VP, Revenue Operations at CB Insights

| Greater NYC Area
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Drive continued sales. Maximize efficiency. Work collaboratively. 

As the VP of Revenue Operations you are an integral part of the business and sales leadership, tasked with bringing a data-driven framework to help guide the direction of our organization in every facet of the design and execution of our go-to-market strategies. 

The role you'll play:

You will do this by leading an experienced team of ~10 people in designing the strategy, choosing the technology, building and maintaining the infrastructure, and overseeing the analytics and optimization of our go-to-market organization, which includes approximately 120 professionals in Sales, Customer Success and Marketing. 

You will not only to ensure we have the best tools and processes in place to maximize efficiency through a strong operating rhythm, but also work collaboratively across virtually every function to create alignment and implement various strategic projects designed to drive revenue at a rapidly growing SaaS company. 

As the “go to” for sales, CS, and portions of marketing you will be a core part of the Sales and CS Leadership team, tasked with bringing a data-driven framework to help guide the direction of our organization.

About the RevOps Team:

Working on the RevOps team connects you to the entire organization. We work directly with nearly every department at the company to influence the growth of our organization and improve its effectiveness. Joining the RevOps team means you might work on a lead scoring model one day and a financial budget the next. Our team may be small but we have a big influence. 

Your main tasks:

  • Lead a team responsible for sales and CS planning, execution, forecasting, planning, reporting, pipeline management, compensation, and strategic analysis with expectations of high levels of quality, accuracy, and process consistency
  • Work alongside the SVP of Sales and Customer Success to establish and maintain scalable processes within the sales and customer lifecycle in order to maximize revenue growth
  • Own all systems and tools related to our sales, CS, and marketing processes with SFDC as our central hub. You will be responsible for evaluation, improvement, and implementation of all tools and software
  • Drive annual planning process for Sales and CS including budget goals, headcount models, territory planning, quota, and compensation design and management in close partnership with Finance and other leaders
  • Ensure the integrity of data and data flows in Salesforce, Hubspot, and other sales and marketing support tools and how they interact with our BI and finance systems 
  • Own the lead handoff process and actively manage the intersection of marketing and sales 
  • Support leadership in understanding of pipeline, forecasts, retention, and other KPIs while bringing best in class sales/CS strategy & planning techniques to support leadership in maximizing sales and retention
  • Deliver and execute on strategic projects and serve as the primary conduit for cross-functional work

You'll be successful here if you are:

  • A Problem solver that seeks truth from complex data
  • Intelligent strategist/big-picture thinker that recognizes opportunity for revenue growth
  • Self-starter that learns quickly and can navigate a fast-paced environment
  • Builder that enjoys implementing streamlined processes
  • Able to prioritize & multi-task with exceptional time-management skills
  • Relationship-builder that is able to work with various stakeholders and solve challenges in both macro and individual settings 
  • Someone with a strong team-first attitude, committed to developing your people
  • A believer in a get sh*t done attitude :)

What you bring to the table:

  • Previous senior level experience building out a sales and marketing tech stack as a company scales
  • Demonstrated ability to define, refine, and implement sales and CS processes and procedures
  • Proven proficiency in identifying, diagnosing, and resolving problems while prioritizing critical issues and mapping long-term departmental needs
  • Strong leadership skills and people management experience
  • Ability to draw actionable insights from large and complex datasets. Familiarity with BI tools preferred, strong modeling experience required 
  • Thorough understanding and experience with enterprise selling processes and all relevant metrics
  • 7+ years working with Salesforce. While we have an experienced team you should have a strong understanding of all admin capabilities including validation rules, process builders, object design and layout, and native reporting capabilities
  • Strong working proficiency with marketing automation systems strongly preferred
  • Financial background strongly preferred
  • Bachelor's Degree preferred

The Perks:

  • Amazing culture: Happy, Helpful, Humble, Hungry. Learn more here
  • A newsletter that 600k people follow: Sign up here.
  • Be Healthy: Health with HSA and FSA options, dental, and vision insurance along with unlimited/take what you need sick day policy
  • Plan for the future: 401k with up to 4% match
  • Continued Learning: $1,000 yearly continuing education stipend
  • Rest and Relax: Competitive vacation and holiday plans 
  • Refuel: Daily lunch stipend, unlimited snacks/coffee

We know that diversity makes for the best problem-solving and creative thinking. We are dedicated to adding new perspectives to the team and encourage everyone to apply if your experience is close to what we are looking for.

