[Hiring] Director of Revenue Operations @ID Plans

Role Description

The reason this position was created is to build the infrastructure, processes, systems, and insights that enable predictable, efficient revenue growth as ID Plans continues to grow and expand its product portfolio.

This leader will serve as the operational engine behind our Sales, Customer Success, Marketing, and Product organizations—ensuring our revenue teams have the data, technology, processes, and analytics needed to maximize customer acquisition, retention, and expansion.

• Lead the Revenue Operations function by aligning Sales, Customer Success, Marketing, Finance, Product, and Operations around a scalable, data-driven revenue strategy.
• Design, implement, and continuously improve the processes, systems, and workflows that support the entire customer lifecycle—from lead generation through renewal and expansion.
• Develop and maintain accurate revenue forecasting, pipeline governance, opportunity management, and executive reporting that provide visibility into business performance and opportunities.
• Establish governance around pipeline health, opportunity progression, qualification standards, forecasting methodology, and revenue reporting.
• Partner with cross-functional leaders to optimize lead management, opportunity progression, pricing, quoting, contracting, implementation, customer handoffs, and renewal processes to improve efficiency and customer experience.
• Own the revenue technology ecosystem (CRM and supporting platforms), ensuring data integrity, user adoption, process governance, system integrations, and continuous optimization.
• Build and monitor key performance indicators (KPIs) and dashboards that measure pipeline health, sales productivity, customer retention, customer lifetime value, revenue growth, forecasting accuracy, and operational effectiveness.
• Identify opportunities for automation, process improvement, and AI-enabled workflows that reduce manual effort and improve scalability across the revenue organization.
• Support strategic initiatives including territory planning, capacity planning, sales compensation administration, and go-to-market execution.
• Drive operational readiness for new product launches, pricing changes, and go-to-market initiatives in partnership with Product and Marketing.
• Lead cross-functional projects that improve revenue performance, customer experience, operational efficiency, and business scalability.
• Develop executive- and board-ready reporting that provides leadership with meaningful insights into revenue performance, customer trends, and operational health.
• Establish operating rhythms, governance, and accountability across the revenue organization through regular pipeline reviews, forecasting meetings, quarterly business reviews, and continuous improvement initiatives.

Qualifications

• 5+ years of progressive experience in Revenue Operations, Sales Operations, Business Operations, or a related leadership role within a SaaS or subscription-based business.
• Demonstrated success building scalable revenue processes, systems, reporting, operational infrastructure, and governance that drive business growth.
• Strong analytical and financial acumen with the ability to translate complex data into actionable business insights and executive recommendations.
• Experience administering CRM and revenue technology platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics) while improving data quality, automation, integrations, and user adoption.
• Experience developing forecasting models, pipeline management processes, KPI dashboards, and executive reporting.
• Experience with business intelligence and reporting tools (Power BI, Tableau, Looker, or similar).
• Proven ability to lead cross-functional initiatives and influence stakeholders across Sales, Marketing, Customer Success, Finance, Product, Operations, and IT.
• Exceptional project management, organizational, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills, including executive-level presentations and board-quality reporting.
• Strategic, collaborative, highly accountable, and comfortable operating as both a strategic leader and hands-on problem solver with a continuous improvement mindset.
• Advanced proficiency with Microsoft Excel, Microsoft Office applications, and modern analytics and reporting tools.

Requirements

• Improve revenue growth through scalable processes, systems, governance, and operational efficiencies.
• Increase forecast accuracy and executive visibility into pipeline health and revenue performance.
• Improve pipeline discipline, opportunity conversion rates, and sales productivity.
• Improve key revenue metrics, including pipeline conversion, sales cycle length, customer retention, expansion revenue, and customer lifetime value.
• Drive CRM data integrity, user adoption, system optimization, and automation across the revenue organization.
• Successfully implement strategic Revenue Operations initiatives that improve productivity, customer experience, and operational scalability.
• Deliver meaningful KPI dashboards, executive reporting, and business insights that enable faster, data-driven decision-making.
• Establish standardized revenue operating rhythms that improve accountability and execution across Sales, Marketing, Customer Success, and Product.
• Achieve quarterly strategic objectives and measurable business outcomes.

Benefits

• Full-time
• Work remotely
• Health, Dental, and Vision Insurance
• Paid time off
• Being part of growing and impacting something new

Physical Requirements

• Remaining in stationary positions, often standing, or sitting for prolonged periods (up to 4 hours).
• Communicating with others to exchange information.
• Repetitive motions that may include the wrists, hands and/or fingers (e.g., typing).
• Adjusting or moving objects up to twenty pounds in all directions (e.g., stacks of project paperwork).
• Assessing the accuracy, neatness and thoroughness of work assigned.
• Ability to use common office equipment, such as telephones, printers, pens, staplers, computer monitors and keyboard.