Cornerstone Companies operates in a business environment where effective financial management, operational coordination, and sustainable revenue growth are important to long-term performance. As organizations expand their client relationships and commercial activities, reliable revenue processes and accurate business reporting play an increasingly important role in supporting management decisions.
Job Summary
The Director of Revenue Operations will oversee the systems, reporting processes, and analytical functions that support the company's revenue performance. This role connects sales operations, financial planning, and business intelligence to improve forecasting accuracy, strengthen operational efficiency, and provide leadership with actionable insights.
Working closely with finance, sales, marketing, and executive management, you will establish consistent revenue processes, monitor performance indicators, and identify opportunities to improve commercial results.
The ideal candidate combines strong financial and analytical capabilities with experience in revenue operations, CRM management, and cross-functional leadership.
Key Responsibilities
- Revenue Strategy: Develop and manage revenue operations strategies that support business objectives, sales performance, and sustainable growth.
- Financial Planning: Oversee revenue forecasting, pipeline analysis, budgeting support, and financial performance reporting.
- Data Analysis: Evaluate sales activity, revenue trends, customer acquisition costs, and performance metrics using Excel, SQL, and business intelligence tools.
- CRM Management: Oversee CRM platforms and sales management systems to maintain accurate records, improve workflow visibility, and strengthen reporting capabilities.
- Process Optimization: Identify inefficiencies in sales processes, account management, and revenue workflows, implementing improvements where appropriate.
- Performance Reporting: Develop dashboards and management reports that provide clear visibility into revenue performance, pipeline development, and business trends.
- Cross-functional Collaboration: Partner with finance, sales, marketing, and operations teams to align revenue objectives and improve coordination.
- Financial Analysis: Evaluate profitability, revenue opportunities, operating costs, and commercial performance to support management decisions.
- Team Leadership: Guide revenue operations personnel, establish performance expectations, and support professional development.
- Executive Communication: Present revenue analysis, forecasting updates, and operational recommendations to senior leadership.
Qualifications & Requirements
- Education: Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred. MBA or advanced qualifications are a plus.
- Experience: 5–8 years of experience in revenue operations, sales operations, financial analysis, or business operations, including team leadership or management responsibilities.
- Financial Expertise: Strong understanding of revenue forecasting, budgeting, financial reporting, profitability analysis, and business performance measurement.
- Data Analysis: Advanced proficiency in Microsoft Excel and experience using SQL for business and revenue analysis.
- CRM Knowledge: Experience with Salesforce, Salesforce Sales Cloud, HubSpot, or comparable CRM platforms.
- Business Intelligence: Familiarity with Tableau, Power BI, Looker, or other reporting and data visualization tools.
- Operational Management: Demonstrated ability to improve business processes, manage reporting systems, and coordinate cross-functional initiatives.
- Communication: Strong analytical thinking, organizational skills, and the ability to communicate financial and operational findings to leadership.
- Work Environment: Reliable high-speed internet, a professional remote workspace, and the ability to collaborate effectively with distributed teams.
Pay: $186,300.00 - $242,000.00 per year
Benefits:
- 401(k)
- Commuter assistance
- Dental insurance
- Employee assistance program
- Employee stock purchase plan
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Military leave
- On-site gym
- Paid parental leave
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
Work Location: Hybrid remote in Indianapolis, IN 46260
