Position Overview

The Director of Revenue Operations will lead the global Revenue Operations function, responsible for designing, scaling, and optimizing the systems, processes, and data infrastructure that power end-to-end revenue generation across the organization.

This role sits at the intersection of Sales, Marketing, Customer Success, Finance, and Data, and plays a critical role in driving operational alignment, revenue visibility, and scalable growth.

The ideal candidate is both strategic and hands-on, with strong experience in building RevOps infrastructure in fast-moving environments, including Salesforce ecosystems, BI platforms, and cross-functional GTM process design. In addition, this role is expected to actively drive AI-enabled transformation across GTM processes, including automation, predictive analytics, and AI-assisted revenue workflows.

Key Responsibilities:

1. Revenue Operations Strategy, Systems & Leadership

• Own and execute the global RevOps strategy aligned with company growth
• Serve as strategic partner to CRO, COO, and GTM leadership
• Lead GTM systems, including Salesforce, BI, and core revenue infrastructure
• Define scalable operating model, KPIs, governance, and revenue processes

2. GTM Process, Data & Performance Infrastructure

• Own end-to-end GTM process design from lead to cash and monitiziation
• Drive revenue reporting, forecasting, and BI dashboards (Tableau)
• Maintain single source of truth for revenue, pipeline, and performance data
• Ensure alignment between operational and financial reporting models

3. Systems Transformation, Automation & AI Enablement

• Lead Salesforce architecture, consolidation, and continuous optimization
• Drive automation across GTM workflows to reduce manual effort and increase scale
• Evaluate and optimize GTM tech stack for efficiency and consolidation
• Lead AI initiatives across RevOps, including forecasting, insights generation, and workflow automation

4. Integration, Commissioning & Sales Operations

• Lead RevOps integration across mergers and business units
• Own commission and incentive infrastructure and reporting systems
• Ensure alignment between compensation models, performance tracking, and revenue outcomes

5. Team Leadership

• Build and lead a high-performing RevOps team across systems, analytics, and operations
• Drive execution discipline, ownership culture, and data-driven decision making
• Partner with leadership on org design and capability development

Key Qualifications

• 8+ years in Revenue Operations leadership positions, Sales Operations, or GTM Operations
• Strong Salesforce and RevOps systems expertise
• Experience with BI tools such as Tableau
• Proven experience in GTM transformation, system integration
• Strong executive stakeholder management (CRO, COO, CFO)
• Hands-on builder with strategic leadership capability
• Experience in AdTech or SaaS environments preferred
• Familiarity or experience with AI-driven GTM transformation is a strong advantage

The Role: Strategic Operations Manager, Operational Excellence

The Provider Operations team is responsible for enabling high-quality, efficient provider engagement and driving performance across the Provider Growth team. This role sits within our Operational Excellence function and is responsible for defining, owning, and scaling the systems, workflows, and operating model that power Provider Operations.

This is a highly strategic and analytical role focused on end-to-end process design, cross-functional alignment, and long-term scalability. You will partner closely with Sales, RevOps, Product, and Marketing to define “what good looks like” and ensure Provider Operations can operate efficiently at scale.

You’ll spend approximately 50% of your time leading and executing critical initiatives, and 50% helping to define strategy, frameworks, and performance standards to drive measurable improvements across the organization leveraging data.

Responsibilities

• Operating Model + Workflows: Support the end-to-end design and evolution of Provider Operations workflows. Define and standardize how work gets done across the Provider Growth organization.
• Strategic Planning & Initiative Leadership: Define and lead high-impact, cross-functional initiatives. Set direction, align stakeholders, and ensure scalable implementation.
• Cross-Functional Alignment: Partner cross-functional to translate operational needs into scalable system and tooling improvements. Act as the bridge between frontline workflows and technical solutions.
• Operational Excellence: Drive a culture of operational excellence by standardizing processes, documentation, and best practices across Provider Operations.
• Problem Solving: Identify systemic inefficiencies and design solutions across people, process, and technology to improve scalability, consistency, and provider experience.

