Plooto - Director, Revenue Operations
Requirements
• 7–10+ years of experience in Revenue Operations, Sales Operations, or GTM Strategy • Experience in a high-growth SaaS environment (fintech experience is a major plus) • Hands-on experience owning and optimizing a modern revenue tech stack • Proven ability to integrate systems and ensure clean, reliable data flows across the funnel • Demonstrated experience applying AI and automation to improve GTM performance (e.g., forecasting accuracy, pipeline generation, sales productivity, customer expansion) • Strong expertise in forecasting models, dashboards, and reporting frameworks • Deep understanding of funnel metrics, pipeline dynamics, and revenue drivers • Strong analytical skills, with experience using SQL, BI tools, or data platforms (preferred) • Track record of driving cross-functional alignment and influencing senior leaders • Experience building or scaling RevOps processes in a growing organization • Excellent communication skills - able to translate complex data into clear, actionable business insights • Bachelor’s degree in Business, Finance, Analytics, or a related field (MBA or relevant certifications are a plus)
Responsibilities
• Own and optimize the end-to-end revenue engine across Marketing and Sales - from lead to close to expansion and retention • Build and optimize a hybrid product-led and sales-supported growth model - ensuring a smooth experience between in-product conversion and rep-led or channel-driven sales where needed • Drive forecasting, pipeline management, and reporting to improve predictability and decision-making • Partner with GTM leaders to define targets, KPIs, and performance frameworks that align to company goals • Build and scale revenue processes that are efficient, repeatable, and adaptable as we grow • Improve data quality, visibility, and accessibility across the funnel to enable better insights and faster decisions • Lead CRM (Salesforce) strategy, governance, and ongoing optimization • Own and evolve the revenue tech stack, ensuring systems are integrated, scalable, and delivering real value • Identify and implement automation and AI-driven solutions to increase efficiency, improve accuracy, and unlock new capabilities across GTM teams • Support strategic planning, including annual planning, territory design, and capacity modeling • Analyze performance trends and deliver clear, actionable recommendations to leadership • Build and lead a high-performing RevOps function as the company scales • How You Work • How You Work • AI-native operator: You don’t just use AI, but you rethink how work gets done with it. You’ve implemented AI to automate workflows, enhance decision-making, enrich data, or unlock new insights. You can point to specific examples where AI meaningfully improved speed, quality, or revenue outcomes. • AI-native operator: • Deeply collaborative partnerships: You approach RevOps as both a strategic and service function. You listen first, understand the real problem, and work alongside stakeholders to design the right solution. You build trust through partnership and consistently elevate the teams around you. • Deeply collaborative partnerships: • Systems thinker with a bias for action: You see how tools, data, and processes connect—but you don’t over-engineer. You prioritize what matters, move quickly, and iterate as you go. • Systems thinker with a bias for action:
Benefits
• If you’re looking to make a meaningful impact, look no further. We’re transforming the payments space in North America by delivering an unrivalled product experience to solve a real and pressing problem for SMBs. • The biggest reason small businesses fail is poor financial management and cash flow — and Plooto fixes that. We have strong product-market fit, a massive opportunity ahead, and the backing of experienced fintech leaders. • You’ll join a team that cares deeply about customer impact, takes pride in our craft, and moves with urgency. We’re just getting started — and you’ll help shape the next chapter of our growth story. • What We Value • What We Value • Curiosity and a drive to continuously improve how work gets done • Ownership and accountability—you follow through and deliver results • Thoughtful, intentional execution over unnecessary complexity • A genuine desire to help teams succeed and perform at their best • Show Us • Show Us • We care deeply about how you think and operate. • Be ready to share specific examples of how you’ve used AI to meaningfully improve a go-to-market workflow, decision, or outcome—and how you partnered with stakeholders to make it successful. • Equal Opportunity & Accessibility
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