Senior Revenue Operations Specialist
Heap
About The Role
We are seeking a Senior Revenue Operations Specialist to join our global Revenue Operations team as a strategic partner to our North American Sales and Customer Success organizations. In this role, you would be part of the operational team aligned to the NA Region, ensuring these GTM teams are able to execute our global strategy while managing dynamics specific to the region.
You will lead the North American operating cadence, from territory optimization processes to performance and productivity measurement. A key component of this role is proactively identifying areas where AI can drive operational improvements and leading the regional rollout of these capabilities to enhance the effectiveness of our field teams and the Revenue Operations department itself.
What You Will Do
1. Territory & Lifecycle Management
Territory Strategy: Design and oversee regional territory processes and systems, including managing temporary coverage, identifying "white space" opportunities, and executing quarterly account reviews and movements with a focus on long-term scalability.
Account Penetration: Architect and analyze account engagement and field activity frameworks to ensure North American teams are maximizing their impact and driving depth within their assigned territories.
Onboarding & Offboarding Lifecycle: Manage the operational transition for new hires and departures, including the setup and adjustment of quotas, commission plans, territory assignments, and tool access.
2. Performance & Productivity Analysis
Revenue Performance & Sales Cycle Optimization: Run regular analysis on growth, renewal, and pipeline generation (PG) to identify regional trends. Monitor the conversion sales cycle to pinpoint bottlenecks and partner with leadership on the innovation and follow-up of sales initiatives.
Advanced Performance Management: Manage regional performance tracking and data audits to ensure the North American organization has a clear, consistent view of team productivity and goal attainment, providing executive-ready insights.
Process Innovation: Contribute to the design and implementation of process innovations and enablement materials to increase rep productivity and ensure regional teams are utilizing the GTM tech stack effectively.
3. Forecasting & AI Innovation
Regional Forecasting Cadence: Facilitate the weekly and monthly forecasting cadences for North American Sales and CSM teams using Clari to identify risks and ensure numbers are accurate.
AI Orchestration & Governance: Identify high-impact operational areas where AI can drive improvements. Develop and lead the rollout of these intelligent solutions and automated workflows to the North American region.
Operating Cadence & QBR Leadership: Drive the regional cadence, including leading pipeline reviews and managing the operational coordination and data-readiness for North American Quarterly Business Reviews (QBRs).
What You Bring
Experience: 4+ years in Revenue Operations or Sales Operations within a B2B SaaS environment.
Operational Expertise: High-level proficiency in territory planning and managing complex forecasting cadences for both Sales and Customer Success.
AI Fluency: Experience with Generative AI tools and a clear vision for how agentic workflows can be applied to revenue processes to drive productivity and predictability.
Platform Proficiency: Experience with Clari (or comparable revenue intelligence tools) and Salesforce as a strategic business partner.
Stakeholder Influence: Exceptional ability to build trust and influence regional Sales and Success leaders without direct authority, translating their business needs into actionable operational processes.
115000 - 125000 USD a year