Lead Revenue Operations Specialist

Position Summary

NFTE is seeking a highly organized, analytical, and systems-oriented professional to serve as Lead Revenue Operations Specialist. Reporting to the Director, Revenue & Strategic Partnerships, this role is responsible for building and maintaining the infrastructure, systems, processes, and reporting capabilities that support a high-performing Revenue & Strategic Partnerships function.

The Lead Revenue Operations Specialist serves as the operational backbone of the team's growth efforts, ensuring CRM integrity, pipeline visibility, forecasting accuracy, reporting consistency, and process discipline across all partnership development activities.

This role partners closely with the Revenue & Strategic Partnerships team, Finance, Advancement, Marketing, Product, Program Delivery, and Executive Leadership to provide actionable insights, improve operational efficiency, and support data-driven decision making

The ideal candidate combines strong analytical skills with process design expertise and enjoys creating systems that enable teams to perform at their highest level.

Key Responsibilities

Revenue Operations & Process Management (30%)

• Design, implement, and continuously improve revenue operations processes and workflows.
• Establish standardized partnership development procedures, stage definitions, and operating practices.
• Create and maintain proposal, contracting, pricing, and approval workflows.
• Identify operational bottlenecks and implement process improvements.
• Develop scalable systems that support organizational growth and expansion.

CRM Management & Data Integrity (25%)

• Serve as the primary Salesforce administrator and business owner for the Revenue & Strategic Partnerships team's CRM processes and workflows. Maintain CRM structure, workflows, automation, dashboards, and reporting tools.
• Establish and enforce data governance standards and best practices.
• Ensure accurate tracking of accounts, opportunities, partnerships, revenue, and activities.
• Monitor data quality and implement corrective actions when needed.

Pipeline Management & Forecasting (20%)

• Support partnership teams in maintaining accurate pipeline data and opportunity management.
• Develop and manage forecasting processes and reporting frameworks.
• Monitor pipeline health, conversion rates, sales cycle trends, and revenue performance.
• Produce monthly, quarterly, and annual forecasting reports.
• Support leadership with scenario planning and revenue projections.

Analytics & Business Intelligence (15%)

• Develop dashboards and performance reporting tools.
• Analyze revenue, partnership, and market data to identify trends, opportunities, and risks.
• Provide actionable insights to leadership and cross-functional teams.
• Support organizational planning and strategic decision-making through data analysis.
• Track key performance indicators and success metrics.

Training & Enablement (5%)

• Train staff on CRM systems, reporting tools, and operational procedures.
• Develop user guides, documentation, and process resources.
• Support adoption of new systems, workflows, and best practices.
• Serve as a resource for troubleshooting and user support.

Cross Functional Collaboration (5%)

• Partner with Finance on revenue reporting, budgeting, and forecasting.
• Collaborate with Advancement, Product, Program Delivery, and Marketing teams on shared reporting needs.
• Support organizational initiatives requiring partnership, revenue, or market data.
• Ensure alignment between growth strategies and operational systems.

Required:

• Bachelor's degree or equivalent professional experience.
• 4–7 years of experience in revenue operations, business operations, CRM administration, sales operations, data analytics, or related fields.
• Experience managing CRM platforms and reporting systems.
• Strong analytical, organizational, and problem-solving skills.
• Advanced proficiency with spreadsheets, reporting tools, and data analysis.

Preferred:

• Salesforce administration or advanced Salesforce user experience.
• Experience supporting business development, partnerships, fundraising, or revenue-generating teams.
• Experience within education, nonprofit, workforce development, social impact, or technology organizations.
• Experience developing dashboards and business intelligence tools.
• Familiarity with data visualization platforms and workflow automation tools.
• Candidates located in states where NFTE currently has programs are preferred, including Florida, Georgia, Texas, Maryland, Virginia, Washington, D.C., Massachusetts, New York, Pennsylvania, New Jersey, Connecticut, Illinois, Arizona, and California.

