RevOps Template Job Descriptions

RevOps has four areas of responsibility: Revenue OperationsEnablementInsights, and Tools. This creates focus by separating the management of internal and external stakeholders into specific areas.

Each of these teams have roles and responsibilities that can be unique to a RevOps organization. These template job descriptions can serve as a template for building your own RevOps team.

 
leaf-318667_1920.jpg

Revenue Operations Team

Operations management works across the business at macro- and micro-levels. Operations management works on everything from strategic business objectives to tactical program design; managing resources to ensure every outcome aligns with the needs of the business. Operations management can start with distributed roles, such as Sales Ops or Marketing Ops, and become more specialized over time.

Enablement Team

Sales Enablement removes friction from your reps, turning an ordinary Sales team into a high velocity, high throughput deal factory. RevOps takes Enablement to the next level – bringing Enablement practices to Marketing and Customer Success. Each enablement effort has compounding effects on your whole business, and you’ll see reps closing more business, faster, with fewer resources.

Insights Team

The Insights team gives superpowers to everyone from a Marketing Program Manager to your Board. From day-to-day insights to strategic analysis, this team will give you confidence in the decisions you’re making (and the quality of data to back them up).

Tools Team

The Tools team is responsible for all technology used by Marketing, Sales, and Customer Success – from implementing CRM to social selling tools. The tools team should have a deep understanding of CRM and business processes, in addition to technical capabilities.

 
 

 RevOps Leadership

FC Blue.png

Chief Revenue Officer

Description

As the leader of the RevOps organization, the Chief Revenue Officer is responsible for the performance, strategy, and alignment of revenue operations in the company. This position is responsible for overseeing the operations of Marketing, Sales, and Customer Success departments, and ensuring that the interaction between those departments is aligned with the larger company-wide strategy dictated by the Chief Executive Officer.

Responsibilities

  • You lead Sales, Marketing, and Customer Success teams

  • You create strategies to drive all teams to work cohesively, optimizing each to maximize revenue

  • You work with the CEO to optimize existing revenue models and create new revenue streams

  • You drive solutions with the Operations, Tools, Insights, and Enablement teams to optimize the company’s ability to generate more revenue and improve customer retention

  • You are the liaison between the CEO and the RevOps organization

Experience

  • You have previous senior level sales, marketing, operations, or revenue operations experience

  • You have previously implemented RevOps strategies

  • You have a proven ability to communicate strategy clearly to multiple teams and areas of expertise

Objectives / Outcomes / Measurement

  • Clear communication of RevOps strategy across the company

  • Alignment between Sales, Marketing, and Operations as part of the RevOps framework

  • Revenue focused incentives and organizational strategies

 

VP of Revenue Operations

Description

As a leader in the RevOps organization, the Vice President of Revenue Operations is responsible for the performance, strategy, and alignment of revenue operations in the company. This position is responsible for overseeing the operations of Marketing, Sales, and Customer Success departments, and ensuring that the interaction between those departments is aligned with the larger company-wide strategy dictated by the Chief Revenue Officer and senior leadership across the company.

Responsibilities

  • You lead Sales, Marketing, and Customer Success teams

  • You create strategies to drive all teams to work cohesively, optimizing each to maximize revenue

  • You work with the CRO to optimize existing revenue models and create new revenue streams

  • You drive solutions with the Operations, Tools, Insights, and Enablement teams to optimize the company’s ability to generate more revenue and improve customer retention

  • You are the liaison between the CRO and your reporting departments

Experience

  • You have previous senior level sales, marketing, operations, or revenue operations experience

  • You have previously implemented RevOps strategies

  • You have a proven ability to communicate strategy clearly to multiple teams and areas of expertise

Objectives / Outcomes / Measurement

  • Clear communication of RevOps strategy across the company

  • Alignment between Sales, Marketing, and Operations as part of the RevOps framework

  • Revenue focused incentives and organizational strategies

 

 Revenue Operations Team

FC Blue.png

Sales Operations

Description

As part of the Revenue Operations team, this role exists in-between traditional sales and operations roles. This role serves to optimize and improve the sales process for the sales team. You are involved with the operations management part of the RevOps framework. You work to improve workflows, remove roadblocks, and promote efficiencies in the sales process. You are required to provide data analysis and are capable of using tools like Salesforce to track the performance of sales processes, and are able recognize opportunities for improvement in those processes.

