Revenue Operations Specialist

Revenue Operations Specialist

Bloom Equity Partners

Reports to:

Operating Partner

Location:

NYC preferred, US-based remote possible for exceptional candidates; occasional travel to portfolio company sites and sponsor offices

Classification:
Full-time, exempt

Compensation Band: $140,000- $160,000 USD

This role sits at the intersection of the private equity sponsor and its portfolio companies, driving revenue operations rigor across a multi-company, multi-geography portfolio. The Revenue Operations Manager is responsible for standardizing how we measure, forecast, and accelerate revenue — building the dashboards, cadences, and analytical frameworks that give portfolio company leadership and the sponsor a consistent, trustworthy view of commercial performance.

The right person is equal parts analyst, systems operator, and commercial partner. They are comfortable moving between a CRO’s pipeline review, a CFO’s forecast call, and a board-level value creation discussion — and they know how to translate messy, inconsistent data into decisions.

• Dashboard and reporting standardization. Design and deploy a standard revenue operations reporting package across portfolio companies, including pipeline health, forecast accuracy, bookings and billings, ARR movement (new, expansion, contraction, churn), NRR and GRR, win rates, sales cycle, lead conversion, and rep productivity. Establish definitions, data contracts, and naming conventions so “pipeline coverage” means the same thing in every boardroom.

• Trend analytics and commercial insight. Move beyond reporting what happened to explaining why. Identify leading indicators of bookings risk, segment-level productivity gaps, pricing and discounting patterns, and deal-aging dynamics. Build the analytical muscle that informs quarterly planning, pipeline reviews, and mid-cycle course corrections.

• Forecast governance. Partner with portfolio company sales and finance leadership to build forecast cadences that are defensible, repeatable, and accurate. Introduce commit/best case/pipeline discipline, track forecast-to-actual variance, and surface the risk-weighted view that sponsors and lenders expect.

• CRM architecture and hygiene. Serve as the connective tissue across a mixed Hub Spot and Salesforce environment. Define minimum data standards, required fields, stage definitions, and sales process mapping. Lead CRM cleanup, object model simplification, and integration work with adjacent systems (billing, marketing automation, BI tools, CPQ where relevant).

• Go-to-market systems and process. Support territory design, quota setting, account segmentation, lead routing, and opportunity management workflows. Partner with sales leadership to codify the sales motion in the CRM rather than in tribal knowledge.

• Compensation and incentive analytics. Partner with HR and Finance on sales compensation plan design, modeling, and attainment reporting. Ensure plans are measurable in system, that payout calculations are auditable, and that commission disputes are rare.

• Value creation and diligence readiness. Build the reporting infrastructure that supports sponsor value creation plans and prepares the company for lender reporting, add-on integration, and eventual sell-side diligence. Produce the commercial cuts that sell-side quality-of-earnings providers will ultimately ask for.

• Board and sponsor reporting. Own the commercial content of monthly and quarterly board materials — pipeline, bookings, retention, sales productivity— with narrative that explains movement rather than just reports it.

Required

• 4–6+ years in revenue operations, sales operations, or commercial FP&A, with at least 2 years in a private equity–backed or otherwise sponsor-backed environment.

• Deep hands‑on fluency in both Hub Spot and Salesforce, including report and dashboard building, custom objects, flows/workflows, and data model design. You can build it yourself, not just brief an admin.

• Advanced Excel/Google Sheets skills and comfort working in at least one BI tool (Power BI, Looker, Tableau, or equivalent).

• A demonstrated track record of taking a company from inconsistent, manual…