Job Description

The Revenue Operations Director leads for the Sales & Marketing department the processes, programs, analytics, and insights needed for our department and independent representative channel partners to identify and maximize revenue opportunity for the company. This includes marketplace analytics design, obtaining and visualizing insights, sales performance metrics and accountability program, sales technology integration, and cross functional alignment for success in these efforts that result in increasing commercial performance across the organization. This role is the lead for our department related to sales planning, orders forecasting, data architecture, CRM strategy, sales enablement, and the development of insights that inform our strategic decision making. The position partners with Sales, Marketing, Customer Care, Finance, and IT to streamline processes, improve customer experiences, and enhance revenue opportunities through data driven strategies, optimized workflows, and connected technology systems.

Primary Duties

Leads strategic insights function by gathering, interpreting, and reporting intelligence related to marketplace, channel partner reps, and competition in support of enterprise‑wide strategy development and leadership.
Extracts actionable insights from data to improve performance, operational efficiency, and customer engagement, regularly engagement with leadership accordingly.
Oversees sales program management and execution of strategic initiatives, ensuring alignment across commercial teams.
Develops and manages sales enablement programs, including content, tools, training, and data‑driven competency reinforcement, in collaboration with Marketing colleagues.
Leads processes for sales planning, rep quota development, and forecasting to enable sales leaders to drive commercial performance and strategic decision‑making.
Designs and maintains data architecture and predictive analytics to support revenue growth, forecasting accuracy, and business insights.
Serves as the CRM leader for the sales organization, overseeing system strategy, configuration, adoption, and enhancement.
Identifies software and technology needs and partners with IT, Engineering, and Product Management to streamline workflows and strengthen sales technology infrastructure.
Aligns people, processes, and technology across Sales, Marketing, Customer Care, and Business Operations to improve visibility and prevent silos from forming.
Defines key metrics, dashboards, and performance scorecards to evaluate outcomes and drive accountability.
Enhances customer experience through process optimization and technology‑enabled solutions, in close collaboration with related departments and stakeholders, such as: Sales, Marketing, Customer Care, Engineering, and Product Management.
Ensures accurate, compliant, and timely reporting of commercial performance.
Performs other duties as assigned.

Job Requirements

Bachelor’s degree in Business, Analytics, Marketing, Finance, or related discipline; 7+ years of experience in Revenue Operations, Sales Operations, Commercial Strategy, or related fields.
Experience leading cross‑functional initiatives involving analytics, CRM systems, process optimization, or sales enablement.
Or any combination of education and experience which provides equivalent knowledge and background.
Experience with analytics platforms, CRM administration, and sales enablement technologies preferred.

Knowledge, Skills, And Abilities

Deep knowledge of revenue operations, sales processes, forecasting, and CRM best practices.
Ability to create into our organization the functions, processes, tools, etc. described herein.
Strong analytical skills and ability to translate data into actionable insights.
Expertise in designing and optimizing cross‑functional commercial processes.
Ability to lead technology‑driven projects and collaborate with IT and engineering partners.
Excellent communication and stakeholder‑management capabilities across multiple teams.
Strong project management and organizational skills.
Proficiency in Microsoft Office Suite, data visualization tools, and CRM systems.

Essential Mental And Physical Functions

Ability to work in a fast‑paced environment managing multiple initiatives simultaneously.
Prolonged periods of sitting or working at a computer.
Occasional travel for cross‑functional meetings or training.
Strong analytical reasoning, attention to detail, and strategic problem‑solving skills.

Work Environment

Work is primarily performed in an office environment with regular collaboration across commercial, technical, and operational teams.
Occasional travel may be required for team meetings, training, or strategic planning.
Compliance with all organizational policies to maintain secure handling of data and technology systems.
Requires flexibility to travel as needed, anticipated need is 25% of the time or less.

Disclaimer

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that may be required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. The employee must be able to perform the essential functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, absent undue hardship.

AAON, Inc.

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Revenue Operations Director