Core Competencies:

• Operational Excellence
• Data Analysis
• Process Design
• Systems Thinking
• Project Management
• Attention to Detail
• Forecasting & Planning
• Business Intelligence
• Collaboration
• Continuous Improvement

Travel

Minimal travel required (0–10%), with occasional attendance at organizational meetings, conferences, or planning sessions.

Success Metrics:

• CRM data accuracy and completeness.
• Forecast reliability and accuracy.
• Pipeline visibility and reporting quality.
• User adoption of CRM and operational processes.
• Timeliness and quality of reporting.
• Operational efficiency improvements.
• Stakeholder satisfaction with systems and reporting support.

What Success Looks Like After 12 Months:

• CRM adoption is consistent across the Revenue & Strategic Partnerships team.
• Forecasting processes are reliable and trusted by leadership.
• Standardized workflows and operating procedures are documented and implemented.
• Leadership has real-time visibility into pipeline health, revenue performance, and growth opportunities.
• Reporting supports faster and more informed decision-making.
• Operational systems effectively support continued organizational growth and expansion.

Compensation: $75,000-$85,000 depending on experience and qualifications. Generous benefits, including: 

• Competitive salary 

• Dental, Vision, & Life Insurance are fully paid by the company 

• 403(B) with company match 

• Flexible Savings Account (FSA): Employee pre-tax savings for personal medical expenses not covered by health plan 

• Dependent Care Account (DCA): Employee pre-tax savings for childcare services 

• Transportation savings account (TSA): Employee pre-tax savings for public transit and parking services 

• Paid Family Leave (up to 6 weeks) 

• Generous Vacation (PTO) and additional Holiday Break (from Christmas to New Year’s Day) 

Working Environment: 

• Passionate team committed to an exciting, dynamic mission 

• The position will travel as necessary, locally and regionally, and potentially nationally  

• Relocation assistance is not available for this role 

• This position will work remotely, from a home office 

• NFTE provides reasonable accommodations to qualified individuals with disabilities throughout the application, interview, and employment process, in accordance with applicable law. If an applicant requires accommodation to participate in the hiring process, please contact NFTE's Human Resources Team at [email protected]. 

Why our employees love working at NFTE: 

• Internationally recognized educational nonprofit committed to a dynamic mission 
• Competitive salary with a total rewards suite of outstanding competitive benefits, including:  
• NFTE sponsored Comprehensive Health Insurance 
• Dental, Vision, and Life Insurance (fully paid by NFTE) 
• 403(B) Retirement Savings Plan with generous company match 
• Generous PTO (extensive vacation/holidays/personal time; paid sick time) 
• Summer Fridays, Flex Time, Paid Family Leave (up to 6 weeks), Short and Long term Disability, and “NFTE Time” (additional paid holiday break between Christmas and New Year’s Day) 
• Flexible Savings Account (FSA): Pre-tax savings for expenses not covered by plan 
• Dependent Care Account (DCA): Pre-tax savings for childcare services 
• Transportation Savings Account (TSA): Pre-tax savings (transit/parking services)  
• Tuition Reimbursement Program 
• Professional development support through learning opportunities (internal workshops, external conferences, and organizational projects) 
• Merit-driven recognition and performance management programs 
• Employee Referral Program 
• Telecommuting (via remote work from home options) 

About NFTE 
Network for Teaching Entrepreneurship (NFTE) is a global nonprofit bringing high-quality entrepreneurship education to under-resourced communities. Each year, we reach more than 70,000 students in 28 U.S. states and 32 countries worldwide, and to date, have educated over one million learners through school, college, and community programs. Our mission is to bring the power of entrepreneurship education to learners, educators, and decision-makers so all young people can own their futures. Learn more at www.nfte.com. 

Our Values 
At NFTE, we lead with purpose—being bold in our aspirations, strategic in our actions, and relentless in pursuing equitable opportunity for all learners. Our core values—owning the outcome, reimagining possibilities, championing equity, building together, winning together, and driving the dialogue—guide everything we do. We strive to advance equity, create innovative solutions, and achieve shared success, ensuring all young people can own their futures.