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Revenue Operations Lead

Revenue Operations Lead

Greenwood ProjectChicago, IL, US
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Revenue Operations Lead

The Greenwood Project was founded in 2016 based on two core principles : "Students can't be what they can't see" and "There is no lack of talent, only a lack of opportunity." GP's mission is bold, essential and long overdue. We are dedicated to creating opportunities for qualified Black and Latino college students to attain high-trajectory careers in financial services through rigorous training and internships. At Greenwood Project, we don't just talk about change; we are the catalyst for it, breaking barriers and building a more inclusive and diverse financial industry. Our people are the foundation that allows us to achieve our ambitious goals. Becoming part of the Greenwood Project team means joining a group of driven, passionate and intellectually curious individuals. To work here is to be crucial to the organization's success.

We're seeking a part-time Revenue Operations Lead to architect and manage the systems that fuel Greenwood's revenue engine. This is not a fundraising role. It's a revenue enablement position focused on building the infrastructure, rhythms, and insights that help our lean 3-person team drive consistent, scalable growth as we aim to double our revenue over the next 5 years. You won't be pitching or prospecting. Instead, you'll be the architect behind our sales efforts, optimizing our CRM, owning pipeline reporting, managing forecast cadences, and keeping the team aligned and accountable. You'll work closely with the CEO and team leadership to ensure our revenue engine runs smoothly and strategically, with clarity, discipline, and data at the center.

This role is ideal for someone who thrives in fast-paced, operational environments, works confidently with data, and brings structure to complex challenges. Your impact will be tangible. The systems and processes you build will generate real revenue and drive meaningful outcomes for Greenwood Project's Scholars. You'll play a key role in advancing our Revenue Operations roadmap, including projects like integrating sales tools, refining reporting frameworks, and improving how we track, measure, and scale our success.

Key Responsibilities

Core Focus (Immediate Priorities)

  • CRM Ownership : Serve as the HubSpot owner, ensuring clean data, consistent activity logging, and visibility across the pipeline. Conduct regular audits to maintain accuracy and accountability.
  • Regular Operations & Accountability : Proactively monitor pipeline health through systematic follow-ups on missing data, overdue tasks, and stale opportunities. Act as "air traffic control" by flagging gaps and ensuring consistent process adherence across the team.
  • Forecasting & Reporting : Establish a predictable revenue rhythm by leading weekly pipeline reviews, monthly forecasts, and quarterly board reporting. Replace ad hoc reports with real-time dashboards that surface actionable insights.
  • Revenue Quality & Compliance : Uphold consistent standards for revenue tracking, including booked cash, renewals, and pipeline integrity.
  • Partnership & Renewal Management : Build and maintain systematic outreach cadences for key funders and partners, including renewal timelines, stewardship touchpoints, and automated reminders to ensure no critical relationships fall through the cracks.

Growth & Optimization (As Systems Mature)

  • Build the Revenue Engine : Design and scale systems, tools, and processes that power Greenwood's sales and partnerships function.
  • Strategic Analysis & Process Documentation : Conduct win / loss analysis, segment performance reviews, and campaign effectiveness studies. Create playbooks, SOPs, and training materials that scale team knowledge and ensure consistent execution.
  • Systems Integration : Connect HubSpot seamlessly with QuickBooks, Power BI, and other platforms to create a unified, automated data ecosystem.
  • Workflow Automation : Design and implement automated workflows for data entry, task assignments, and follow-up reminders to minimize manual work and ensure systematic execution of revenue processes.
  • Team Enablement : Train and support the CEO and revenue team in CRM best practices, reporting discipline, and process adoption.
  • Day-to-Day Impact

    You might start your week reviewing pipeline gaps and sending follow-up reminders, coaching a team member on CRM hygiene, and building a dashboard for board reporting, and end the week leading the weekly pipeline review. This role blends strategic thinking with hands-on execution.

    Skills, Knowledge and Expertise

    Technical Skills & Experience

  • 2-5 years of experience in sales operations, revenue operations, partnerships operations, or CRM management
  • Background in SaaS, consulting, or sales enablement roles
  • Strong fluency in CRM platforms, with HubSpot preferred; Salesforce or similar alternatives are also acceptable
  • Familiarity with platforms such as QuickBooks, Power BI, and Excel, as well as tools that integrate CRM and finance systems
  • Experience building structure around sales processes, metrics, and forecasting including reporting systems developed or improved from scratch
  • An analytical thinker with the ability to build dashboards, surface insights, and communicate data clearly to executive audiences
  • A systems thinker who brings structure and discipline to growing teams by designing scalable, efficient processes
  • Mindset & Behaviors

  • Action-oriented with strong follow-through; you maintain urgency and proactively seek information to move work forward
  • Detail-oriented and process-minded; you recognize complexity in data and systems, and strive to understand how everything connects
  • Collaborative and communicative; you work well across teams and keep others informed with clarity and respect
  • Strategic and creative problem-solver; you see the bigger picture, consider multiple paths forward, and persist through challenges to find innovative solutions
  • Deep alignment with Greenwood's mission, with a strong desire to bring business rigor to a nonprofit environment
  • Benefits

    Work Location

    This position is available remotely, with the requirement that candidates be available for meetings and collaboration during Chicago CST business hours (9 AM - 5 PM CST).

    Shared Values

  • Cultural Competency : All team members strive to build a working knowledge of the historical, social, and economic history of this country with a particular value for diverse identities, ideas, and experiences. As team members, we consistently work to acquire and apply cultural knowledge and adapt to the cultural context of various communities. We are reflective and often think about the impact of our actions, words, and thoughts on various components of their and others' intersectional lines of identity. We strive to self-monitor our various layers of privilege and push the organization to be the strongest collection of voices possible.
  • Influence and Impact : We value learning about the working styles and preferences of others and strive to adapt our approach to maximize the success of everyone on the team.
  • Strategic Thinking : We critically analyze inputs and think through the long-term outputs of the organization, working to create systems and structures that are scalable and sustainable.
  • Self-Direction : Our team members operate with both initiative and follow-through to ensure that we can operate in ways that build trust in each other
  • Balance : We value in-person collaboration and independent, flexible work. That is why we have a hybrid schedule, with most associates finding a balance between office and home.
  • Growth : We want your career to be satisfying for the long term. If you want to try a new project or attend a meeting with another group, we welcome it. We want you to learn, stretch and grow as much as you want.
  • Equal Employment Opportunity Policy

    The Greenwood Project is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, sex, sexual orientation, gender identity, disability, age, religion, ancestry, marital status, familial status, or any other legally protected classification federally or in the State of Illinois. The Greenwood Project does not discriminate in its activities, educational programs, hiring practices, or employment practices as required by Title VI, IX, and Section 504.

    Compensation and Benefits

    This is a part-time, paid position with a rate of $75$85 per hour, depending on experience.

    If you thrive in a dynamic, fast-paced environment and are eager to be part of a team dedicated to creating opportunities for qualified college students while driving meaningful change, we encourage you to apply for this role at Greenwood Project.

    About Greenwood Project

    Greenwood Project is a non-profit organization that envisions a finance industry without barriers to entry or advancement. The organization is on a mission to introduce Black and Latino college students to careers in finance through rigorous training and internships. With over 70 percent of Greenwood Project scholars entering the field, the organization seeks industry partners to open their doors for internships.

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    Operation Lead • Chicago, IL, US

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