Head of Revenue Operations

The Company is entering an important phase of growth. It has meaningful customer relationships, an established broker ecosystem, a broad market opportunity, and significant opportunity to improve how it generates, converts, retains, and grows revenue.

We are seeking a Head of Revenue Operations to build and lead the operating system behind the Company's commercial organization.

This is not a traditional Sales Operations or CRM administration role. This individual will connect commercial strategy to execution across the full revenue lifecycle, from demand generation and broker engagement through pipeline, sale, onboarding, retention, renewal, and expansion.

The Head of Revenue Operations will establish the processes, data, systems, metrics, and management cadence that enable commercial teams to execute consistently and leadership to make better, faster decisions.

This is a highly visible, hands-on leadership opportunity for an experienced commercial operator who can bring structure and discipline to an evolving organization while maintaining a strong bias toward action.

Create the infrastructure and management discipline required to drive predictable, profitable growth.

• Establish clear processes across the customer lifecycle, from opportunity creation through renewal and expansion.
• Define ownership, decision rights, handoffs, and service levels across Sales, Marketing, Channels, Account Management, Product, and Operations.
• Translate commercial priorities into measurable operating plans with clear owners, milestones, and outcomes.
• Establish weekly, monthly, and quarterly operating cadences for managing commercial performance.
• Create accountability for actions, decisions, risks, and commitments.

Give leadership a fact‑based understanding of where growth is coming from, where performance is breaking down, and where intervention is required.

• Establish clear pipeline stages, definitions, exit criteria, and data requirements.
• Build visibility into pipeline coverage, conversion, velocity, win rates, and sales‑cycle performance.
• Implement a consistent forecasting methodology and materially improve forecast accuracy.
• Establish performance visibility by seller, territory, segment, product, broker, and channel.
• Identify performance gaps and revenue risks early enough for management to act.
• Create a clear and consistent view of actual performance versus plan.

Build the data and systems foundation required to manage the commercial organization effectively.

• Own CRM governance, data standards, stage definitions, required fields, and adoption.
• Improve the quality and completeness of customer, broker, account, and opportunity data.
• Establish clear ownership and relationships across customers, brokers, opportunities, and territories.
• Integrate CRM, Finance, customer, and operational data where practical.
• Reduce manual reporting and individual‑held knowledge.
• Build automated dashboards and scorecards for frontline leaders, executives, and the Board.
• Establish common definitions for the commercial metrics that matter.

Ensure Revenue Operations extends beyond winning new business to retaining and expanding existing customers.

• Create visibility from sale through onboarding, service, renewal, retention, and expansion.
• Strengthen handoffs between Sales, Account Management, Operations, and other customer‑facing teams.
• Establish renewal calendars and customer-risk reporting.
• Build visibility into gross revenue retention, logo retention, at‑risk revenue, cross‑sell, and expansion.
• Identify revenue leakage and create mechanisms for earlier…