Responsibilities

  • You are the liaison between sales and operations departments

  • You are the sales process creator, analyst, and optimizer

  • You inform and suggest improvements for sales tools and workflows

  • You constantly monitor feedback from the sales team to improve process and promote efficiency

Experience

  • You have several years in traditional sales or operations roles

  • You have a well-rounded understanding of typical sales processes and team structures

  • You have experience with CRM tools like Salesforce

  • You have a demonstrated data analytics ability to critically look at performance data and draw constructive conclusions from the results

  • You have the ability to suggest and pitch process improvements or suggest efficiencies to improve the sales team performance

Objectives / Outcomes / Measurement

  • An improvement in sales efficiency:

  • Reduced ramp up time for sales representatives

  • Increased carry capacity

  • Increased deal velocity

 


Marketing Operations

Description

As part of the Revenue Operations team, this role exists in-between traditional marketing and operations roles. This role serves to optimize and improve the marketing process for the marketing team. You are involved with the operations management part of the RevOps framework. You work improve workflows, remove roadblocks, and promote efficiencies in the marketing processes. You are required to perform data analysis and are capable of using CRM tools like Salesforce, Marketing Automation tools like Marketo or HubSpot, and Web Analytics tools like Google Analytics to track marketing performance and recognize opportunities for improvement.

Responsibilities

  • You are the liaison between marketing and operations departments

  • You are capable of analyzing funnel performance and making performance improvement decisions

  • You create, analyze, and optimize marketing processes

  • You monitor feedback from the marketing team to improve process and promote efficiency

  • You inform marketing strategies based on funnel and data analysis

  • You handle the integration and maintenance of marketing software and infrastructure

  • You create documentation of marketing software processes and infrastructure

Experience

  • You have conducted analysis of marketing activities and processes

  • You worked in data analytics and operations activities

  • You have digital marketing experience conducting advertising campaigns across social media and web properties like Facebook, Twitter, LinkedIn, and Google

  • You have previous experience with marketing automation systems such as HubSpot or Marketo

  • You have the ability to interface with both marketing and operations departments

Objectives / Outcomes / Measurement

An improvement in marketing efficiency:

  • Increased deal velocity

  • Increased top of funnel deal volume

  • More consistent messaging from top of funnel to bottom of funnel

 

Project Management

Description

As a part of the Revenue Operations team, this role is concerned with the planning, execution, and reporting of a team’s work. This role requires heavy cross-functional communication to ensure the successful delivery of the project’s decided tasks. Project management activities in the RevOps framework are concerned with the adoption and rollout of sales processes and technologies. This involves organizing the stakeholders of the project, determining schedule, manage buy-in across the organization, and manage the resources needed to implement the new sales process or technology.

Responsibilities

  • You will identify the key stakeholders and representatives needed for the successful completion of each project undertaken in the RevOps organization

  • You develop and communicate the plan for a project’s completion. This involves resource management, development time, training materials, and scheduling

  • You coordinate information transfer activities between teams to facilitate the completion of RevOps tasks

  • You own the communication of project updates and manage expectations around progress and the eventual success of those projects

Experience

  • You have prior project management experience

  • You have prior marketing management experience

  • You have prior sales management experience

  • You can demonstrate the ability to clearly communicate project objectives and expectations cross-functionally

  • You can demonstrate the ability to deliver completed projects spanning multiple stakeholders and end-users

  • You can demonstrate the ability to effectively schedule project timelines and resources allocation for multiple stakeholders for the purposes of delivering a project successfully

Objectives / Outcomes / Measurement

An improvement in project planning and management activities:

  • Clear communication of projects being undertaken

  • Successful delivery and rollout of projects

  • Increased collaboration of teams involved in projects

 

 Enablement Team

FC Blue.png

Sales Enablement

Description

As part of the Enablement team, this role provides the tools, assets, resources, and training to the sales team in order to improve efficiency and success. You are required to interact heavily with the sales team to determine what gaps in available resources exist, the marketing team to ensure assets and strategies are aligned with the company vision, and the operations team to provide the necessary tools and services for the sales team.

Responsibilities

  • You communicate effectively with sales, marketing, and operations teams to find gaps in resources and training

  • You own the production of sales assets and materials to facilitate the sales process

  • You support and inform the salesperson onboarding process and adjust training as the company and product matures

  • You assess and implement sales tools to facilitate the sales process

Experience

  • You have previous experience working in sales and understand the pain points experienced by salespeople

  • You have previous experience in marketing with an understanding of communicating brand and product vision and roadmap

  • You have content creation experience building assets and materials that are externally facing and can be used by the sales team to facilitate their sales cycle

  • You can demonstrate a working knowledge of training techniques and best practices for onboarding or adopting new technologies

Objectives / Outcomes / Measurement

An improvement in sales efficiency:

  • Reduced ramp up time for sales representatives

  • Increased carry capacity

  • Increased deal velocity

  • Increased product knowledge

 

Learning Management

Description

As part of the Enablement team, this role serves to provide a framework and strategy around education and the ongoing training of the RevOps organization. This role requires a thorough knowledge of RevOps processes and the vision of the organization. You need to have the ability to translate industry best practices and industry trends into training materials and learning opportunities for the RevOps organization. You will need to tailor learning materials to the company’s requirements and get buy-in from trainees to continue with the learning requirements of the organization.

