Description
process optimization
forecasting
sales enablement
project management
tech stack
team development
As VP of Revenue Operations, you will also oversee sales onboarding, training programs, playbooks, and performance frameworks to accelerate ramp time and improve productivity. Additionally, you will optimize sales processes, compensation structures, and territory design while partnering closely with Marketing, Underwriting, Product, and Finance to ensure cross-functional alignment.
As VP of Revenue Operations, you will lead strategy, systems, analytics, enablement, and operational excellence across the revenue organization. You will own and optimize the full revenue tech stack (HubSpot, Gong, Allego, DialPad, Tableau), ensuring seamless, data-driven processes from lead to close to expansion. You will drive forecasting accuracy, build executive-level reporting, and translate complex data into actionable insights to inform strategic decision-making.
Beyond operational responsibilities, you will lead key strategic initiatives, manage organizational change, and develop a high-performing Revenue Operations team focused on scalability, operational rigor, and continuous improvement.
- Process Optimization & Operational Excellence: Improve conversion rates, sales velocity, and cycle times; refine compensation, quotas, and territory structures; drive cross-functional alignment
- Forecasting & Analytics: Lead forecasting, pipeline reviews, and executive reporting; analyze sales performance and trends to provide actionable insights
- Sales Enablement & Performance: Design and scale onboarding, training, playbooks, and coaching; build certification and career progression frameworks; measure impact on ramp time, productivity, and retention
- Program & Project Management: Lead strategic initiatives and projects; manage change, stakeholders, and outcomes with clear planning and metrics
- Systems & Infrastructure: Own and optimize the revenue tech stack (HubSpot, Gong, Allego, DialPad, Tableau) and end-to-end sales processes; ensure integration, data quality, and workflow efficiency; evaluate new technologies
- Team Leadership & Development: Build and develop a high-performing Revenue Operations team; foster operational rigor, continuous improvement, and scalable processes
Requirements
tableau
power bi
salesforce
hubspot
mba
leadership
- Strong analytics and reporting skills (Tableau, Power BI, or similar)
- Experience in revenue forecasting, pipeline management, and KPI development
- 8-15+ years in revenue operations, sales operations, or related roles
- Bachelor's degree in Business, Finance, Marketing, or related field; MBA preferred
- Speed & Ease - We simplify lending so clients can move fast and seize opportunities
- Demonstrated leadership of cross-functional teams and change management initiatives
- Expertise with CRM systems (e.g., Salesforce, HubSpot) and sales enablement tools (e.g., Gong, Allego)
- Excellent communication, interpersonal, and strategic thinking skills
- Proven success in designing and optimizing end-to-end revenue processes
- Ability to drive CRM adoption, maintain data integrity, and implement operational improvements
Benefits
As a direct private lender—not a broker, not a bank—we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing.
This is a full-time employment opportunity working in our Boca Raton, FL; Charlotte, NC; or Great Neck, NY office locations.
We're a fully funded, full-service lending partner—and we're growing fast.
- Paid time off and 10 company-paid holidays
- Full medical, dental, and vision benefits
- Collaborative, inclusive, and fun workplace culture
- Career development, training, and internal promotion opportunities
- Competitive base salary and incentive structure
- Team-building events, company lunches, and swag
- Work-from-home Fridays
- Company-matching 401(k) plan
Training + Development
Information not given or found
