Revenue Operations (Data & Systems) - Director (NY)

Experteer Overview In this Director role, you will own and optimize revenue data across Salesforce and NetSuite, evolvingKBRA's operations into a scalable, reporting-focused model. You will lead data governance, process design, and cross-functional alignment to deliver reliable pipeline and revenue reporting that informs planning and executive decisions. The position combines hands-on data work with strategic system improvements to unlock long-term growth and operational efficiency. You'll work closely with Business Development, Finance, and Technology to establish a single source of truth and scalable data practices. Compensation / Benefits * Lead transition to a reporting-centric data model across Salesforce and NetSuite, ensuring data consistency and reliability * Analyze systems, data, and workflows to identify gaps and implement scalable improvements * Own data cleanup, standardization, and ongoing data quality monitoring for trusted reporting * Define and enforce data governance, field definitions, and naming conventions * Design end-to-end deal lifecycle processes and align BD and Finance workflows * Collaborate cross-functionally to drive system alignment and operational improvements * Maintain accurate pipeline outputs and revenue reporting to support planning and decision-making * Support integrations, automation, and data alignment across tools to ensure scalable data flow * Create and maintain documentation for data definitions, processes, and system usage; enable knowledge sharing * Train stakeholders on new processes and tools to ensure adoption and sustainability Tasks * 10+ years in Revenue Operations or Sales Operations with demonstrated ownership of data, systems, and process improvements * Deep expertise in Salesforce (data architecture, reporting, integrations) * Experience with NetSuite or a similar ERP is strongly preferred * Proven track record transforming messy data into clean, scalable, well-documented systems * Strong analytical abilities to translate complex datasets into actionable insights * Excellent cross-functional collaboration and stakeholder management * Strong communication skills adaptable to technical and non-technical audiences * Independent, proactive, and able to lead initiatives end-to-end with minimal oversight * Bias toward structure, scalability, and long-term impact * Familiarity with Generative AI tools like ChatGPT is a plus Key requirements * hybrid work schedule * competitive benefits and paid time off * paid family and disability leave * 401(k) with company match * educational and professional development financial assistance * employee referral bonus program

In field definitions, and naming conventions * Design end-to-end deal lifecycle processes and align BD and Finance workflows * Collaborate cross-functionally to drive system alignment and operational improvements * Maintain accurate pipeline outputs and revenue reporting to support planning and decision-making * Support integrations, automation, and data alignment across tools to ensure scalable data flow * Create and maintain documentation for data definitions, processes, and system usage; enable knowledge sharing * Train stakeholders on new processes and tools to ensure adoption and sustainability Tasks * 10+ years in Revenue Operations or Sales Operations with demonstrated ownership of data, systems, and process improvements * Deep expertise in Salesforce (data architecture, reporting, integrations) * Experience with NetSuite or a similar ERP is strongly preferred * Proven track record transforming messy data into clean, scalable, well-documented systems * Strong analytical abilities to translate complex datasets into actionable insights * Excellent cross-functional collaboration and stakeholder management * Strong communication skills adaptable to technical and non-technical audiences * Independent, proactive, and able to lead initiatives end-to-end with minimal oversight * Bias toward structure, scalability, and long-term impact * Familiarity with Generative AI tools like ChatGPT is a plus Key requirements * hybrid work schedule * competitive benefits and paid time off * paid family and disability leave * 401(k) with company match * educational and professional development financial assistance * employee referral bonus program