Responsibilities

  • You determine the learning goals for each department and tailor the subject matter to knowledge gaps that exist

  • You identify stakeholders in the RevOps organization to find the knowledge gaps that exist

  • You evaluate learning frameworks and implement those that are most appropriate to the needs of the RevOps team

  • You determine if types of certifications or specific coaching is needed to promote success in the organization

Experience

  • You have previous experience with learning management activities and projects

  • You have education experience

  • You have experience in corporate coaching or training positions

  • You have the ability to work in a cross-functional position and communicate different types of training subject matter

  • You can demonstrate the ability to implement or design an education framework

  • You have a proven ability to guide training activities based on company vision and industry trends

  • You have the ability to identify knowledge gaps in the organization

Objectives / Outcomes / Measurement

An improvement in RevOps knowledge and ability:

  • Reduced ramp up time for sales representatives

  • Increased deal velocity

  • Increased product knowledge

 

Performance Management

Description

As part of the Enablement team, this role is focused on ensuring the goals being set by the RevOps organization for both the teams, and the individuals, are being met. You own the process of aligning departments, resources, systems, and individuals to meet the goals that define success for the company. You will need to assess incentives for each team and align those incentives with desired business outcomes to maximize the productivity of the employees and the success of the company. You will manage the activities around employee performance assessment, tracking, metrics, and appraisal.

Responsibilities

  • You develop and manage performance tools, processes, and programs

  • You translate company goals to individual goals and align efforts and outcomes

  • You clearly communicate what success looks like for each part of the organization

  • You determine appropriate feedback systems for performance planning

  • You design and evaluate performance appraisal and tracking systems

  • You develop performance improvement plans, coaching agendas, training materials, and progress tracking methods

  • You assess and develop appropriate key performance indicators and performance goals for specific positions and departments

Experience

  • You have people management experience

  • You have a working knowledge of performance management systems and how to tailor those systems to a RevOps organization

  • You have experience aligning RevOps incentives with business goals

  • You have experience managing sales teams and effectively tracking performance and metrics across an organization

  • You have the ability to determine the appropriate incentives for the position and aligning those incentives with key performance indicators and deliverable goals

Objectives / Outcomes / Measurement

An improvement in organizational productivity:

  • Alignment between individual performance goals and RevOps organization goals

  • Alignment of RevOps goals across Marketing, Sales, and Operations teams

  • A well structured method of tracking performance and providing feedback

 

 Insights Team

FC Blue.png

Business Analyst

Description

As part of the Insights team, this role requires the ability to interpret data from disparate business data sources. This role is needed to analyze data and communicate how to apply findings to the business models and needs of the the company. Your activities can involve strategic analysis, business model analysis, systems analysis and process analysis. Business analysts help inform and report key performance indicators, business model optimizations and opportunities, define requirements for success or requirements for new businesses or products. You will also contribute to case studies and assess the validity of new business plans or strategies.

Responsibilities

  • You will be responsible for the analysis of business models and strategies

  • You own the communication of your analysis to improve business processes

  • You conduct research into new business models and assess the validity of new ventures

  • You provide insights and analysis into current business and inform direction of process and model changes

  • You will need to gain an understanding of the underlying systems that contribute to the business and how they interact to result in the end product/process/outcome

Experience

  • You have previous data analysis or business administration experience

  • You are able to model business processes and communicate the analysis of those processes

  • You have built case studies examining businesses or processes

  • You have prior experience with sales and marketing tools like Salesforce and HubSpot

Objectives / Outcomes / Measurement

An improvement in organizational productivity:

  • More efficient workflows and processes

  • Decreased ramp up time

  • Increased carry capacity

  • Increased deal velocity

  • Cleaner data stores

  • Increased visibility into operations and metrics

 

Data Scientist

Description

As part of the Insights team, this role requires the ability to gather and interpret data from disparate business data sources. You have the ability to manage and manipulate large amounts of data for the purposes of analysis and communication with the rest of the company. Your interpretation of the data will require a large amount of interaction with other teams to understand what the sources of data are, how this data might affect the business and its processes, and what problems are being solved by drawing conclusions from the data that has been collected. The interpretation of the data requires an understanding of the challenges facing the organization and must be clearly communicated so that concrete actions may be taken to tackle those challenges.

