Revenue Operations ($160K-$210K + Equity) at Shepherd

Job Title

Revenue Operations

$160K-$210K + Equity

Shepherd is a $42M Series B AI-native commercial insurance platform based in San Francisco that is reinventing how businesses get insured. By replacing outdated manual processes with AI-driven underwriting and risk management, Shepherd is making commercial coverage faster and more accessible for brokers and businesses alike.

As Shepherd’s first Revenue Operations hire, you will build the operational foundation for the Go-To-Market team. Reporting to the Head of Growth & Finance, you will partner with leadership to define strategy, manage systems like Salesforce, and optimize the sales cycle. This high-impact role balances strategic planning with hands‑on execution to drive scalable growth.

San Francisco, USA

• Shape the entire Revenue Operations function from the ground up as the first dedicated hire in this critical, high‑visibility role.
• Join a well‑funded Series B startup that has raised $42M to disrupt the massive, archaic commercial insurance industry using AI‑native technology.
• Work directly with company leadership and the Head of Growth & Finance to influence GTM strategy, resource allocation, and organizational scaling.

• Own the GTM operating rhythm, including pipeline reviews, forecast calls, and QBRs, while identifying and fixing process inefficiencies.
• Lead strategic planning initiatives such as territory segmentation, quota setting, and sales compensation design in close partnership with Finance.
• Manage and optimize the sales tech stack, primarily Salesforce and Outreach, while building BI dashboards to provide real‑time performance visibility.

• Brings 6+ years of experience in Revenue or Sales Operations at high‑growth B2B companies, with a deep understanding of sales motions.
• Possesses expert‑level Salesforce skills alongside proficiency in SQL and BI tools like Metabase or Looker for complex data modeling.
• Demonstrates strong process instincts and communication skills, with the ability to translate technical data into actionable recommendations for executive leadership.