Must-Have Qualifications

• Experience: 4+ years of proven experience using analytics to solve complex business or operational problems across multiple teams, ideally in a high-growth, fast-paced environment; Bachelor’s degree in Business, Operations Management, or a quantitative field.
• Problem Solving: Exceptional problem-solving skills with a track record of delivering high-impact results. Ability to approach ambiguous challenges with structured thinking and creativity.
• Strategic Thinking: Ability to define and drive long-term strategy while balancing immediate operational needs.
• Technical Proficiency: Proficiency in data analysis tools (Google Sheets, SQL, BI tools), with the ability to interpret data and translate insights into system-level improvements.
• Collaborative Mindset: Strong experience gathering requirements and partnering with cross-functional stakeholders. Ability to influence and align teams across technical and non-technical functions.
• Communication Skills: Ability to clearly articulate strategy, frameworks, and recommendations to both technical and non-technical audiences.
• Project Management: Proven ability to lead large-scale, cross-functional initiatives from concept through implementation.
• Adaptability/Resiliency: Thrives in ambiguity and can operate effectively in a fast-paced, evolving environment.

Director, Revenue Operations

About Plooto

Plooto is a Canada-born fintech company on a mission to give small and mid-sized businesses the financial power to succeed on their own terms. We make payments secure, accurate, and stress-free so businesses and their accountants can spend less time in the books, confidently manage cash flow, and make smarter decisions every day. We’re a team that builds with integrity, agility, and heart, and we’re looking for customer-minded pros who share our passion to join us as we scale.

Director of Revenue Operations

We’re looking for a Director of Revenue Operations to build and scale the systems, processes, and insights that power our go-to-market engine. This role sits at the center of Sales, Marketing, Customer Success, and Finance—driving alignment, improving performance, and enabling predictable, scalable revenue growth as Plooto continues to grow.

You’ll bring structure to how we operate, clarity to how we measure success, and momentum to how we execute. You’ll also play a key role in modernizing how we work, leveraging AI and automation to make our GTM teams faster, smarter, and more effective.

What You’ll Do

• Own and optimize the end-to-end revenue engine across Marketing and Sales - from lead to close to expansion and retention
• Build and optimize a hybrid product-led and sales-supported growth model - ensuring a smooth experience between in-product conversion and rep-led or channel-driven sales where needed
• Drive forecasting, pipeline management, and reporting to improve predictability and decision-making
• Partner with GTM leaders to define targets, KPIs, and performance frameworks that align to company goals
• Build and scale revenue processes that are efficient, repeatable, and adaptable as we grow
• Improve data quality, visibility, and accessibility across the funnel to enable better insights and faster decisions
• Lead CRM (Salesforce) strategy, governance, and ongoing optimization
• Own and evolve the revenue tech stack, ensuring systems are integrated, scalable, and delivering real value
• Identify and implement automation and AI-driven solutions to increase efficiency, improve accuracy, and unlock new capabilities across GTM teams
• Support strategic planning, including annual planning, territory design, and capacity modeling
• Analyze performance trends and deliver clear, actionable recommendations to leadership
• Build and lead a high-performing RevOps function as the company scales

How You Work

• AI-native operator: You don’t just use AI, but you rethink how work gets done with it. You’ve implemented AI to automate workflows, enhance decision-making, enrich data, or unlock new insights. You can point to specific examples where AI meaningfully improved speed, quality, or revenue outcomes.
• Deeply collaborative partnerships: You approach RevOps as both a strategic and service function. You listen first, understand the real problem, and work alongside stakeholders to design the right solution. You build trust through partnership and consistently elevate the teams around you.
• Systems thinker with a bias for action: You see how tools, data, and processes connect—but you don’t over-engineer. You prioritize what matters, move quickly, and iterate as you go.

What You Bring

• 7–10+ years of experience in Revenue Operations, Sales Operations, or GTM Strategy
• Experience in a high-growth SaaS environment (fintech experience is a major plus)
• Hands-on experience owning and optimizing a modern revenue tech stack
• Proven ability to integrate systems and ensure clean, reliable data flows across the funnel
• Demonstrated experience applying AI and automation to improve GTM performance (e.g., forecasting accuracy, pipeline generation, sales productivity, customer expansion)
• Strong expertise in forecasting models, dashboards, and reporting frameworks
• Deep understanding of funnel metrics, pipeline dynamics, and revenue drivers
• Strong analytical skills, with experience using SQL, BI tools, or data platforms (preferred)
• Track record of driving cross-functional alignment and influencing senior leaders
• Experience building or scaling RevOps processes in a growing organization
• Excellent communication skills - able to translate complex data into clear, actionable business insights
• Bachelor’s degree in Business, Finance, Analytics, or a related field (MBA or relevant certifications are a plus)

Why Become a Plootonian?

If you’re looking to make a meaningful impact, look no further. We’re transforming the payments space in North America by delivering an unrivalled product experience to solve a real and pressing problem for SMBs.

The biggest reason small businesses fail is poor financial management and cash flow — and Plooto fixes that. We have strong product-market fit, a massive opportunity ahead, and the backing of experienced fintech leaders.

