
51 - 200 employees
For over 25 years, ID Plans has been a pioneer in delivering innovative solutions designed to streamline portfolio operations in the commercial real estate (CRE) sector. Our flagship platform, ID CLOUD, serves as an all-in-one operating system for leasing, tenant, and property management, expertly developed to enhance efficiency and support strategic growth.
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51 - 200 employees
For over 25 years, ID Plans has been a pioneer in delivering innovative solutions designed to streamline portfolio operations in the commercial real estate (CRE) sector. Our flagship platform, ID CLOUD, serves as an all-in-one operating system for leasing, tenant, and property management, expertly developed to enhance efficiency and support strategic growth.
• 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.
• 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.
• Health, Dental , and Vision Insurance • Paid time off
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