Title Director, Revenue Operations & Enablement

The Role:

For more than 30 years, Baxter Planning has helped the world’s most innovative enterprises transform their Service Supply Chain operations. We are planning enthusiasts, problem solvers, and customer fanatics who believe there is always a better way.

As we enter the next stage of growth, we are looking for a Director of Revenue Operations to build and scale Baxter Planning’s RevOps function. This role is responsible for defining and driving the strategies that improve revenue predictability, sales productivity, and pipeline quality. By translating business objectives into scalable revenue processes, this role will work cross-functionally with Sales, Finance, and Marketing to drive measurable impact. This individual will also be responsible for preparing board-ready materials for executive leadership in a Private Equity-backed environment, requiring a high degree of professionalism, precision, and business acumen.

Success in this role will be measured by improvements in pipeline quality, forecast accuracy, sales cycle efficiency, and overall quota attainment.

Why Join Baxter Planning:

At Baxter Planning, our values of Passion, Courage, Creative Discontent, Intellectual Curiosity, and Partnership guide how we work and how we win together. This role offers the opportunity to shape and scale Revenue Operations in a high-impact environment where performance matters and insights drive strategic decisions.

As a Private Equity-backed organization, we operate with rigor, accountability, and a relentless focus on performance. Our teams are expected to think critically, act decisively, and deliver measurable outcomes that drive growth and operational excellence.

Purpose, Scope and Responsibilities:

Revenue Operations Strategy & Performance

Define and evolve the end-to-end revenue operating model (pipeline stages, forecasting methodology, deal inspection cadence)
Establish clear KPI frameworks tied to growth (pipeline coverage, conversion rates, sales cycle, win rates)
Partner with Sales Leadership to diagnose performance gaps and implement targeted improvements
Drive pipeline quality and inspection rigor, ensuring consistent deal qualification and progression

Revenue Operations Infrastructure

Support the development and documentation of RevOps processes from the ground up, including forecasting methodologies, reporting cadence, and governance standards
Help to continuously improve end-to-end revenue processes, ensures discipline in funnel management and consistency in pipeline definitions
Apply technology to help automate and drive efficiency in process execution and reporting
Collaborate cross-functionally with Finance, Marketing, Customer Success, and IT to ensure alignment across the revenue lifecycle
Recommend system enhancements and automation to improve scalability and efficiency

Sales Performance Optimization

Analyze sales data to identify trends, gaps, and opportunities for improvement
Make data-driven recommendations on best practices for pipeline management, forecasting, territory alignment, and sales process optimization
Support quota setting, performance tracking, and incentive plan analysis
Drive continuous improvement initiatives within the revenue function

Board & Executive Reporting

Prepare executive-level and board-ready presentations in PowerPoint for a Private Equity-backed organization
Translate operational and sales metrics into clear, compelling narratives for senior leadership and board members
Ensure reporting reflects accuracy, consistency, and alignment with financial reporting standards
Support monthly, quarterly, and annual business reviews

Job Requirements:

Required

5+ years of experience in Revenue Operations, Sales Operation or a related analytical role
Experience building or scaling a Revenue Operations function from the ground up in a scaling SaaS environment
Deep expertise in Salesforce reporting, dashboards, and data architecture
Advanced analytical skills with the ability to interpret complex datasets and communicate insights clearly
High proficiency in Microsoft PowerPoint and executive presentation development
Strong understanding of SaaS metrics, pipeline management, and revenue forecasting
Exceptional attention to detail and commitment to data accuracy
Professional presence and ability to communicate effectively with senior leadership and board-level stakeholders

Preferred

Experience working in a Private Equity-backed company
Experience supporting board reporting processes
Familiarity with revenue tech stack integrations and automation tools
Experience in B2B SaaS or enterprise software environments

Competencies & Attributes

Data-driven and analytical mindset
Continuous improvement orientation—always looking for a better way
High ownership and accountability
Strong cross-functional collaborator
Structured thinker who can translate data into business strategy
Comfortable operating in a high-growth, performance-focused environment

Baxter Planning

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Director, Revenue Operations