Equal Opportunity Employer: CB Insights is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

If you know someone who'd be perfect for the role, 
submit here and you'll be eligible for $5,000!

#LI-AG1
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Technology we use

  • Engineering
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MySQLDatabases

Location

498 7th Avenue, 14th Floor, New York, NY 10018

An Insider's view of CB Insights

What are some social events your company does?

To help foster cross team communication & collaboration, here are some things CB Insights does:

- yearly company offsite
- monthly company-wide team building events (past events include: bubble ball, game night, talent show, spelling bee, wine tasting, field day, etc.)
- monthly anniversary socials
- volunteer
- Ladies Lunches
- holiday party

Javonne

Senior Associate Recruiter

What's the biggest problem your team is solving?

Our team brings new datasets to the platform. A few valuable ones are patents, earnings transcript & press articles from special verticals.Instead of just surfacing the data, we run topic modeling, sentiment analysis & improving recommendation systems.The innovative way of feeding info helps clients to be sensitive to trends moving in the industry.

Shisi

Software Engineer

What does career growth look like on your team?

Our Sales Development Representative team has had tremendous growth over the past couple of years. Our career path is clear, we offer coaching and mentorship in order to successfully promote the team. Our SDRs know exactly what they need to accomplish in order to move up the ladder and grow both personally and professionally.

Logan

Senior Manager, Sales Development

How do your team's ideas influence the company's direction?

Customer Success at CBI acts as the intermediary between our clients and the org. Because of this, we are in a position to voice opinions that influence the product, events we host, and the intelligence we publish. With our fingers on the pulse of emerging tech, we are equipped to become strategic advisors for our customers and also the org.

Graham

Senior Manager, Customer Success

What projects are you most excited about?

I'm excited to accelerate our ability to ingest existing data sets. As we continue to expand our data sources, the Product and Data team have worked together to come up with solutions to manage the volume of data that enters the CBI database. I'm eager to work with engineers to start incorporating more automation to boost efficiency in our tools.

Anna

Technical Project Manager

What are CB Insights Perks + Benefits

CB Insights Benefits Overview

Subsidized health, dental, and vision insurance
401k with up to 4% match
$1,000 continuing education stipend
One Medical
Daily lunch stipend
Unlimited sick days
vacation + holidays

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Mean gender pay gap below 10%
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Up to $2,000 towards towards your FSA with up to $500 rollover.
Dental Benefits
Two different plan options to select from.
Vision Benefits
Health Insurance Benefits
3 different plan options through Empire Blue Cross Blue Shield
Life Insurance
Retirement & Stock Options Benefits
401(K)
CB Insights 401(K) program allows employees to starting contributing their 4th month of employment.
401(K) Matching
CB Insights 401(K) program matches upto 4% of an employee's contribution with immediate vesting.
Performance Bonus
CB Insights offers a performance bonus for all non-commissioned roles based on company and personal performance.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of maternal leave and 8 weeks of paternal leave.
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Snacks, coffee, tea and all the goldfish you can handle.
Some Meals Provided
$8 off towards seamless for lunch every day!
Happy Hours
Recreational Clubs
We have different culture clubs you can join including hiking and book clubs.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings once per month.
Promote from within
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.
Customized development tracks

Additional Perks + Benefits

Subsidized Health Insurance, 401(K) with Matching, Yearly Education Stipend, Lunch Stipend, 3D Printer, Office Gong, Awesome Team Building Events

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