You’ll join a team that cares deeply about customer impact, takes pride in our craft, and moves with urgency. We’re just getting started — and you’ll help shape the next chapter of our growth story.

Join Plooto and be part of a mission that matters.

What We Value

• Curiosity and a drive to continuously improve how work gets done
• Ownership and accountability—you follow through and deliver results
• Thoughtful, intentional execution over unnecessary complexity
• A genuine desire to help teams succeed and perform at their best

Show Us

We care deeply about how you think and operate.

Be ready to share specific examples of how you’ve used AI to meaningfully improve a go-to-market workflow, decision, or outcome—and how you partnered with stakeholders to make it successful.

Equal Opportunity & Accessibility

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace. We welcome applications from individuals of all backgrounds and experiences. Accommodations are available upon request throughout the recruitment and selection process. If you require accommodation, please contact us at HR@plooto.com.

AI in Hiring

We may use technology, including artificial intelligence, to assist in the screening, assessment, or selection of applicants. These tools are used to support fair and consistent hiring practices.

Applicant Privacy & Process

We thank all applicants for their interest; however, only those selected for further consideration will be contacted. There is one vacant role open for this position.

About the Role 

We’re looking for a highly motivated, analytical Sales Operations Specialist to join our growing team. This role sits within Revenue Operations and partners closely with Sales, Sales Enablement, Marketing, IT, Finance, and Customer Experience to improve operational efficiency, strengthen data integrity, and scale our revenue systems. You’ll be a hands-on Salesforce power user/admin who also loves connecting systems, improving processes, and applying automation/AI to help teams sell smarter. 

This is an ideal role for someone who is detail-oriented, curious, and eager to build best-in-class workflows and reporting across a modern GTM tech stack. 

What You’ll Do  

Lead CRM Data Hygiene & Governance 

• Drive ongoing data hygiene efforts including de-duplication, enrichment, lifecycle management, and compliance. 
• Establish and maintain data standards, field definitions, and operational guardrails in partnership with cross-functional teams. 
• Ensure pricing, products, and contract-related records are accurate and accessible for leadership. 

Drive CRM, Automation, and AI Improvements that Move the Needle 

• Support Salesforce workflows, automations, and user experiences that increase seller productivity and data quality. 
• Identify high-impact opportunities for AI-enabled enhancements (e.g., routing, enrichment, activity capture, pipeline hygiene, forecasting support). 
• Partner with stakeholders to translate business needs into scalable system solutions. 
• Support integration troubleshooting, monitoring, and documentation to ensure reliable data flow and clean handoffs between systems. 

Build Reporting, Insights, and Operational Confidence 

• Create and enhance Salesforce reports and dashboards to support pipeline visibility, activity tracking, funnel performance, and operational KPIs. 
• Support BI workflows and stakeholder reporting needs (e.g., Power BI). 
• Collaborate with data teams on data transformations/queries as needed (SQL-heavy environment). 

Project & Change Management + Enablement Partnership 

• Drive planning, prioritization, and delivery of RevOps system projects and enhancements. 
• Partner with Sales Enablement to monitor adoption, launch improvements, and deliver training and communications. 
• Build and maintain process documentation, tool training materials, and integration documentation. 
• Support user onboarding/offboarding across the revenue tech stack and maintain internal knowledge articles. 

Additional Revenue Operations Support 

• Maintain pricing and contract records in Salesforce and systems like LinkSquares (and/or DocuSign). 
• Perform other Revenue Operations and data-related tasks as needed.  

What You’ll Bring (Requirements) 

• 3+ years in a Revenue Operations / Sales Operations function with a focus on systems, process, and business operations. 
• Salesforce Administrator experience (3+ years) including configuration, customization, automations/flows, reports, dashboards, and security/access fundamentals. 
• 1 to 3 years of experience using AI tools (Clay, ChatGPT/Claude) to automate go to market tasks and build agentic workflows.
• Strong working knowledge of Salesforce Sales Cloud (bonus for Revenue Cloud and/or Service Cloud). 
• Strong working knowledge of SQL (comfort writing queries to validate, troubleshoot, and analyze GTM data). 
• Strong proficiency with Excel (advanced formulas, pivot tables, data visualization). 
• Experience supporting and/or owning system integrations (APIs, middleware concepts, data mapping, sync behavior, error handling). 
• Experience with BI and reporting tools such as Power BI (or equivalent). 
• Strong project management skills: scoping, prioritization, documentation, stakeholder alignment, and execution. 
• Excellent interpersonal and communication skills, able to explain technical concepts to non-technical stakeholders. 
• Ability to thrive in a fast-paced environment with multiple priorities and evolving requirements. 
• A builder mindset: curiosity, strong ownership, and a passion for learning new technologies.  

