Revenue Operations Lead at Harper Insure in San Francisco

Job description

• Application
• Why now
• Revenue Operations is the permanent owner of funnel definitions, customer relationship management system behavior, routing, forecasting, and revenue instrumentation. When another team proves a temporary fix, this role decides how it enters the permanent system, operates it, and keeps it reconciled.
• This role does not own frontline sales management, customer conversations, placement strategy, marketing creative, or temporary cross-functional projects whose permanent home has not yet been decided.
• The operating proof
• Funnel states have one canonical definition, source, entry rule, exit rule, and accountable owner.
• Reported metrics reconcile to source records for the same population and window.
• Live opportunities keep one current owner, one next action, and a recorded routing reason.
• Routing changes carry a test case, approval owner, effective date, and rollback path.
• Forecasts preserve their inputs, assumptions, version, and variance to actual booked revenue.
• Automated writes expose their source, resulting state, failure state, and correction path.
• Temporary fixes that belong in the revenue system reach a permanent owner, operating documentation, instrumentation, and a verified run.

Responsibilities

• Own funnel definitions. Maintain the canonical meaning, entry rule, exit rule, source, and accountable owner for each revenue state.
• Own CRM behavior. Define and maintain fields, validations, automations, permissions, and state transitions around the canonical funnel.
• Own routing. Keep assignment logic, exceptions, ownership changes, and escalation paths inspectable and tested.
• Own forecasting. Publish the forecast method, inputs, assumptions, version, and variance back to actual booked revenue.
• Own revenue instrumentation. Make demand, contact, intake, quote, close, bind, and booked revenue reconcile to their source records.
• Run funnel analysis. Find where volume, conversion, speed, or handoffs break and turn the finding into a specific operating action.
• Protect routing and ownership. Make sure every live opportunity has the right owner, next action, and escalation path.
• Partner with operators. Work in the sales, intake, placement, and service workflows before changing them.
• Automate repeat work with controls. Use enrichment, generated notes, task creation, quality checks, and reporting only when the source, failure state, and human correction path remain visible.
• Measure the change. Prove whether a workflow, campaign, routing decision, or sales motion changed conversion, speed, or revenue.

Requirements

• Who thrives here
• You have owned revenue operations, sales operations, growth operations, or a comparable operating system in a fast-growing company.
• You understand CRM architecture, lifecycle stages, routing, attribution, forecasting, and pipeline hygiene.
• You can write SQL or work directly enough with data to test a claim yourself.
• You move from analysis to operating change and then measure whether the change worked.
• You can partner with sales leaders and frontline operators without turning every problem into a process meeting.
• You have operated generated notes, enrichment, routing, task creation, or reporting automations with visible source data, failure states, and correction paths.
• You care more about booked revenue and conversion than dashboard activity.
• You are based in San Francisco or ready to relocate.

Skills

Required

• Revenue operations
• Sales operations
• Growth operations
• CRM architecture
• Lifecycle stages
• Routing
• Attribution
• Forecasting
• Pipeline hygiene
• SQL
• Data analysis
• Automation with controls

Benefits

• Health, dental, and vision insurance
• Commuter benefits
• Team meals and snacks