Responsibilities

  • You collect, manage, and maintain data stores for the company

  • You produce regular reports and analysis based on the data

  • You communicate findings and propose data-based projects or initiatives

  • You inform business processes and strategies based on data analysis and findings

  • You find out what challenges and pain points exist for each department and determine if those challenges can be investigated through the data science process

  • You provide insights into process that are not-obvious without rigorous data analysis

Experience

  • You are an experienced programmer and statistician

  • You are comfortable working in large, varying data sets and environments

  • You are able to adapt to different systems and gather data from those systems as needed

  • You have a strong understanding of RevOps processes and the challenges faced by RevOps organizations

  • You can translate sales and marketing requirements and challenges into actionable data projects

  • You have experience communicating technical information to non-technical or department specific audiences

Objectives / Outcomes / Measurement

An improvement in organizational productivity:

  • Increased understanding of underlying systems

  • Increased data processing efficiency and analysis

  • Increased cohesion of data across business sources

 

Database Developer

Description

As part of the Insights team, this role requires the ability to gather and store data from disparate business data sources. You have the ability to manage and manipulate large amounts of data for the purposes of making that data available to other members of the organization. You are responsible for designing the databases used to store company data, ensuring that the data is both accessible and secure, and that other members of the organization are able to retrieve the data that they need.

Responsibilities

  • You own the design and structure of the data facilities

  • You provide access to the databases to each area of the company that requires it

  • You decide the appropriate database schemas and formats for the data you are storing

  • You organize different data sets and link data sources together as needed

  • You provide extensive documentation on available data and how to access it

Experience

  • You are experienced in database technologies and best practices

  • You have a working understanding of how databases store data, and how different sources of data can provide that data for the company

  • You are fluent in database languages and can easily interface with business system APIs to collect the data needed for business processes

Objectives / Outcomes / Measurement

An improvement in organizational productivity:

  • Better, more consistent access to business data

  • Single, or simple locations for data

  • Faster analysis of data by Insights team

 

 Tools Team

FC Blue.png

Systems Administrator

Description

As part of the Tools team, this role requires the ability to implement and provide the technology, tools, and systems needed to support business operations. You are responsible for the upkeep, configuration, and reliable operation of technical systems within the company. These systems vary from maintaining the company’s website and hosting of web properties, to implementing Sales and Marketing software, and Customer Success tracking systems. This role requires a highly technical understanding of business technologies and how to maintain them.

Responsibilities

  • You maintain existing technologies and systems for the RevOps organization

  • You implement new technologies for the the RevOps organization

  • You ensure the consistent performance and uptime of the systems and technologies used by the company

  • You interface heavily with stakeholders in each part of the organization to ensure that their needs are being met by the systems and technologies

Experience

  • You have previous experience in systems administration

  • You have technical qualifications/certifications in systems administration activities

  • You are able to implement and maintain CRM environments like Salesforce, and marketing automation systems like HubSpot, and are familiar with implementing similar tools and technologies

  • You are able to manage large numbers of users across a variety of devices and configurations

  • You have a proven ability to understand business processes and implement systems to enable those processes

Objectives / Outcomes / Measurement

An improvement in organizational productivity:

  • Consistent availability of and access to tools and technologies

  • Seamless transitions between systems and adoption of new technologies

 

Software Developer

Description

As part of the Tools team, this role requires the ability to create and provide the technology, tools, and systems needed to support business operations. You are responsible for the design, creation, and implementation of customer software systems in the organization. You will work closely with systems administrators, data scientists, and database developers to ensure that the software used by the organization functions as intended. You will need to have a highly technical understanding of software technologies and be able to translate business goals and projects to actionable software development tasks.

Responsibilities

  • You create the tools and APIs needed by the Insights team to view and manipulate business data

  • You work with Insights team and Tools team to create and maintain systems

  • You implement the technology stack used by the organization

  • You design the technical solutions to business issues and processes

  • You integrate CRM and marketing automation systems with internal data systems and technologies

Experience

  • You have previous software development experience

  • You have formal training in programming and software systems design

  • You have integrated software systems with CRM and marketing automation tools

  • You have built APIs and provided access to business data to data analysts and data scientists

  • You are comfortable with technical concepts and building programs that accomplish business goals and requirements

Objectives / Outcomes / Measurement

An improvement in organizational productivity:

  • Easier access to data

  • Ongoing maintenance of technology systems

  • Creation of software as needed to support new projects and business efforts

 

RevOps Job Templates

You’ve learned that there are four areas of responsibility under RevOps: Operations, Enablement, Insights, and Tools.

Now, learn how to hire them with our pre-made job description templates. 

milky-way-2695569_1920.jpg