavior, routing, forecast, and instrumentation behind the revenue funnel for an AI-native commercial insurance company.
Role type
Revenue Operations Lead
Builds
The canonical revenue operating system including funnel definitions, CRM behavior, routing logic, and forecasting models.
Domain
Commercial Insurance / Revenue Operations
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
CRM architecture, funnel lifecycle management, routing logic, forecasting, SQL, data analysis, automation design, process optimization
Preferred skills
Experience in fast-growing companies, ability to partner with sales leaders, focus on booked revenue over dashboard activity
Technologies
CRM systems, SQL, automation tools, reporting platforms
Responsibilities
Maintain canonical funnel definitions and entry/exit rules; define and maintain CRM fields, validations, and automations; manage assignment logic and escalation paths; publish and validate forecasting methods; ensure revenue instrumentation reconciles to source records; run funnel analysis to identify conversion breaks; automate repeat work with visible controls; measure the impact of workflow changes.
Seniority
Senior, hands-on IC
