Revenue Operations Lead

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🔥 0 minutes ago

🌲 Oregon – Remote

🌲 Oregon – Remote

⏰ Full Time

🟠 Senior

💹 Revenue Operations

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Counterpart

WebsiteLinkedInAll Job Openings

11 - 50 employees

🛡️ Insurance

☁️ SaaS

🤝 B2B

Insurance • SaaS • B2B

Counterpart is a company that focuses on providing management liability insurance products tailored for small business owners and insurance brokers. They offer a comprehensive range of insurance products including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, and General Liability coverage. Counterpart is recognized for its innovative approach to mitigating risks and delivering value through a user-friendly platform, supporting efficiency and effectiveness in claims management and risk assessment. The company is committed to supporting small businesses in navigating financial risks through custom insights and expert guidance. Counterpart partners with brokers to enhance client experiences and offers API integration for seamless service delivery.

📋 Description

• Oversee, document, and optimize sales, engagement, and customer service processes • Identify bottlenecks and implement solutions • Build predictive dashboards that flag anomalies, bottlenecks, and pipeline risk while providing next actions • Own monthly, quarterly, and annual sales planning, including productivity drivers • Build and monitor staffing and capacity plans for the GTM team • Design and implement quota methodology and variable compensation structures • Deliver AI-assisted market insights, forecast projections, and competitive analysis • Align field, product, and technology leaders to optimize processes and results • Develop a marketing operations process to track and analyze campaign performance and inform future campaigns and ROIC • Orchestrate field, marketing, and operational alignment through documented workflows and process, technology, and communication optimization • Build and maintain AI-powered workflows across the sales and retention cycle • Design integrations and automations across Salesforce, HubSpot, Intercom, and other systems • Build controls and monitoring for appropriate and consistent system usage • Evaluate and deploy AI tools, predictive models, and workflow automation • Provide performance-driver reporting and insights to internal and external stakeholders

🎯 Requirements

• Experienced and analytical revenue operations professional • Experience optimizing revenue streams and maximizing profitability • Ability to collaborate with Business Development, Marketing, and Insurance Product teams • Ability to identify revenue opportunities and improve processes • Experience implementing effective revenue strategies and driving AI-tool adoption across GTM • Ability to build playbooks and run enablement sessions • Ability to measure and manage performance, innovate on incentives, and partner with leadership • Knowledge of sales, engagement, and customer service processes • Experience building dashboards, forecasting pipeline risk, and identifying anomalies and bottlenecks • Experience with sales planning, productivity drivers, staffing, and capacity planning • Experience designing quota methodologies and variable compensation structures • Experience with AI-assisted compensation analysis, market insights, forecasting, and competitive analysis • Experience with marketing operations, campaign performance analysis, and ROIC • Experience building AI-powered workflows, integrations, and automations • Experience with Salesforce, HubSpot, and Intercom • Experience evaluating and deploying AI tools, predictive models, and workflow automation

🏖️ Benefits

• Welcoming and inclusive workplace • Respectful, supportive, and connected work environment • Equal Opportunity Employer