Role Overview :
We're seeking a Revenue Operations Director to join our leadership team and drive growth on two critical fronts : delivering exceptional revenue operations services that create predictable revenue for our clients, and optimizing 1 Bold Step's internal operations to fuel our continued growth.
This entrepreneurial leader will build and launch our comprehensive Revenue Operations service line from the ground up while strengthening our team management, processes, and client success functions. The ideal candidate thrives in dynamic environments, has a proven track record of creating and executing new initiatives, and possesses the strategic vision to help scale a growing agency that works with companies often larger than ourselves. This is an opportunity to shape both client outcomes and company direction while leading cross-functional teams in a fast-moving business where innovation and results matter most.
Key Responsibilities :
Operations Service Line Development :
- Create and manage a comprehensive Revenue Operations service offering that integrates with our Lean Transformation of Marketing process
- Define program scope, methodology, and deliverables for internal and external stakeholders
- Develop necessary tools, audits, and documentation to support client engagements
- Create and execute a full Go-To-Market strategy for the new service line
- Establish KPIs that align with overall 1 Bold Step performance metrics
- Generate measurable revenue through successful service delivery
Lead Generation & Nurturing Systems :
Develop and manage prospecting and nurturing engines to generate leads for clients across the whole customer journey.Create systematic processes for lead qualification and hand-off to sales teamsBuild inside sales capabilities or manage teams / contractors to execute client lead generationEnsure smooth transitions and proper nurturing throughout the entire sales funnelClient Revenue Cycle Optimization :
Conduct comprehensive end-to-end revenue cycle analysis to identify bottlenecks and inefficienciesManage client expectations regarding lead generation and the marketing-to-sales handoff processClose the loop on ROMI by ensuring no broken processes impede predictable business growthProvide strategic consultation on process improvements and team developmentCollaborate with Digital Operations team to standardize reporting and systemsInternal Agency Operations :
Optimize 1 Bold Step's internal revenue cycle from marketing through sales to client successWork with team to establish performance metrics and reporting for agency-wide revenue operationsImprove client success functions, including onboarding, account management, as well as project upsells and increased retentionSupport leadership in developing annual bonus and commission programs for team membersEnhance operational practices to support continuous improvement and scaling of the agencyTeam Leadership & Development :
Manage current employees and contractors executing revenue operations work, including the Growth Strategists who manage client accountsProvide training and development on revenue operations best practicesLead cross-functional collaboration between business development, account management, and project teamsMentor team members on revenue operations methodologies and client service excellenceStrategic Planning & Reporting :
Develop comprehensive reporting dashboards to track service line and client performanceProvide regular performance updates to leadership team and key stakeholdersIdentify opportunities for service expansion and operational improvementsSupport strategic decision-making with data-driven insights and recommendationsSkills & Qualifications :
Required Experience :
Minimum 8+ years of related agency and / or sales operations experienceProven track record in developing and launching new service offeringsExperience managing revenue operations for B2B organizationsDemonstrated success in optimizing end-to-end revenue cyclesTechnical Skills :
Advanced proficiency with marketing automation platforms and CRM systems (specifically HubSpot and Salesforce)Experience working with lead qualification teams (BDRs / ISRs)Working knowledge of Asana or similar project management softwareStrong data analysis and reporting capabilitiesUnderstanding of sales process optimization and team developmentLeadership & Soft Skills :
Excellent business writing and communication skillsEmpathetic problem-solving and client consultation abilitiesStrong analytical mindset with continuous improvement orientationGet it done and I'll figure it out positive attitudeAbility to manage multiple projects and stakeholders simultaneouslyPreferred Qualifications :
Bachelor's Degree in Business; MBA and operations certifications preferredExperience with management systems including EOS, Lean Management, and Agile MarketingPrevious experience in agency leadership or service line developmentManagement Systems & Methodologies :
The 1 Bold Step Way (training provided)Lean Marketing & Lean ManagementAgile MarketingEOS - The Entrepreneurial Operating System (Traction & Rocket Fuel)Jim Collins FlyWheel (From Good to Great)