Head of Revenue Operations

Location: Scottsdale, AZ (in office)

Peerlogic is a high-growth SaaS company serving healthcare practices with AI-powered communication and workflow solutions. We are seeking a Director of Revenue Operations to lead and optimize the full revenue lifecycle across Marketing, Sales, Customer Success, and Billing.

This role is responsible for building scalable systems, ensuring data integrity, improving forecast accuracy, and driving operational alignment across all revenue-generating functions.

Role Overview

The Director of Revenue Operations will own the design, implementation, and optimization of processes and systems that support revenue growth and retention. This individual will partner cross-functionally with GTM leadership and Finance to create visibility, accountability, and efficiency throughout the customer lifecycle.

This is a hands-on leadership role requiring strong systems expertise and financial acumen.

Key Responsibilities:

Revenue Strategy & Forecasting

Own revenue forecasting process and reporting cadence
Develop consistent definitions for pipeline stages, revenue categories, and lifecycle milestones
Build executive dashboards tracking new business, expansion, churn, and retention
Partner with Finance on revenue reconciliation and reporting

Marketing Operations

Oversee lifecycle management and lead attribution models
Ensure marketing-to-sales handoff accuracy
Track funnel conversion metrics and customer acquisition efficiency

Sales Operations

Manage CRM architecture, governance, and data integrity
Design territories, quotas, and compensation plans
Monitor pipeline health and conversion performance
Ensure accurate commission tracking and payout processes

Customer Success & Expansion Operations

Track renewals, churn, and expansion pipeline
Improve visibility into customer health and retention drivers
Align CS metrics with revenue outcomes

Billing & Subscription Operations

Ensure alignment between CRM and billing systems
Oversee subscription accuracy and revenue tracking
Partner with Finance to reconcile bookings, billings, and recognized revenue

Required Experience

6+ years of Revenue Operations experience in a SaaS environment
Demonstrated experience supporting Marketing, Sales, and Customer Success functions
Deep expertise in Salesforce (CRM architecture, reporting, automation)
Strong working knowledge of HubSpot (marketing automation, lifecycle tracking, attribution)
Experience with Zuora or similar subscription billing platforms
Advanced Excel and financial modeling skills
Strong analytical and problem-solving capabilities

Preferred Qualifications

Experience in subscription-based or recurring revenue models
Experience in vertical SaaS or healthcare technology
Proven ability to scale processes in a growing organization

Compensation

Competitive base salary
Performance-based bonus
Equity participation

This role is ideal for a systems-oriented operator who thrives on bringing structure and clarity to complex revenue environments and enabling cross-functional growth.

Peerlogic

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Head of Revenue Operations