Director, Revenue Operations

🕒 April 30

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Plooto

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

💸 Finance

☁️ SaaS

💰 Series B on 2022-12

Fintech • Finance • SaaS

Plooto is an all-in-one accounts payable and receivable software solution that empowers businesses with comprehensive cash management capabilities. By automating manual payment and accounting processes, Plooto allows businesses to focus on strategic growth and streamline their financial operations. The platform supports a variety of payment methods, including checks, credit cards, and international transfers, while ensuring high-security standards with encryption. Plooto integrates seamlessly with popular accounting software like QuickBooks, Xero, and NetSuite, offering features such as customizable workflows, automated reconciliation, and multiple user access. Designed to support over 10,000 businesses, Plooto is tailored for accountants, finance teams, and diverse industries to improve efficiency, reduce errors, and enhance financial visibility.

📋 Description

• 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

🎯 Requirements

• 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).

🏖️ Benefits

• Health insurance • Flexible work arrangements • Professional development opportunities • Paid time off