We are seeking an experienced and dynamic Revenue Operations Leader to establish and drive our RevOps data and reporting center of excellence. This is a critical role that requires a strategic thinker with a proven track record in revenue operations, data management, and sales process discipline. The ideal candidate will have a passion for leveraging technology, particularly AI, to transform RevOps, enhance sales insights, and accelerate bookings.
Key Responsibilities:
Proven Revenue Operations Expertise: Manage pipeline operations, forecasting, reporting, and sales process discipline to ensure optimal performance of the sales organization.
Data Expertise: Utilize large data sets to drive insights and make data-driven decisions. Create comprehensive reports, including board-level reporting, using Excel and PowerPoint.
AI Integration: Develop and implement strategies to leverage AI technologies that redefine revenue operations, automate workflows, improve sales insights, and enhance efficiency within the sales team.
Sales Tech Stack Familiarity: Maintain deep familiarity with the modern sales technology stack, including Salesforce, Clari, Gong, Highspot, and Claude Code, to optimize sales processes and reporting.
Team Leadership: Lead and develop a high-performing RevOps team, fostering a culture of operational excellence and collaboration across functions.
Operational Discipline: Build and uphold strong operating discipline across the organization, enhancing data quality, funnel visibility, forecasting accuracy, and agility within the sales organization.
Proven experience in Revenue Operations, with a focus on pipeline management, forecasting, and sales reporting.
Strong data management skills, with extensive experience in Excel and building presentations in PowerPoint.
A forward-thinking perspective on AI technologies and their impact on RevOps and sales processes.
Deep knowledge of the sales tech stack, with hands-on experience in Salesforce and familiarity with Clari, Gong, Highspot, and Claude Code.
Demonstrated experience in leading teams and driving operational improvements.
Excellent analytical, problem-solving, and communication skills.
Skills Required
- Proven experience in Revenue Operations including pipeline management, forecasting, and sales reporting
- Strong data management skills and experience working with large data sets
- Extensive experience in Excel
- Experience building presentations and board-level reporting in PowerPoint
- Forward-thinking perspective on AI technologies and their application to RevOps
- Hands-on experience with Salesforce
- Familiarity with Clari
- Familiarity with Gong
- Familiarity with Highspot
- Familiarity with Claude Code
- Demonstrated experience leading and developing a RevOps or operations team
- Excellent analytical, problem-solving, and communication skills
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are provided, with indications that some plans are company‑paid and include dependents, plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
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Retirement Support — A 401(k) with employer matching up to 4% is offered, with immediate/Safe Harbor vesting noted in materials. This provides structured, reliable support for long‑term savings.
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Leave & Time Off Breadth — PTO starts around three weeks and grows with tenure to a higher cap, and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
