Note: The job is a remote job and is open to candidates in USA. Plooto is a Canada-born fintech company focused on empowering small and mid-sized businesses with financial solutions. The Director of Revenue Operations will oversee the systems and processes that drive revenue growth, collaborating closely with Sales, Marketing, Customer Success, and Finance to ensure alignment and efficiency.
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
Skills
- 7–10+ years of experience in Revenue Operations, Sales Operations, or GTM Strategy
- 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
- 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
- Experience in a high-growth SaaS environment (fintech experience is a major plus)
- Strong analytical skills, with experience using SQL, BI tools, or data platforms (preferred)
- MBA or relevant certifications are a plus
Company Overview