Senior Director, Revenue Operations

Job Description

Job Description

Description:

PRIME Corporate services is seeking a Senior Director of Revenue to help execute the company’s revenue strategy.

Reporting directly to the Chief Revenue Officer, this leader will translate strategic priorities into scalable processes, reporting, systems, and operating rhythms that improve revenue performance across the organization. The role partners closely with Sales, Partner Growth, Marketing, Customer Experience, Product, Finance, Analytics, and Technology to drive execution, improve visibility, and optimize every step of the customer journey.

This is a hands-on leadership position requiring equal parts strategy, analytics, operational excellence, and cross-functional leadership. The ideal candidate enjoys building dashboards, improving processes, solving operational challenges, and using data to drive better business decisions.

Who we are:

Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way.

We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom.

From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses.

We deliver expert guidance and exceptional service at every stage of the business journey.

Our Mission: We aim to serve, advise, and support entrepreneurs every day.

Why You’ll Love Working Here:

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum .
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem.

Benefits & Perks

• Competitive Compensation + performance based bonuses
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks
• Discounts on Cellular/Wireless bills
• Robust Employee Resource Program with tele-health and more

Requirements:

• Translate revenue strategy into executable initiatives with defined owners, milestones, timelines, and success metrics
• Lead the company’s revenue operating cadence, including weekly business reviews, forecasting meetings, and executive KPI reporting
• Develop and maintain dashboards and reporting across the full customer lifecycle
• Partner with Sales leadership to improve advisor routing, capacity planning, scheduling, pipeline management, and sales productivity
• Identify operational bottlenecks and lead cross-functional initiatives to improve revenue generation and customer experience
• Define business requirements and partner with Salesforce and Technology teams to implement scalable solutions
• Establish standardized reporting and measurement for marketing performance, partner performance, customer retention, and revenue growth
• Support executive planning through forecasting, scenario modeling, and operational analysis
• Champion process improvement, automation, and adoption of new systems and workflows

Accountabilities:

The Senior Director of Revenue is accountable for:

• Delivering accurate, timely, and actionable revenue reporting for executive leadership
• Maintaining the integrity, consistency, and adoption of Salesforce and revenue related systems
• Improving forecast accuracy and executive confidence in revenue projections
• Establishing measurable KPIs across the revenue organization and ensuring consistent reporting standards
• Driving operational efficiency throughout the customer lifecycle, from lead generation through customer retention
• Increasing advisor and partner productivity through improved processes, reporting, and operational support.
• Ensuring cross-functional revenue initiatives are delivered on tim, within scope, and produce measurable business outcomes
• Creating scalable operational processes that support the company’s continued growth

Minimum Education Requirements:

• Bachelor’s degree in Business Administration, Finance, Analytics, Information Systems, Marketing, Operations Management, or related field required
• Master’s degree or other advanced degree preferred

Minimum Experience Requirements:

• 8 to 12+ years of progressive experience in Revenue Operations, Sales Operations, GTM Operations, Business Operations, analytics, or revenue strategy
• Minimum of 5 years leading cross-functional initiatives, operational teams, or Revenue Operations functions
• Experience supporting high-volume, inside sales, telesales, or contact center environments
• Demonstrated expertise with Salesforce CRM, reporting, forecasting, and dashboard development
• Experience developing executive-level KPI reporting, revenue forecasts, and operational performance metrics

Required Outside Training:

• Salesforce Administrator, Salesforce Advanced Administrator, or Salesforce Business Analyst certification preferred
• Project Management Professional (PMP), Certified ScrumMaster (CSM), Lean Six Sigma Green Belt, or similar operational excellence certification preferred.
• Advanced proficiency with Google Suite, Microsoft Excel, and business intelligence platforms and similar reporting tools

Physical Requirements:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development