Senior Revenue Operations Specialist

Job Summary This Revenue Operations role partners with commercial leadership to translate CRM needs into scalable solutions for Product and Technology teams. Responsibilities include aligning priorities, providing operational oversight in planning and risk management, tracking KPIs, and ensuring Salesforce unification standards across Card and Pay experiences. As an advisor to Director+ stakeholders, the role optimizes CRM workflows, designs efficient business frameworks, and delivers measurable improvements in growth, efficiency, and partner/customer experience through cross‑functional collaboration. Essential Job Functions Design and optimize the revenue process, from pipeline creation to customer renewal. Eliminate friction points such as onboarding delays in merchant and partner lifecycles. Increase speed, throughput, and scalability of operations. Ensure seamless handoffs and alignment across revenue teams. Establish intake, prioritization, and execution frameworks to align RevOps with enterprise goals. - (30%) Serve as strategic cross‑functional operator ensuring alignment around shared objectives. Execute complex projects for merchant onboarding, multi‑location launches, brand activation, and partner growth. Create scalable playbooks for partner acquisition, onboarding, and upsell. Ensure go‑to‑market strategies have clear workflows, automation, and system support. - (25%) Manage B2B tech stack (Salesforce, DocuSign, ZoomInfo, LinkedIn Sales Navigator, Guru). Lead tool adoption and training. Optimize automation, data integrity, and integration standards. Ensure alignment of technical solutions with business needs. Evaluate tools/processes to boost revenue, cut costs, expand capacity, and improve compliance. Communicate operational impact to senior leadership. - (25%) Define, operationalize, and govern KPIs in CRM such as pipeline health, conversion rates, onboarding speed, partner performance, and forecast accuracy. Provide clear insights to leadership on pipeline, forecasting, planning, and allocation. Develop dashboards and reports for real‑time monitoring and decision making. Promote data integrity and governance across CRM and related systems. - (20%) Minimum Qualifications High School Diploma or GED. 5+ years experience with Salesforce and a modern revenue technology stack; demonstrated success driving GTM execution, process transformation, and system enablement. 3+ years proven experience leading multiple cross‑functional initiatives and influencing senior leadership (Director+ stakeholders). Preferred Qualifications Bachelor’s Degree in applicable field of study or equivalent, relevant work experience. 8+ years of relevant work experience. Expertise in Salesforce and revenue systems architecture; Salesforce Administrator experience helpful. Deep expertise across the full B2B revenue cycle from pipeline generation to renewal. Strong experience with data analysis, forecasting, and KPI development. Skills Revenue Operations Business Acumen Revenue Reporting Salesforce Platform KPI Development KPI Reporting Customer Relationship Management (CRM) Automation Tools Process Optimization Executive Communications Reports To: Director and above Direct Reports: 0 Work Environment Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location. Travel Ability to travel up to 10% annually. Physical And Mental Requirements Communicate/Hearing Communicate/Talking Stationary Position/Seated Typing/Writing Maintain focus in high pressure or fast‑paced work environment Other Duties This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time. Salary Range $97,900.00 - $177,400.00 Full Salary Range For Position California: $112,600.00 - $221,800.00 Colorado: $97,900.00 - $186,300.00 New York: $107,700.00 - $221,800.00 Washington: $102,800.00 - $204,000.00 Maryland: $102,800.00 - $195,200.00 Washington DC: $112,600.00 - $204,000.00 Illinois: $97,900.00 - $195,200.00 New Jersey: $112,600.00 - $204,000.00 Vermont: $97,900.00 - $177,400.00 Ohio: $97,900.00 - $177,400.00 Maine: $97,900.00 - $177,400.00 Connecticut: $107,700.00 - $195,200.00 Virginia: $97,900.00 - $177,400.00 Benefits Medical, prescription drug, dental, and vision benefits for eligible full‑time associates and their families. Short and long‑term disability coverage. 401(k) plan with employer match. Paid parental leave for eligible parents. Paid holidays and Flexible Time Off program. Paid sick and safe time, with additional hours for Illinois associates. Stock purchase plan during offering periods. Annual incentive bonus based on individual and company performance. Equal Opportunity Employment The Company is an Equal Opportunity Employer. All applicants are considered for employment regardless of criminal history in accordance with applicable laws. The Company complies with the Americans with Disabilities Act (ADA) and provides accommodations to applicants who need them. Applicants with disabilities may contact the Recruiting Team at View email address on click.appcast.io for accommodations. Job Family Sales Job Type Regular #J-18808-Ljbffr