Director of Revenue Operations (SaaS, FI's)

Mission - Why We Need YouFounded in 1980, SMA Technologies has been at the forefront of IT automation for over four decades—empowering organizations to focus on what matters most. With deep roots in NASA and a proven track record of innovation, we’ve earned our place as the trusted automation partner for credit unions and banks nationwide. As we continue to grow, we’re seeking a results-oriented, collaborative professional to join our revenue team—someone who’s passionate about driving performance, supporting cross-functional success, and fueling a high-growth pipeline. If you're ready to make a meaningful impact and thrive in a fast-paced environment, we’d love to hear from you.
Objectives – The Problems You’ll SolveReporting to our Chief Revenue Officer, the Director of Revenue Operations is an essential member of SMA’s revenue team tasked with manipulating data to steer strategic action that improves sales performance across the buyer journey. You will be the revenue reporting subject matter expert responsible for uncovering insights to find areas of opportunity for exponential growth. You will empower our teams by building dashboards, forming sales strategy, leading annual planning and driving opportunity conversions. In Partnership with the CRO you will have the unique opportunity to deliver revenue reporting to the Leadership team and Board.
How You’ll Get ThereIn your first month, you will onboard, get up to speed, take accountability for our revenue data and present an assessment of our sales metrics with areas to improve revenue operations at SMA.Interview Sales/Marketing/Customer Success teams to understand how they operate and how they would benefit most from the tools in the tech stack.Deeply understand our sales and marketing strategy and the role you will play in improving the buyer journey.Take ownership of our revenue data including the build of our weekly / monthly revenue reporting pack.Manage our Sales and Customer Success enablement playbook and work with Marketing / Product to iterate over time.Present your early diagnosis of Revenue Operations to Sales and Marketing leadership.
In your first 3 months, you will take ownership of revenue reporting to the Leadership Team and Board while also taking responsibility for our sales tech stack, dashboards and team enablement.Generate weekly revenue forecasts (month and quarter focus) and roll up each week’s numbers to Sales and Customer Success Leadership.Partner with the CRO on monthly reporting for our Leadership team and company Board.Analyze historical data to identify customer and sales rep performance trends, insights, and benchmark against the broader industry.Take a share of responsibility for the management and implementation of sales tools and platforms including Salesforce, Grow.com and Gong.io.Build dashboards for company reporting and forecasting with an eye towards identifying revenue trends/insights and proposing solutions.
In your first 6 months, you will become a subject matter expert on our buyer journey and revenue data, with a deep understanding of past performance, currents goals and future budget planning needs.Increase sales efficiency by working closely with teams to provide recommendations on ways to increase leads, improve conversion rates and more effectively manage their time.Recommend changes to current sales techniques, procedures, or promotional efforts based on market research and performance trends to improve sales performance.Assume responsibility for training new and existing members of our revenue teams with processes and tools.Work with Revenue Leadership to refine the structured sales processes & methodology for better forecasting accuracy.Partner with CRO on annual budget, including territory and compensation planning.Collaborate with our cross-functional teams to review operational procedures, identify inefficiencies, and design, develop and configure customizable and scalable processes while automating solutions.
Competencies – What we’re looking forAnalytical skills: You can quickly structure and process qualitative or quantitative data and draw insightful conclusions from it. You should exhibit a probing and curious mind and achieve penetrating insights.Attention to detail: You have high level of attention to detail and produce high quality work. You do not let important details slip through the cracks or derail a project.Collaboration: You can reach out to peers and build successful relationships with key stakeholders to establish an overall collaborative working environment.Accountability + Follow-through on commitments: You live up to verbal and written agreements, regardless of personal cost. You can adjust quickly to changing priorities and conditions, and cope effectively with complexity and change. You will do what you say and demonstrate tenacity and willingness in holding others accountable to follow through on commitments.Ability to coach and develop people: You will play an integral part in coaching members of the sales organization in their current roles and supporting them to improve performance and preparing them for future roles and success.Master of Efficiency:?You’re known for working smarter – not harder. You have a strong track record of building and enhancing processes and workflows that lead engaged buyers to be in front of sales. You’re familiar with multiple CRM and marketing automation tools (SalesForce, HubSpot) and love creating a clean, organized web of plugins and integrations to make the company as efficient as possible. You pride yourself in your ability to balance organized data with the need for speed.
What’s in it for you?At SMA, we pride ourselves on ensuring that our employees are taken care of and that you have what you need to succeed in and out of work. In addition to competitive compensation, we provide:A remote first environment – Work from wherever you are comfortable in the contiguous U.S. as SMA is a remote first organizationSMA will provide all the gear you need to be successful in your role, including Laptop and tools, $100/month phone reimbursement, monitors, gear to get yourself started, plus a one-time $250 stipend to purchase any extras100% Company paid health, dental and vision insurance for you and your immediate family on our competitive HSA plan offering. SMA also contributes $1,800 per year into an HSA account for you to spend on qualifying healthcare costs100% company paid LTD, AD&D and basic life insurance for youFlexible PTO (like unlimited PTO) and flexible working hours to accommodate a great work/life balance11 Paid HolidaysQuarterly Wellness Days to recharge in whatever way you need$2,500 Annual Professional Development stipend to help you continue to enhance your skills
How We Work – Our Core ValuesBe Kind - We are kind and helpful. We care and act with empathy. We take care of ourselves, each other, and our customers. We understand boundaries. We believe clear is kind. We exhibit healthy behaviors and are self-aware.Be Authentic - We are genuine. We are real. No pretenses. We know ourselves and celebrate our differences of thoughts, ideas, and skills. We show our true self -our whole self- every day. We unlock our teams' potential by unlocking our own and each other's potential. There is only one you and we want to see YOU every day.Be Collaborative - We unite for a common cause. We are in pursuit of the best idea - not our own idea. As a remote company, we must collaborate and communicate to make a difference - an impact. We do this for our teams and for our customers.Be Determined - Giving up is not in our nature. We are smart people who solve tough problems. We have a bias toward action. We strive for great outcomes. We achieve our goals. We deliver success for customers, ourselves, and each other.
Work Environment and Physical RequirementsWork primarily in a climate-controlled environment with minimal safety/health hazard potential. High level of stress. Sedentary, sitting, wal