Reporting to our Chief Revenue Officer, the RevOps Lead will be in the driver's seat to provide the analytics & forecasting, systems administration, and strategy to ensure the CRO is aggressively moving in the right direction. Every day you will find ways to make the CRO’s job easier and provide insights and tools for the marketing and sales team to deliver their results.

Day-to-day Responsibilities:

Technology & Integrations

Serve as the main point of contact for all sales & marketing technical projects and initiatives
Maintain the sales & marketing tech stack, including integrations, system configuration, and prioritization of requested enhancements for our current and future tech stack, including ConnectWise, BrightGauge, Lifecycle Insights, Hubspot, ZoomInfo, etc.
Optimize processes with a view to continually improve how the systems are configured to optimize the efficiency and effectiveness of our marking, AM, & sales programs and people

Data Stewardship

Document and implement data acquisition and validation processes to ensure data completeness, quality, and accuracy are aligned with our corporate standards
Owns sales data quality & consistency across all locations for ConnectWise and other systems used for marketing & sales
Manage and implement go-to-market data segmentation to scale marketing campaigns
Document and manage the sales & account mgt processes in CRM &/or Connectwise (and manage integrations as needed)
Create best practices for data capture and quality control of accounts and contacts for prospects and customers across systems

Adoption & Training

Regularly train the team on current systems, processes, and policies and share best practices (e.g., lead scoring, sales processes, performance dashboards, etc.)
Develop training documentation that improves system adoption and guides internal teams on proper system usage
Serve as a central point for sales and marketing tech stack training and questions

Data Analysis, Performance Reporting & Optimization

Enables cloud-based reporting within ConnectWise, Lifecycle Insights, and Brightgauge
Develop a deep understanding of key revenue performance metrics required to achieve targets, and continuously monitor and report progress
Ensure geos are adhering to new data reporting requirements (weekly Ninety, Shore reporting, go-forward new reporting for internal updates)
Surface insights to management that help drive towards action, which includes the development of system reports and dashboards both locally and consolidated views.
Work with CRO & Finance in setting budgets, quotas and developing compensation plans.
Work alongside pre-and post-sales management to support accurate forecasting of all revenue on a weekly, monthly, & quarterly basis
Work alongside marketing to establish attribution reporting to track campaign ROI
Continually analyze performance against metrics and work with team leaders to create and implement process improvement plans
Coordinate information flow across teams and platforms
Prioritize projects objectively across Marketing, Sales, Account Management, and Operations tied to the business goals such as the overall platform’s GTM strategy

Skills and Experience

Bachelor’s degree required, with focus in business finance or operations a plus
2+ years of CRM/ERP administrator experience required and other sales and marketing automation. Conectwise experience preferred
1+ years proven financial reporting experience and proficient in tools like MS Office, Pivot Tables, and developing and managing complex spreadsheet files
Able to work in a face-paced “startup” type environment
The right person could take a greater role over time to provide input to strategy development and planning
Desire to gain exposure to M&A

If you are interested, please apply on our careers page Careers at PTG | Managed Service Provider | Greenville SC (goptg.com).

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Palmetto Technology Group, Inc.

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Revenue Operations Associate