Head of Revenue Operations

Persado is an innovative Marketing AI platform that integrates high-performance creative generation with automated review of compliance risks. Used by 8 out of the top 10 US banks today, the Persado platform orchestrates and facilitates interactions between a bank's marketing team and its compliance team as they generate collateral that balances performance and compliance risk. Persado is at the forefront of helping marketing teams in highly regulated industries - such as banking, insurance, and financial services - manage content with speed, compliance, and confidence. Our platform empowers enterprise marketing departments to generate and deliver personalised timely, compliant content across channels with unparalleled efficiency and oversight. 

As an employer, Persado is committed to creating a place where everyone’s unique perspective is valued. We understand that our team members and our inclusive culture are what make Persado special. Persado is proud to be named on Fast Company’s World’s Most Innovative Companies list in 2020 and Built In’s Best Places To Work in 2021, 2022 & 2024.

We are hiring a Head of Revenue Operations to build, scale, and lead the operational backbone of our revenue organization. This role reports directly to the CRO and serves as the operational backbone of our go-to-market organization and the operational partner to Sales, Marketing, Partnerships, and Finance, ensuring our revenue engine is predictable, data-driven, and scalable, particularly within complex, enterprise sales environments.

You will define how we:

• Forecast
• Measure pipeline health
• Track new-logo and expansion revenue
• Align Sales, Customer Success, Marketing, and Finance
• Operate from a single, trusted source of truth

This is a strategic and hands-on role.

You will design the structure — and ensure it is adopted.

Revenue Forecasting & Pipeline Discipline

• Establish and standardize enterprise forecasting methodology
• Improve forecast accuracy across long, multi-stakeholder deal cycles
• Define stage exit criteria, inspection cadence, and opportunity hygiene standards
• Support capacity planning and territory design

Dual Revenue Motion (New Logo + Expansion / NRR)

• Operationalize tracking across net-new ARR and Net Revenue Retention (NRR)
• Ensure visibility into renewals, upsell, and expansion lifecycle
• Implement compensation tracking aligned with revenue ownership
• Support collaboration between Sales and Customer Success

CRM & Revenue Systems Architecture

• Design and govern CRM architecture to support enterprise account-based selling
• Evaluate, optimize, and potentially evolve the revenue tech stack
• Ensure clean lifecycle management from prospect to expansion• Drive CRM adoption across Sales and Customer Success teams
• Eliminate spreadsheet-based revenue reporting

Core systems may include:

• Salesforce Sales Cloud and/or HubSpot CRM
• HubSpot Marketing
• Gong (revenue intelligence)
• Clay (data enrichment & outbound workflows)
• Webinar platforms (BrightTALK / ON24)
• Outbound automation (Lemlist)

You are expected to rationalize and evolve this stack, not just administer it.

Executive Reporting & Cross-Functional Alignment

• Build board-ready dashboards across pipeline health, bookings, ARR, expansion, and retention
• Establish standardized KPI definitions across Sales, Marketing, and Finance
• Translate executive GTM strategy into measurable operational frameworks
• Provide analytical support to leadership decision-making

• 8–12+ years in Revenue Operations, Sales Operations, or GTM Operations in enterprise SaaS
• Demonstrated experience improving forecast accuracy in complex, long-cycle environments
• Experience supporting dual motions (new-logo acquisition and expansion/retention)
• Deep CRM architecture experience (Salesforce and/or HubSpot), including redesign or migration
• Experience integrating revenue intelligence, marketing automation, and enrichment tools
• Strong systems thinking with the ability to simplify complexity
• Proven track record increasing CRM adoption across revenue teams
• Executive presence and ability to influence CRO/CEO-level discussions
• Comfort building structure where none exists

You are not a passive administrator.

You are a builder of revenue clarity.

Why This Role Matters

Persado is shifting from opportunistic growth to engineered growth.

This role will define:

• How we forecast
• How we scale
• How we measure performance
• How we align teams around revenue
• It is foundational to our next stage of growth.

What Success Looks Like (First 6–9 Months)

Clear forecasting methodology adopted across Sales

• Improved forecast accuracy and pipeline visibility
• CRM architecture supporting new-logo and expansion motion
• Unified revenue reporting trusted by executive leadership
• Sales and Customer Success operating from shared definitions and data

You will own the end-to-end revenue operations function – spanning CRM governance, enterprise sales process design, forecasting accuracy, marketing systems alignment, pipeline management, performance analytics, and cross-functional revenue planning.