Responsibilities

• Define and own the operational frameworks that ensure sold revenue is delivered efficiently and effectively across all brand customer offerings.
• Establish clear definitions of campaign health, customer health, and operational performance that align Services, Client Success, Finance, and Sales.
• Translate revenue pipeline signals into forward-looking operational insights that inform staffing, prioritization, and investment decisions.
• Own the metrics that answer “did we deliver what we sold, and was it efficient?” at the campaign, customer, and portfolio level.
• Build and maintain reporting that surfaces campaign health, budget utilization, margin performance, and delivery risk.
• Partner with Services, Client Success, and Finance leadership to define what “healthy” looks like and implement early warning systems when campaigns or customers drift off track.
• Develop consistent frameworks for measuring customer health that work across product lines and engagement models.
• Own the end-to-end Sales-to-Services handoff process, ensuring accurate, timely, and complete transfer of deal context into execution.
• Build pipeline-to-capacity forecasting models that give Services 30–60–90 day visibility into incoming workload.
• Connect Sales forecasting with Services capacity planning to enable proactive staffing and resource allocation.

Requirements

• 4+ years of experience in Revenue Operations, Sales Operations, Business Operations, or Customer Operations within a SaaS, professional services, or solutions delivery environment.
• Proven ability to design and implement cross-functional processes that drive measurable business outcomes.
• Strong command of Salesforce or comparable customer management platforms, including reporting, workflow design, and data modeling.
• Experience with capacity planning, forecasting, or resource modeling that connects demand signals to operational capacity.
• An analytical mindset with the ability to translate data into insight—and insight into action.
• Exceptional written and verbal communication skills, with the ability to document complex processes and influence senior stakeholders.
• Comfort operating in ambiguity and a bias toward building structure where it doesn’t yet exist.

Preferred

• Understanding of services delivery, agency operations, or delivery-based business models; experience in the creator economy or marketing industry is a plus.
• Experience with project management tools (e.g., Asana, Teamwork) and BI or reporting tools (e.g., Tableau, Looker, Domo, or similar)