Head of Customer Success and Operations
$200k - $230kF3 Design
Director of Revenue Operations
Employment Type: Full Time
Location: Shield Technology Partners - NYC
The Director of Revenue Operations will serve as a key partner to executive leadership across Sales, Marketing, Customer Success, Finance, and Operations. This individual will help drive visibility, accountability, forecasting accuracy, operational rigor, and scalable GTM processes across a multi-entity environment.
We are looking for someone who is AI minded and equally comfortable building reporting dashboards, refining CRM workflows, analyzing pipeline health, improving forecasting methodologies, and helping operationalize growth initiatives across multiple businesses.
The ideal candidate thrives in fast-paced, high-growth environments and enjoys building structure within complexity. Experience supporting PE-backed organizations, multi-entity businesses, SaaS, MSPs, IT services, or acquisition-heavy environments is highly preferred.
Establishing scalable and standardized revenue operations processes across Shield and ShieldCos
Improving pipeline visibility, forecasting accuracy, and KPI accountability across GTM teams
Building executive-level reporting and dashboards that drive decision‑making
Helping integrate newly acquired companies into standardized reporting and operational frameworks
Driving alignment across Sales, Marketing, Customer Success, Finance, and leadership teams
Supporting revenue growth initiatives through data‑driven insights and process optimization
Serving as a trusted operational partner to executive leadership
Own and evolve the overall Revenue Operations function across Shield and portfolio companies
Build and maintain forecasting models, pipeline reporting, revenue analytics, and KPI dashboards
Develop scalable GTM processes spanning lead management, pipeline progression, customer lifecycle management, and reporting
Partner closely with Sales, Marketing, Finance, and executive leadership on operational planning and business performance analysis
Support CRM optimization, workflow automation, territory planning, and data integrity initiatives
Drive operational integration efforts for newly acquired businesses
Create executive‑ready reporting and business reviews for leadership stakeholders
Analyze revenue trends, conversion metrics, and operational performance to identify growth opportunities
Help define and standardize sales processes, reporting structures, and operational best practices across entities
7+ years of experience in Revenue Operations, Sales Operations, GTM Strategy, Business Operations, or related operational leadership roles
Strong experience with CRM systems, reporting tools, forecasting, and revenue analytics
Strong analytical and problem‑solving skills with the ability to translate data into actionable business insights
Experience working cross‑functionally with executive leadership and multiple business units
Strong communication and stakeholder management skills
Experience supporting acquisitions, integrations, or multi‑entity operations is highly preferred
As‑needed in‑office collaboration will be encouraged for candidates located in the NYC metro area
Quarterly travel is expected, along with additional travel as business needs require
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