Director - Revenue Operations Information Systems

Job Description:

The Director, Global ROIS (Revenue Operations Information Systems) Leader is responsible for managing the design, development, installation/implementation, testing, and modification of revenue operations information applications and processes. This role is pivotal in ensuring the effective execution of our sales strategies and optimizing operational efficiency through technology. Acts as a key liaison between internal teams (such as partners, marketing, finance, and IT) to drive success.  This role will work closely with other Revenue Operations leader groups (Q2C/CPQ, Data, Analysis, Enablement) and interface with other organizations (IT, Finance/ Accounting, extended Commercial teams).

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

Process Development and Optimization:

• Assess organizational needs and current revenue operations systems, making recommendations for enhancements that deliver improved process and system solutions.

• Ensure that all processes are scalable and adaptable to accommodate a growing organization.

Systems and Tools Management:

• Oversee/provide input on the selection, implementation, and management of systems and tools that support revenue operations processes and functions, specifically around the quote to cash area.

• Provide operational support for the incentive compensation process and functions.

• Ensure these systems are integrated and aligned with other business systems.

Data Management and Reporting:

• Establish data tables, structures, files, interface requirements and data integrity protocols for ongoing administration to maintain workflow between the various systems.

• Serve as a point of contact for Revenue Operations and assist other groups with ensuring data integrity, security, testing, and analyzing data flows for audit and process/procedures improvement opportunities.

Compliance and Risk Management:

• Ensure that Revenue Operations complies with legal, financial, and regulatory requirements.

• Identify and mitigate risks associated with revenue operations.

• Develop and enforce guidelines and best practices to maintain the integrity of revenue operations.

Collaboration and Communication:

• Facilitate communication with business leaders across various business units and locations to ensure alignment and collaboration.

• Organize and lead regular meetings with stakeholders to discuss revenue operations status, challenges, and opportunities for improvement.

• Serve as key liaison for cross-functional initiatives that involve revenue operations.

SUPERVISORY RESPONSIBILITIES

• Define annual Key Performance Indicators aligned with corporate goals.

• Direct and mentor leaders on performance gaps, career development opportunities, and strategies.

• Accountable for collective results recognizing others’ contributions and sharing credit for success.

KNOWLEDGE, SKILLS, AND ABILITIES

• Strong operations and/or administration experience with Salesforce CRM and other leading solutions.

• Experience leading system implementation projects.

• Excellent understanding of quote to cash processes, with the ability to translate processes into business and technical requirements.

• Self-motivated and target-driven, with a passion for technology and software solutions.

• Demonstrated ability to be creative, consultative, and pragmatic in technology evaluation and implementation.

• Ability to communicate strategic initiatives effectively to internal and external customers.

• Excellent communication (oral, written, presentation, and facilitation) skills required.

• Demonstrate leadership skills and the ability to influence at all levels within the organization.

• Ability to facilitate consensus when confronted with strong opposing views.

• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.

• Strong relationship building and influencing skills with all levels in organization required and experience presenting to Senior Level Management.

• Proficiency in Microsoft Office packages and Salesforce is required.

EDUCATION AND TRAINING

• Bachelor’s degree required.

• 10+ years’ experience in managing business development or Operations within a SaaS/Cloud business.

• Or equivalent combination of education and/or experience.

OTHER QUALIFICATIONS

The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise, and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.