Director, Revenue Operations

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Teak

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2016

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Teak is a B2B company offering embeddable SaaS products—Smart Refunds and Friendly Insurance—that help experience and booking platforms convert refunds into revenue, manage claims and payouts, and transfer refund risk to insurance partners. Teak provides a lightweight API with enterprise-grade security and compliance (PCI, SOC 2), U. S. and Canadian licensing, customer support for refunds and payouts, and data-driven optimization to increase ancillary revenue and reduce chargebacks.

📋 Description

• Own the deal process from active opportunity through signed agreement, ensuring each stage has clear owners, entry/exit criteria, and expected timelines. • Act as the operational coordinator on in-flight deals, aligning Sales, Solutions, Legal, and Finance to ensure our process is followed, resolve blockers, and maintain deal momentum. • Identify recurring sources of friction in the deal cycle and build durable fixes, whether process changes, templates, playbooks, or system improvements. • Establish clear activity standards across Sales and CSM and monitor adherence, flagging gaps before they become problems. • Own HubSpot as Teak's system of record: data integrity, field definitions, pipeline stage logic, and user governance across Sales, Solutions, and CS. • Partner with Sales, Solutions, and CS leads to enforce CRM hygiene standards and ensure deal data is consistently captured and usable downstream. • Build and own a forward-looking planning model: the data foundation that turns pipeline, historical conversion, and capacity into reliable projections, scenario plans, and what-if analysis, so leadership can see around corners and plan ahead rather than react to what has already happened.

🎯 Requirements

• 5+ years in Revenue Operations, Sales Operations, or a closely related function at a B2B SaaS or technology company. • Deep HubSpot expertise, including custom objects, workflows, deal pipelines, reporting, and integrations. • Demonstrated experience owning or managing a deal process end-to-end, including cross-functional coordination to close. • Strong analytical skills with the ability to build prioritization models and dashboards that drive decisions, not just look good. • Proven ability to identify process friction and build durable fixes, not just workarounds. • Excellent communication skills and the ability to hold cross-functional stakeholders accountable without direct authority.

🏖️ Benefits

• Fully Remote Working Environment • Competitive Salary and Equity Opportunities • Unlimited Paid Time-off • Two paid week-long office closures per year: Christmas Eve through New Year’s Day, and the Week of Fourth of July • Medical, Dental, and Vision Benefits • Annual Bonus Program • 401k Matching • $100/month for Event Ticket Purchase • Twice annual company retreats in fantastic locations such as San Diego, Napa, Denver, Phoenix and Seattle