workable

Head of Revenue Operations @ Persado

New York, United StatesOnsiteFull-timePosted 67 days ago

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About this role

Who We ArePersado is an innovative Marketing AI platform that integrates high-performance creative generation with automated review of compliance risks. Used by 8 out of the top 10 US banks today, the Persado platform orchestrates and facilitates interactions between a bank's marketing team and its compliance team as they generate collateral that balances performance and compliance risk. Persado is at the forefront of helping marketing teams in highly regulated industries - such as banking, insurance, and financial services - manage content with speed, compliance, and confidence. Our platform empowers enterprise marketing departments to generate and deliver personalised timely, compliant content across channels with unparalleled efficiency and oversight.

As an employer, Persado is committed to creating a place where everyone’s unique perspective is valued. We understand that our team members and our inclusive culture are what make Persado special. Persado is proud to be named on Fast Company’s World’s Most Innovative Companies list in 2020 and Built In’s Best Places To Work in 2021, 2022 & 2024.

What We Are Looking ForWe are hiring a Head of Revenue Operations to build, scale, and lead the operational backbone of our revenue organization. This role reports directly to the CRO and serves as the operational backbone of our go-to-market organization and the operational partner to Sales, Marketing, Partnerships, and Finance, ensuring our revenue engine is predictable, data-driven, and scalable, particularly within complex, enterprise sales environments.

You will define how we:

ForecastMeasure pipeline healthTrack new-logo and expansion revenueAlign Sales, Customer Success, Marketing, and FinanceOperate from a single, trusted source of truthThis is a strategic and hands-on role.

You will design the structure — and ensure it is adopted.

What You Will OwnRevenue Forecasting & Pipeline Discipline

Establish and standardize enterprise forecasting methodologyImprove forecast accuracy across long, multi-stakeholder deal cyclesDefine stage exit criteria, inspection cadence, and opportunity hygiene standardsSupport capacity planning and territory designDual Revenue Motion (New Logo + Expansion / NRR)

Operationalize tracking across net-new ARR and Net Revenue Retention (NRR)Ensure visibility into renewals, upsell, and expansion lifecycleImplement compensation tracking aligned with revenue ownershipSupport collaboration between Sales and Customer SuccessCRM & Revenue Systems Architecture

Design and govern CRM architecture to support enterprise account-based sellingEvaluate, optimize, and potentially evolve the revenue tech stackEnsure clean lifecycle management from prospect to expansion• Drive CRM adoption across Sales and Customer Success teamsEliminate spreadsheet-based revenue reportingCore systems may include:

Salesforce Sales Cloud and/or HubSpot CRMHubSpot MarketingGong (revenue intelligence)Clay (data enrichment & outbound workflows)Webinar platforms (BrightTALK / ON24)Outbound automation (Lemlist)You are expected to rationalize and evolve this stack, not just administer it.

Executive Reporting & Cross-Functional Alignment

Build board-ready dashboards across pipeline health, bookings, ARR, expansion, and retentionEstablish standardized KPI definitions across Sales, Marketing, and FinanceTranslate executive GTM strategy into measurable operational frameworksProvide analytical support to leadership decision-makingWhat You Bring8–12+ years in Revenue Operations, Sales Operations, or GTM Operations in enterprise SaaSDemonstrated experience improving forecast accuracy in complex, long-cycle environmentsExperience supporting dual motions (new-logo acquisition and expansion/retention)Deep CRM architecture experience (Salesforce and/or HubSpot), including redesign or migrationExperience integrating revenue intelligence, marketing automation, and enrichment toolsStrong systems thinking with the ability to simplify complexityProven track record increasing CRM adoption across revenue teamsExecutive presence and ability to influence CRO/CEO-level discussionsComfort building structure where none existsYou are not a passive administrator.

You are a builder of revenue clarity.

Why This Role Matters

Persado is shifting from opportunistic growth to engineered growth.

This role will define:

How we forecastHow we scaleHow we measure performanceHow we align teams around revenueIt is foundational to our next stage of growth.

What Success Looks Like (First 6–9 Months)

Clear forecasting methodology adopted across Sales

Improved forecast accuracy and pipeline visibilityCRM architecture supporting new-logo and expansion motionUnified revenue reporting trusted by executive leadershipSales and Customer Success operating from shared definitions and dataYou will own the end-to-end revenue operations function – spanning CRM governance, enterprise sales process design, forecasting accuracy, marketing systems alignment, pipeline management, performance analytics, and cross-functional revenue planning.

Skills

DirectorCustomer Success

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