Preferred Qualifications (Nice-to-Have) 

• Experience with Databricks (or modern data platforms/warehouses). 
• Experience with SOQL tooling and admin accelerators (e.g., Salesforce Inspector, Workbench, AppExchange tools). 
• Familiarity with data enrichment and routing best practices.  

What Success Looks Like 

• Salesforce is trusted: cleaner data, fewer duplicates, consistent definitions, and better governance. 
• The revenue tech stack “just works”: integrations are stable, documented, and easy to troubleshoot. 
• Sellers and leaders have clear visibility: dashboards and reporting are adopted and actionable. 

About this opportunity:

At Freenome we are seeking a Senior Software Engineer to grow our Platform team. This is an opportunity to join a stellar group of engineers with the mission to enable scientific innovation, cross-functional collaboration and data intelligence as we move from R&D to the commercial launch of our lifesaving multi-cancer detection blood tests. This team builds and operates the multi-tenant platform that provides a governed data lakehouse and query infrastructure, scalable batch and distributed compute, and self-service environments for development and analytics to an interdisciplinary user base across all Freenome.

The ideal candidate has experience building internal platforms, enjoys collaborating with other domain experts, and is comfortable operating in a fast-evolving technical and organizational environment.

The role reports to our engineering management team. This role will be a Remote role.

What you’ll do:

• Lead projects end to end and contribute to impactful platform initiatives that power R&D, operational excellence and business intelligence analytics.
• Partner with engineers, scientists, product managers and business teams to identify high-leverage opportunities and build common solutions.
• Integrate open-source, enterprise and SaaS technologies into our evolving stack.
• Design and ship components of a new platform architecture to enable multi-tenancy, fine-grained data governance, workload isolation and scaling.
• Contribute to the growth of our Data Lakehouse platforms, enabling well governed data products for analytical and operational use cases.
• Continuously improve the Research Platform to meet our Science’s evolving needs for experimentation, ML Ops, data processing and analysis.
• Help shape how we approach data modeling, context engineering and emerging semantic layers to make data easier to discover and to use.
• Advocate for a product mindset within Platform and Data engineering at Freenome, focusing on developer effectiveness and platform usability.
• Explore and pilot AI-assisted or agentic workflows to enhance individual and team productivity, sharing learnings with the broader organization.
• Collaborate through system design, code reviews and pairing, promoting a strong team culture of accountability, learning, and psychological safety.
• Support platform users to troubleshoot issues and unblock critical work.
• Model Freenome’s values and principles in your work and interactions.
  

Must haves:

• 6+ years of experience building and operating highly reliable production software systems, preferably in platform engineering teams or similar.
• Proficiency with Python and experience with one or more other high-level programming languages.
• Strong knowledge of Linux fundamentals including networking and containerization.
• Hands-on experience operating cloud services, storage and compute using IaC with at least one major cloud provider, preferably Azure or GCP.
• Operational experience managing and optimizing large Kubernetes clusters, preferably in single or multi-cluster environments with thousands of nodes.
• A pragmatic approach to reliability, observability, performance tuning, and operational excellence.
• Excellent communication and documentation skills.
• Comfort with cross-functional collaboration and navigating tradeoffs.
• BS or higher in computer science or a related technical field, or comparable experience.
  

Nice to haves:

• Columnar data processing, open lakehouse technologies and table formats.
• Supporting researchers, data scientists, AI/ML teams.
• Flyte or other modern workflow orchestrators.
• Everything as Code approach to infrastructure, policies, data.
• Operating production systems in Microsoft Azure.
• Open-Source contribution and maintenance.
  

Benefits and additional information:

The US target range of our base salary for new hires is $161,925 - $227,325. You will also be eligible to receive equity, cash bonuses, and a full range of medical, financial, and other benefits depending on the position offered.  Please note that individual total compensation for this position will be determined at the Company’s sole discretion and may vary based on several factors, including but not limited to, location, skill level, years and depth of relevant experience, and education. We invite you to check out our career page @ freenome.com/job-openings/ for additional company information.  

Freenome is proud to be an equal-opportunity employer, and we value diversity. Freenome does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Applicants have rights under Federal Employment Laws.  

• Family & Medical Leave Act (FMLA)
• Equal Employment Opportunity (EEO)
• Employee Polygraph Protection Act (EPPA)

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