RevOps Specialist connecting Marketing, Sales, and Finance at ProActive Software. Streamlining Lead - to - Invoice processes and ensuring data integrity for scalable growth.
About the role
- Revenue Operations Systems Manager in Data & Revenue Operations team at Board Intelligence. Managing and optimizing technology stack and supporting Go-To-Market teams for revenue growth.
Responsibilities
- Lead the configuration, development, and ongoing maintenance of Salesforce Sales and Service Clouds and supporting applications across the organisation
- Drive the integration strategy for Salesforce with our revenue operations ecosystem (HubSpot, BoardEx, Zoominfo, Gong, PlanHat), ensuring seamless processes, data flows and system adoption
- Partner with business stakeholders to gather requirements, design solutions, and implement scalable workflows and automations within Salesforce and our wider tech stack
- Lead and develop a small RevOps team, including at least one RevOps System Executive, providing mentorship, technical guidance, and professional development support
- Stay current with Salesforce and other RevOps tooling releases and emerging technologies, making strategic recommendations for new functionality and process improvements
- Lead procurement and rollout of new revenue operations tools, including vendor evaluation, integration planning, and change management
- Design, build, and deploy custom objects, lightning components, triggers, flows, validation rules, and process automations to support evolving business processes
Requirements
- Deep expertise in Salesforce ecosystem:
- Sales Cloud
- Service Cloud
- Knowledge Cloud
- Einstein and related products
- Proven experience integrating Salesforce with other RevOps tools, including documenting data flows, workflows for end users and data hygiene processes
- Strong understanding of revenue operations and the commercial drivers of a fast-growing SaaS business
- Experience with at least 2 of the following revenue operations tools: Gong (Gong Engage), HubSpot Marketing Cloud, Planhat, 6sense, BoardEx, and Zoominfo or similar competitors
- Demonstrated experience in line management, with at least 1-2 years managing technical team members
- Strong leadership skills with ability to motivate, coach, and develop junior team members while maintaining hands-on technical involvement
- Experience in building team capability, including training plans, skill development, and knowledge transfer
- Solid project management skills – ability to scope requirements, plan and document solutions, execute and embed change, and train end users
- Experience in resource planning, task delegation, and managing team capacity across multiple concurrent projects
- Strong analytical and problem-solving skills with curiosity and drive to improve processes
- Excellent communication skills for stakeholder management and cross-functional collaboration
- Ability to translate business needs into technical requirements
- Comfortable managing upwards and representing the team to senior leadership
- Experience in a B2B2C SaaS business that is growing with acquisitions
Benefits
- Private Pension Scheme
- BUPA Health and Dental insurance
- Group life insurance: 4x annual salary
- 26 holiday days per calendar year in addition to Bank Holidays
- Cycle to work scheme
- Employee Assistance Program including Bereavement and Probate Helpline
- Eyecare and Flu Jab vouchers
- Enhanced Parental Leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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