Revenue Operations Director

We're seeking a Revenue Operations Director to join our leadership team and drive growth on two critical fronts: delivering exceptional revenue operations services that create predictable revenue for our clients, and optimizing 1 Bold Step's internal operations to fuel our continued growth.

This entrepreneurial leader will build and launch our comprehensive Revenue Operations service line from the ground up while strengthening our team management, processes, and client success functions. The ideal candidate thrives in dynamic environments, has a proven track record of creating and executing new initiatives, and possesses the strategic vision to help scale a growing agency that works with companies often larger than ourselves. This is an opportunity to shape both client outcomes and company direction while leading cross-functional teams in a fast-moving business where innovation and results matter most.

Key Responsibilities:

Revenue Operations Service Line Development:

• • Create and manage a comprehensive Revenue Operations service offering that integrates with our Lean Transformation of Marketing process
  • Define program scope, methodology, and deliverables for internal and external stakeholders
  • Develop necessary tools, audits, and documentation to support client engagements
  • Create and execute a full Go-To-Market strategy for the new service line
  • Establish KPIs that align with overall performance metrics
  • Generate measurable revenue through successful service delivery

Lead Generation & Nurturing Systems:

• • Develop and manage prospecting and nurturing engines to generate leads for clients across the whole customer journey.
  • Create systematic processes for lead qualification and hand-off to sales teams
  • Build inside sales capabilities or manage teams/contractors to execute client lead generation
  • Ensure smooth transitions and proper nurturing throughout the entire sales funnel

Client Revenue Cycle Optimization:

• • Conduct comprehensive end-to-end revenue cycle analysis to identify bottlenecks and inefficiencies
  • Manage client expectations regarding lead generation and the marketing-to-sales handoff process
  • Close the loop on ROMI by ensuring no broken processes impede predictable business growth
  • Provide strategic consultation on process improvements and team development
  • Collaborate with Digital Operations team to standardize reporting and systems

Internal Agency Operations:

• • Optimize internal revenue cycle from marketing through sales to client success
  • Work with team to establish performance metrics and reporting for agency-wide revenue operations
  • Improve client success functions, including onboarding, account management, as well as project upsells and increased retention
  • Support leadership in developing annual bonus and commission programs for team members
  • Enhance operational practices to support continuous improvement and scaling of the agency

Team Leadership & Development:

• • Manage current employees and contractors executing revenue operations work, including the Growth Strategists who manage client accounts
  • Provide training and development on revenue operations best practices
  • Lead cross-functional collaboration between business development, account management, and project teams
  • Mentor team members on revenue operations methodologies and client service excellence

Strategic Planning & Reporting:

• • Develop comprehensive reporting dashboards to track service line and client performance
  • Provide regular performance updates to leadership team and key stakeholders
  • Identify opportunities for service expansion and operational improvements
  • Support strategic decision-making with data-driven insights and recommendations

Skills & Qualifications:

Required:

• • Minimum 8+ years of related agency and/or sales operations experience
  • Proven track record in developing and launching new service offerings
  • Experience managing revenue operations for B2B organizations
  • Demonstrated success in optimizing end-to-end revenue cycles

Technical Skills:

• • Advanced proficiency with marketing automation platforms and CRM systems (specifically HubSpot and Salesforce)
  • Experience working with lead qualification teams (BDRs/ISRs)
  • Working knowledge of Asana or similar project management software
  • Strong data analysis and reporting capabilities
  • Understanding of sales process optimization and team development

Leadership & Soft Skills:

• • Excellent business writing and communication skills
  • Empathetic problem-solving and client consultation abilities
  • Strong analytical mindset with continuous improvement orientation
  • “Get it done” and “I'll figure it out” positive attitude
  • Ability to manage multiple projects and stakeholders simultaneously

Preferred Qualifications:

• • Bachelor's Degree in Business; MBA and operations certifications preferred
  • Experience with management systems including EOS, Lean Management, and Agile Marketing
  • Previous experience in agency leadership or service line development