8 дней назад
Revenue Operations (AI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Revenue Operations (AI): Owning the canonical funnel definitions, CRM behavior, routing, forecasting, and revenue instrumentation for an AI-native commercial insurance operation with an accent on inspectable workflows, reconciled metrics, and accountable ownership. Focus on analyzing funnel failures, designing controlled automations, validating operating changes with SQL and source data, and measuring their impact on conversion, speed, and booked revenue.
Location: San Francisco, United States; on-site. Relocation to the United States is required if not already based there.
Company
is an AI-native commercial insurance company rebuilding insurance operations as software and scaling across offices in San Francisco, Atlanta, and New York.
What you will do
- Own canonical funnel definitions, lifecycle stages, entry and exit rules, data sources, and accountable owners.
- Design and maintain CRM fields, validations, automations, permissions, state transitions, routing, exceptions, and escalation paths.
- Publish forecasting methods with documented inputs, assumptions, versions, and variance against booked revenue.
- Ensure demand, contact, intake, quote, close, bind, and booked-revenue metrics reconcile to source records.
- Analyze funnel volume, conversion, speed, and handoff failures and turn findings into measurable operating changes.
- Automate enrichment, generated notes, task creation, quality checks, and reporting while preserving source data, failure states, and correction paths.
Requirements
- Experience owning revenue operations, sales operations, growth operations, or a comparable operating system in a fast-growing company.
- Knowledge of CRM architecture, lifecycle stages, routing, attribution, forecasting, and pipeline hygiene.
- Ability to write SQL or work directly with data to test operational claims.
- Ability to move from analysis to operating change and measure whether the change worked.
- Experience operating automations such as generated notes, enrichment, routing, task creation, or reporting with visible sources, failure states, and correction paths.
- Must be based in San Francisco or ready to relocate; the role is on-site with no remote or hybrid default.
Nice to have
- Experience partnering closely with sales leaders and frontline operators.
- Experience improving booked revenue and conversion rather than focusing only on dashboard activity.
Culture & Benefits
- On-site, in-person environment with long days and high standards.
- Health, dental, and vision insurance.
- Commuter benefits.
- Team meals and snacks.
Hiring process
- Founder screen for initial fit and alignment.
- On-site day involving team meetings and real operational scenarios.
- Application includes a resume and a short example of diagnosing and improving a funnel or CRM operating issue.
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