Performant Capital is a Chicago-based private equity firm focused on SaaS and tech-enabled services investing in companies with annual revenue ranging from $3M to $40M. With over 50 years of collective investing and operating experience in these sectors, Performant’s principals seek opportunities where its depth of investing, operating expertise, and partner network can materially impact performance.
Summary:
Performant Capital is seeking a highly motivated and detail-oriented Revenue Operations Specialist to join our dynamic team in Chicago, IL. As a key member of the team, you will play a critical role in supporting our entire portfolio by driving data-driven insights and operational excellence across our go-to-market (GTM) functions, including marketing, sales, implementations,
and customer success.
In this role, you will work closely with cross-functional teams to optimize revenue processes, enhance operational workflows, and ensure alignment between teams to drive efficiency and growth. You will be responsible for implementing best practices, managing key operational metrics, and providing actionable insights to support strategic decision-making.
The ideal candidate will have a strong background in revenue operations, a deep understanding of GTM functions, and a passion for using data to drive business outcomes. If you're looking to make an impact at a fast-growing firm and thrive in a collaborative environment, we encourage you to apply.
Responsibilities:
- Partner closely with management and leadership to drive strategy and operational excellence initiatives which optimize revenue funnels and GTM processes.
- Establish processes to accurately forecast revenue, including refining the forecast methodology and evaluating sales forecasting results and trends.
- Develop and implement GTM reporting and metrics to track ongoing delivery against GTM strategy; proactively monitor sales activities to maintain high levels of quality, accuracy and process consistency, and share key metrics for executive and board-level reporting.
- Lead deep-dive root cause analysis on specific, high-priority business challenges.
- Partner with other teams to develop and improve regular business-critical reporting.
Your Impact:
- Revenue Strategy Development: Collaborate with the Head of Marketing to develop and execute revenue optimization strategies aligned with company goals. Assess effectiveness of sales and marketing process/methodologies and support our sales expansion and ICP strategy.
- System Ownership: Manage and optimize our core GTM tech stack.
- CRM Management: Manage and optimize our Hubspot CRM platform to streamline sales and marketing processes, track KPIs and drive desired behaviors.
- Forecasting: Develop clean tracking and forecast motion within our CRM that covers pipeline generation and closed won revenue.
- Revenue Analytics: Analyze performance metrics, identify revenue opportunities, and optimize monetization strategies.
- Process Development: Build mechanisms and infrastructure to facilitate growth.
- Strategic collaboration: Develop new mechanisms to address emerging strategic priorities, partnering with the cross-functional teams that play key roles in our sales engagements.
- Funnel Quality: assess and make strategic, data based changes to lead scoring, MQL, SAL, and SQL definitions and subsequent actions.
Requirements:
- Bachelor's degree and 2-4+ years of experience in B2B sales operations or revenue operations roles, preferably within SaaS companies
- Strong problem structuring, critical thinking, and a can-do attitude
- You’re a Hubspot ninja, with experience managing and administrating other GTM systems
- Current tech stack includes Recurly, Zapier, Heap, Intercom, Client File, Mode
- Proven experience using data to drive insights and business decisions; familiarity with data query/visualization tools (e.g., Mode, SQL) preferred
