At Advantive, we don’t just make software—we build careers and power the manufacturing and distribution backbone of the global economy. We are growing fast, investing in AI, and building a culture where motivated, curious people rise quickly.
Advantive is building an AI-first commercial organization. This role is the embedded operational partner for one or more Business Units, the person the GM calls when they need the real number, not the optimistic one. You'll report to the Director of Revenue Operations and work directly with GM and functional leadership to drive forecast accuracy, visibility, and disciplined execution. This is not a reporting role.
What You'll Own● Partner directly with GMs to track Business Unit performance, flag risk and opportunity early, and drive execution against strategic priorities.
● Build and maintain the weekly bookings forecast, pipeline analysis, productivity reporting, and performance dashboards GMs actually use.
● Prepare the executive-ready reporting, presentations, and business narrative for weekly operating reviews, the version that gets read, not skimmed.
● Run scenario modeling, sensitivity analysis, and financial modeling that holds up under real questions.
● Drive the weekly forecast inspection and operating cadence across Sales, Customer Success, Marketing, Finance, Product, and Professional Services.
● Build the KPIs that make pipeline health, bookings, conversion, customer performance, and execution visible, not buried in a spreadsheet.
● Find the process gaps that are quietly costing predictability, and fix them.
● Support acquisition integrations and strategic initiatives, coordinating planning, tracking milestones, measuring impact.
● Use AI to automate recurring reporting, summarize performance, and surface trends nobody has time to dig for manually.
● Build trust across Business Unit leadership and drive execution without direct authority. Influence is the job.
What Success Looks Like● GMs treat you as the source of truth on their business, not just the person who sends the deck.
● The weekly forecast holds up, and surprises get caught before the number does.
● Business Unit dashboards and KPIs are something leadership actually opens, not something that gets built and ignored.
● Acquisition integration and strategic initiative milestones are tracked and hit, not chased after the fact.
● AI is doing the recurring reporting and trend-spotting that used to take hours out of your week.
● 4 to 6 years in Revenue Operations, Business Operations, FP&A, Strategy, Consulting, or GTM Operations, ideally in B2B SaaS.
● Advanced Salesforce reporting and advanced Excel/financial modeling are second nature to you.
● You've built executive dashboards and reporting that leadership actually relies on.
● Strong executive presentation skills and sharp analytical problem-solving.
● You've operated in a B2B SaaS environment and know the pace.
● Power BI, Tableau, or Looker experience, experience supporting executive leadership teams, AI-powered analytics tools, and private equity-backed company experience are all a plus.
The Advantive Way
How Advantive works, in brief: six values, five promises, and three AI habits, one way of working. The values are who we are; the promises are what we deliver. This is what we hire for, at every level, and it applies to this role in full.
Our Values: who we are
The bar below which no behavior is acceptable, on the floor, in the backbone, and in this role.
Humility
Team-first; team success ahead of self-interest.
Integrity
Candid; admit mistakes; do the right thing even when it costs.
Grit
Fortitude and fierce resolve; long-term goals over short-term comfort.
Results Orientation
Measured by results, not effort; execution over busyness.
Winning Attitude
Optimistic and determined; persevere through adversity.
Drive to Excellence
Seek feedback; learn, grow, be the best version of ourselves.
The Five Promises: what we deliver
The standard by which all work is measured. Not values, but promises: harder to walk back, easier to coach against.
1.) Start where the work is. Go to the floor before the office; build from reality, not theory.
2.) Make it run. Ship software that runs where the work happens, and own it in production.
3.) Own the hard part. The customer's job is hard enough; we don't hand off the mess.
4.) Show up as a team. Heroes burn out; teams compound. No vanishing reps.
5.) Move their number. Outcomes, not activity. The number the customer is judged on, not ours.
How we work with AI
Openly Learn: share what works, failures included.
Nurture Curiosity: ask the model why; don't accept first answers.
Earn Trust: the operator decides what's true; verify before you ship.
Why Advantive?
- Culture of Growth: We don’t hire to fill seats—we hire to develop talent. You’ll be supported like an athlete, coached like a leader, and challenged like a builder.
- Career Acceleration: Many of our best leaders started in frontline roles like this one. We believe in moving fast and promoting from within.
- Real Impact: You’re not a cog in the machine here. Your work helps real businesses that keep supply chains, manufacturing lines, and entire industries running.
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Skills Required
- 4 to 6 years of experience in Revenue Operations, Business Operations, FP&A, Strategy, Consulting, or GTM Operations
- Experience operating in a B2B SaaS environment
- Advanced Salesforce reporting skills
- Advanced Excel and financial modeling skills
- Experience building executive dashboards and leadership reporting
- Strong executive presentation skills and analytical problem-solving abilities
- Power BI, Tableau, or Looker experience
- Experience supporting executive leadership teams
- Experience with AI-powered analytics tools
- Experience in a private equity-backed company
What We Do
We make purpose-built software for specialty manufacturing and distribution businesses that streamline complex processes, optimize operations visibility and throughput, and drive improved quality, profitability, and revenue growth. Deeply embedded in our customers’ businesses, Advantive’s software solutions add value along the full manufacturing and distribution lifecycle. Our customers, who include corrugated and packaging manufacturers, equipment and supply wholesale distributors, and automotive and other specialty manufacturers, benefit from our solutions that have been honed over decades in the marketplace. We know our customers’ businesses intimately and deliver software to address their needs. Our software is deeply embedded in our customers’ operations. From schedule optimization and quality to sales order, inventory, and fulfillment management, from financial management to e-commerce to reporting and analytics, our software is designed to optimize every aspect of the manufacturing and distribution value chain. Specialized, scalable, and easy to use, our software optimizes performance and drives rapid value and ROI for our customers.







