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Revenue Operations Director - New York, NY

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The job in short

Revenue operations director.

SwiftMarketingInsurance

Details

Found
25 d ago · posted 2026-09-24
Location as listed
New York, NY, United States
Role
Executive / Director
Source
The company’s own careers site

Full description

This role reports into the SVP of Revenue Growth for our Integrated Services Business Unit—which encompasses our title, mortgage, insurance, and warranty product lines. This high-profile operational leadership role will be accountable for establishing our national Revenue Operations foundation, starting with the custom rollout of our HubSpot sales CRM to support 200+ sales team members across 40+ regions. We are looking for a strategic, collaborative RevOps leader to build scalable systems that empower our sales teams and drive performance across all markets. Successful individuals in this role can plan on earning a competitive base salary and variable compensation. Key Responsibilities: • Strategy Development: Build out the business unit’s first-ever revenue operations team. Partner with sales leaders, finance, data, sales performance & marketing teams to assess the needs, scope, and strategy for the team. • CRM Strategy & Implementation: • Own the overall strategy, design, and implementation of our HubSpot CRM • Ensure that sales workflows are simple and effective; continuously gather field feedback to improve the user experience. • Lead all rollout and training of on CRM functionality and processes. • Build scalable processes to maintain clear territory and sales coverage data. • Data & Analytics Enablement: • Partner with data, finance, and sales teams to improve our revenue focused reporting suite. Lead targeted sales training to increase reporting adoption and increase data fluency across our field organization. • Operationalize advanced analytics assets - including predictive modeling and agent segmentations - into core business workflows. • Serve as the primary liaison for field inquiries, triaging data escalations to ensure swift, effective resolution & clear prioritization for data teams. • Maintain segmentation, matching, and territory management. • Goal Setting & Performance Mgmt: Establish robust KPI and reporting frameworks to enable data-driven goal-setting, performance management, and strategic decision-making across all regions. Own the end-to-end goal setting process in close partnership with sales leaders, finance, analytics and HR teams. • Team Leadership: Build a small high-performing RevOps team with a focus on continuous feedback loops and operational consistency across markets. Provide senior leadership team with updates on department scope, strategy, and impact. Minimum Requirements: • Bachelor's degree preferred, but not required • 8+ years of experience in Revenue Operations or Sales Strategy/Operations roles • Proven experience owning complex CRM strategy, process design, and custom system rollouts (HubSpot platform experience a plus). • Demonstrated expertise in working with finance and data teams on goal-setting, KPI development, and reporting suite rollouts; in close partnership with finance, data, and sales leaders • Exceptional leadership communications skills with a track record of driving change across diverse, cross-functional stakeholders. • Stellar analytical capabilities, strategic vision, and a self-starter mindset focused on high-impact results. • Diverse candidates, thinking, and backgrounds encouraged! We are proud to offer a comprehensive benefits package to our employees including: • Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D • 401(k) savings plan with company match • Paid Time Off to Include Holidays , Vacation Time, and Sick Time • Paid Family & Paternity Leave • Life Insurance • Business Travel Accident Insurance • All employees receive access to LinkedIn Learning • Employee Referral Program • Adoption Assistance Program • Employee Assistance Program • Health and Wellness Program and Incentives • Employee Discounts • Employee Resource Groups

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