Revenue Operations Lead

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
130K-150K Annually
Mid level
Legal Tech • Automation
The Role
Lead and scale Revenue Operations for a B2B SaaS startup: own GTM tech stack and CRM, build processes and playbooks, run data-driven experiments, partner with Finance and GTM Engineering, build AI automations, manage cross-functional projects, and drive measurable revenue outcomes.
Summary Generated by Built In
Revenue Operations Lead

New York, Hybrid | Full-time permanent

The Company

Checkbox is a Sequoia-backed technology start-up with a mission to enable meaningful work for all. To achieve this, we built a no-code automation platform with the belief that the power of digital creation needs to be accessible to everyone, not just IT teams.

Seeing non-technical users surprisingly delighted when they use our technology to create in ways they never thought they ever could motivates us. Whilst our mission is big, our focus is sharp. Our customers today are primarily in-house legal departments from companies including SAP, BMW, Allianz, Elastic, Stryker, and Coca-Cola.

In 2024, we expanded our offering to not only help people do meaningful work, but manage it too. This came with the launch of our AI-powered Matter Management product, the “JIRA for lawyers”. This is part of our broader vision to be the “Legal Service Hub” for organizations, responsible for how legal work is raised, allocated, managed, and resolved. We believe that one day the Legal Service Hub will be as ubiquitous for legal teams as the CRM for commercial teams and we believe that Checkbox will be the market leader for this.

As a company, we are a tight-knit team of about 90 people across the United States, Australia, and Asia, made up of incredible high performers and Co-Founders in the Forbes 30 Under 30 list. Our culture is one of our superpowers. It's what people talk about when they join us, work with us, and leave us.

Read about what makes all of us a "Checkmate" here: https://www.checkbox.ai/core-values.

The Position

At Checkbox, we pride ourselves on simply first-class customer experience, from customer acquisition through customer retention. It is one of the things we’re known for, what we celebrate internally, and a key driver for our overall success as a company. Customers are our lifeblood and why we do what we do, so we hold a very high standard when it comes to bringing on the right customers that we can delight, feeling like they have not only partnered with the best technology, but the best team in the industry.

To deliver a first-class customer experience, you must also have a first-class go-to-market engine, including high-powered sales, marketing, and CS operations. The Revenue Operations function is critical to our future growth, responsible for both fine-tuning our existing systems, playbooks and strategies, ideating and codifying new ones, and being a detail-oriented project manager on a team with a lot of big-picture dreamers. This role is inherently cross-functional, as you’ll be supporting multiple functions and leaders, and driving change across the business.

You must love executing but also love building process to scale. You need to be obsessed with data, A/B testing, and proudly exhibit intense levels of grit, determination, enthusiasm, and strategy. You must be fearless and forceful to help us drive results and unlock new levels of growth. You’ll be partnering with our existing Revenue Operations team to build a world-class operations function.

In this role, you will own the following key outcomes:

  • Build and iterate systems, playbooks, and process to help us execute GTM better

  • Own the data and outcomes, and be creative to test new strategies and respond to market trends and team performance

  • Help us codify and memorialize playbooks, rules of engagement, and more

  • Own the GTM tech stack

  • Partner with finance on budgeting, compensation plans, and more

  • Partner with GTM Engineering to build durable systems that will be the foundation for agentic automation

This is not an easy job, but it will have a massive impact on Checkbox, be visible across senior leadership, and be one heck of a fun ride. Are you up for it?

In this position, you will
  • Report directly to the Director of Finance and work closely with Senior Management and our GTM leadership to execute your role at the highest level

  • Help us manage strategic projects and build systems to connect GTM departments

  • Build automation and utilize AI to streamline existing processes and systems

  • Be an excellent writer and orator

  • Use your experience to identify key areas of operational improvement to deliver measurable business outcomes

  • Partner with product managers and product marketing to enable sellers to best understand new features and how they impact our customers

  • Show the care and attention to follow through on commitments and deliver outstanding results

  • Own all RevOps technology, including identifying opportunities for new technology acquisition and track and manage technology renewals

  • Partner with Finance to help own the Revenue team data, and use that data to not only drive insights but drive meaningful impact to help us hit targets

  • Maintain accurate and up-to-date records of all sales activities and communications in the CRM and/or other relevant systems

  • Dive deep into our ICP, in-house legal teams, to understand their business challenges, pain points and goals so you can properly lead our revenue operations

About you
  • Minimum 3-5 years of experience or more in strategic operational roles, with a proven track record of building process and delivering results. Experience in enterprise business-to-business SaaS is essential

  • You have proven to thrive in an entrepreneurial environment that absorbs rapid change and disruption

  • You are comfortable shipping v1s quickly and rapidly iterating to solve evolving problems

  • Are familiar with current AI tooling and can build AI workflows and automations, bonus points for vibecoding

  • You are high character, consistently displaying integrity, high effort, and enthusiasm for the work

  • You believe in being unique, and that transparency and radical honesty sell better than perfection

  • You apply a strong analytical mindset to your work and leverage data to drive decisions

  • You are a learner and display a desire to learn the challenges facing legal teams, and opportunities for efficiencies and operational improvements

  • You are creative, driven, and reliable

  • You are willing to consistently go beyond the call of duty for the team, and to challenge the status quo to help Checkbox be better

  • You are self-motivated, relentless, organized, and determined to overcome roadblocks

  • You have demonstrated success in managing complex projects with multiple stakeholders

  • You have demonstrated success in maintaining strong, long-lasting relationships and the ability to inspire trust and confidence in others

  • You are outcome-oriented, adaptable, collaborative, memorable and personable

  • You take ultimate ownership over the success of your work. It matters to you to enable your teammates to be more successful at Checkbox, and you make every decision with an eye towards employee experience and ultimately driving performance

Compensation & Benefits
  • Competitive compensation. We believe in comfortable compensation for our employees so that they can be as happy and productive as possible without any reservations. In this case, expect OTE of 130-150k

  • Insurance coverage. We cover your health insurance, including dental and vision

  • 401K savings. We match contributions to your 401K retirement savings

  • Generous and flexible leave. We provide 20 days paid leave a year and parental leave, including secondary carer, with a culture of approving and encouraging time off as needed

  • Hybrid working arrangements. Our New York team works out of an office a few days a week, and works from home as well. Enjoy the benefits of working from home, and working from our New York office when appropriate/required

  • Personal learning & development budget. Continuous development and growth (#suckless) is one of our core values, and we believe in investing in our own home-grown leaders

  • Expense policy. You can expense small work-related items and salary sacrifice larger items within reason

  • Company wide social events. We have some wicked annual off-sites, past events include a massive boat party, a few days stay in a mansion in Australia’s wine region, and a week in Bali

  • Transparent & open culture. Enjoy the benefits of an open culture where all questions and feedback are welcomed so we can be a better company day by day

Skills Required

  • 3-5+ years in strategic operations roles
  • Experience in enterprise B2B SaaS
  • Proven ability to build processes and deliver measurable results
  • Experience owning and managing RevOps technology and CRM
  • Strong analytical mindset and comfort with data-driven decision making
  • Experience managing complex cross-functional projects with multiple stakeholders
  • Ability to build automation and AI workflows
  • Excellent written and verbal communication skills
  • Comfort thriving in an entrepreneurial, fast-changing environment
  • Familiarity with current AI tooling; vibecoding experience
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The Company
HQ: Riverside, CA
87 Employees
Year Founded: 2016

What We Do

Checkbox is the legal intake and workflow automation platform used to capture requests from the business, gain visibility and control over all matters, and automate manual work.

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