Analysis Skills, Business Intelligence, Business-to-Business (B2B), Consulting, Cross-Functional, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Data Quality, Finance, Forecasting, Leadership, Looker, Marketing, Microsoft Excel, NetSuite, Performance Analysis, Power BI, Pricing, Process Improvement, Reporting Dashboards, Sales, Sales Operations, Sales Pipeline, Sales Prospecting, Salesforce.com, Tableau, Workflow Analysis
Description
Title: Revenue Operations Lead
Location: Charlotte, NC (Onsite)
NO C2C!!!- W2 only - GC and USC only
Overview We are seeking a hands-on Revenue Operations Lead to build and optimize reporting, forecasting, CRM governance, and commercial operations across a growing B2B organization. Reporting directly to the CCO, this role will support the full revenue lifecycle while helping scale the company's RevOps function.
Key Responsibilities
- Own sales operations including pipeline management, forecasting, reporting, quota tracking, and CRM governance
- Build and maintain dashboards and reporting in Power BI, Tableau, or Looker
- Ensure CRM data accuracy and proactively deliver insights to commercial leadership
- Translate ICPs and sales directives into target prospect lists using tools like Apollo or ZoomInfo
- Track sales team performance against prospecting and pipeline goals
- Support pricing analysis and deal workflows using Excel-based tools
- Partner cross-functionally with Sales, Finance, Marketing, Operations, HR, and IT
- Help improve commercial processes and support scaling initiatives and acquisitions
Requirements
- 5-8+ years in Revenue Operations, Sales Operations, or Commercial Strategy
- Strong experience with CRM systems, pipeline management, forecasting, and reporting
- Hands-on BI/dashboard building experience (Power BI preferred)
- Strong Excel and analytical skills
- Experience in high-growth or scaling B2B environments
- Comfortable operating strategically while remaining highly hands-on
Preferred
- Experience in consulting or private equity-backed companies
- Familiarity with Salesforce, Power BI, NetSuite, Apollo, or ZoomInfo