Director, Revenue Ops & Business Intelligence

Remote Full TimeUnited States (Remote)Surgent Accounting & Financial Education

Role Overview

The Director, Revenue Ops & Business Intelligence will create greater visibility, forecasting discipline, reporting consistency, and performance insight across the company’s portfolio of professional education brands and product lines. This role will serve as a trusted source of business intelligence for executive leadership, providing clear and actionable insights into revenue performance, forecasting, operating metrics, product-line and brand performance, and strategic initiatives.

What You Will Do

The Director will lead the company’s revenue operations and business intelligence framework, creating consistent visibility into B2C and B2B revenue performance, forecasts, pipelines, funnels, and key commercial drivers. They will develop and govern forecasting methodologies, commercial KPIs, reporting standards, and performance measures that improve accuracy, consistency, and accountability across the organization.

Why It Might Be a Fit

The ideal candidate will have strong knowledge of revenue operations, business intelligence, forecasting, commercial analytics, and performance management. They will be able to develop executive dashboards, scorecards, KPIs, forecasts, and recurring business reporting, and have experience with CRM, business intelligence, analytics, and reporting platforms.

Requirements

  • Strong knowledge of revenue operations, business intelligence, forecasting, commercial analytics, and performance management.
  • Demonstrated ability to develop executive dashboards, scorecards, KPIs, forecasts, and recurring business reporting.
  • Strong analytical and financial acumen, with the ability to identify trends, evaluate business performance, and translate data into clear recommendations.
  • Experience with CRM, business intelligence, analytics, and reporting platforms.
  • Ability to establish consistent reporting standards, KPI definitions, data governance practices, and operating processes.
  • Strong written and verbal communication skills, including the ability to present complex information clearly to executive audiences.
  • Ability to influence and collaborate effectively across functions without direct authority.
  • Strong organizational skills and the ability to manage multiple priorities in a remote, evolving business environment.

Benefits

  • Dental insurance
  • Vision insurance
  • Health insurance
  • 401(k) or retirement plan
  • Paid time off
  • Paid holidays
  • Flexible work arrangements
  • Professional development opportunities

To apply for this job please visit workforcenow.adp.com.


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