Team Lead, Revenue Operations

On Site Full TimeCvent

What You’ll Do:

Queue & Case Management (Core KRA)

  • Own and actively manage erroneous contract queues, ensuring timely assignment to the team and driving resolution within defined SLAs
  • Monitor and manage approval queues across Salesforce CPQ, Ironclad, and other deal-related systems, ensuring approvals move efficiently and blockers are addressed proactively
  • Oversee support intake via Slack, JSM, and email, ensuring tickets are triaged, assigned, tracked, and resolved effectively
  • Identify aging items, recurring issues, or bottlenecks across queues and escalate risks proactively to RevOps leadership

Sales Enablement & Stakeholder Collaboration

  • Partner closely with Sales and Sales leadership to support active deal cycles and unblock issues quickly
  • Coordinate with Finance, Legal, and RevOps leadership to resolve deal exceptions and approval delays
  • Reinforce best practices around deal structure, approvals, and administrative requirements with Sales teams

Process Excellence, Tooling & Analytics

  • Own team KPIs and dashboards (e.g., cycle time, SLA attainment, backlog, error rate, escalations, Sales satisfaction); communicate performance and trends to leadership weekly
  • Standardize and continuously optimize workflows in Salesforce and related systems (e.g., CPQ, eSignature, and Ironclad); champion adoption of AI-assisted workflows and best practices
  • Drive operational projects/initiatives to improve throughput, accuracy, and Sales experience, document SOPs, and wiki playbook
  • Maintain a strong working knowledge of Finance policies (e.g., Booking and Commissions rules) and ensure consistent application and training across the team
  • Enforce governance, including approval matrices, delegation of work, and wiki playbook adherence; ensure well-documented audit trails
  • Implement quality control checks; drive measurable reductions in rework/error rates and time to resolution

Team Leadership & People Management

  • Manage SPOT Help – stakeholder query management process and contract erroneous queue assignments, ensuring closure of all cases per TAT
  • Ensure availability for yourself and the team during odd hours to support timely deal closures and provide instant support to Sales during EOM/EOY
  • Manage team capacity, scheduling, and coverage to meet SLAs across time zones and sales segments
  • Own onboarding and ramp plans for new hires; drive ongoing skills development and certification on contracting policies and tools
  • Lead, coach, and develop a team of Revenue Operations Support reps; set clear goals, provide regular feedback, conduct performance reviews, and build strong career paths
  • Serve as the escalation point for complex requests and exceptions; make sound judgment calls and escalate to senior leadership as needed
  • Lead monthly contracting office hours and participate in QBRs; facilitate contracting training and refreshers for the team
  • Assist with recruitment

Qualifications

  • 5+ years of experience in contract management, deal desk, sales operations, finance, or related fields, with demonstrated progression
  • 2+ years of people leadership (team lead, supervisor, or manager) preferred; strong mentorship track record required
  • Bachelor’s degree with strong academic performance
  • Proficiency with Salesforce is strongly preferred; experience with CPQ, eSignature (e.g., Adobe Sign/DocuSign), and Ironclad is a plus
  • Comfortable leveraging AI tools and prompts to increase speed and quality of work
  • Excellent communication (written and verbal), stakeholder management, and conflict resolution skills; comfortable presenting to senior leadership
  • Strong business acumen, ethics, and judgment; proven ability to solve problems independently and at pace in a dynamic environment
  • Exceptional time management and prioritization; flexible working hours; able to manage multiple projects while responding to rep requests and meeting deadlines
  • Advanced skills in PowerPoint, Word, Excel, Outlook, and Adobe; familiarity with internal support channels (e.g., #SPOTHelp/Erroneous contracts management) is a plus

To apply for this job please visit in.linkedin.com.

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