• Own HubSpot architecture and data hygiene by auditing and aligning properties across Contacts, Companies, Deals, and Tickets. • Run ongoing data cleaning processes to merge duplicates, correct formatting issues, and remove outdated information. • Ensure system integrity by cross-referencing HubSpot with our primary database to maintain accurate synchronization. • Act as an internal auditor to enforce process compliance and ensure teams complete required lifecycle data. • Maintain and optimize HubSpot workflows that support automation while minimizing operational friction. • Identify process gaps and propose structural improvements that make data entry easier and more reliable. • Build and maintain dashboards and reports to track KPIs across the customer journey. • Ensure leadership reporting is based on verified, trustworthy data. • Assist in tracking Sales and CX commissions using HubSpot and integrated billing systems, using strong hands-on experience with HubSpot AI tools to improve and streamline existing workflows and processes.

• Own forecast accuracy, pipeline health, deal velocity, and revenue predictability • Design territory assignments, quota planning, product expansion playbooks, and sales compensation plans that drive the right behaviors • Serve as a strategic thought partner to GTM leadership, translating business needs into operational solutions and managing competing priorities with sound judgment • Translate data into actionable insights that inform strategic decisions across pipeline generation, conversion, and retention • Build and maintain a rigorous operating rhythm (forecasting, leading indicators, QBRs) for revenue teams, ensuring data integrity, accurate reporting, and actionable insights that inform strategic decisions • Own Deal Desk operations including pricing, packaging and and approval workflows • Design and administer compensation plans and commission operations in partnership with Finance • Oversee the entire revenue technology ecosystem in conjunction with our GTM systems team. This will require selecting, implementing and optimizing tooling across the customer lifecycle - from CRM to marketing automation, sales engagement, post sales tooling and business intelligence solutions.

At ComplyAdvantage, we’re building the intelligence infrastructure to fight financial crime. As Senior Director of Revenue Operations, you’ll design and scale the operating system behind our global go-to-market strategy. This high-impact role bridges GTM strategy, execution, and data - aligning Sales, Marketing, Customer Success, Finance, and Product to drive predictable, efficient growth across regions, products, and customer segments. Join a mission-driven SaaS company tackling global financial crime as our Senior Director of Revenue Operations. You’ll build and scale a world-class RevOps function that powers our next phase of growth, driving alignment across GTM teams, enhancing forecasting accuracy, and elevating sales efficiency. What Success Looks Like: A unified GTM operating rhythm across Sales, Marketing, and Customer Success Accurate, AI-enhanced forecasting and full pipeline visibility Clean, trusted revenue data driving board-ready insights and decisions A modern, integrated tech stack fuelling automation and GTM productivity A high-performing, globally distributed RevOps team with measurable ROI Your Areas of Impact: GTM Strategy & Operating Model: Partner with execs to shape long-term planning, TAM/ICP, and customer journey strategy Revenue Program Management: Drive quarterly GTM initiatives and eliminate bottlenecks across the funnel Analytics & Forecasting: Govern end-to-end data, build actionable dashboards, and deliver strategic insights Tech & Infrastructure: Own and optimize our GTM tech stack (Salesforce, Outreach, Gong, etc.) with a focus on AI, automation, and integration Pricing & Deal Desk: Run a high-impact Deal Desk and support strategic pricing with operational rigor Team Leadership: Build a resilient, global RevOps org with a culture of experimentation, enablement, and execution What You Bring: Parental leave and childcare benefits Life Insurance to protect your loved ones Medical (100%), Dental (90%), and Vision (80%) contribution Flexible Spending Accounts (FSA) to allow you to use tax free dollars for healthcare or day care related expenses 401k Contribution Financial Perks (Financial Advice, PerkSpot discounts, Pet Insurance discounts, Travel assistance) Pre-Tax transit benefits About us: Our mission is to empower every business to eliminate financial crime. By harnessing AI, a unified platform, and an extensive partner ecosystem, we help customers turn compliance into a catalyst for growth, operational resilience, and enduring regulatory trust. More than 3,000 enterprises across 75 countries rely on our end-to-end platform and the world’s most comprehensive financial crime risk intelligence. With full-stack agentic automation, we help organizations automate up to 95% of KYC, AML, and sanctions reviews, cut onboarding times by 50%, reduce false positives by 70%, and handle 7x more work with the same staff. ComplyAdvantage is headquartered in London and has global hubs in New York, Lisbon, Singapore, and Cluj-Napoca. It is backed by Balderton Capital, Index Ventures, Ontario Teachers’ Pension Plan, Goldman Sachs, and Andreessen Horowitz. Learn more about compliance re-engineered for the age of AI at complyadvantage.com.

What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it’s going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role The Director of Revenue Operations & Billings is a critical, hands-on leadership role responsible for owning the company’s revenue cycle and related billing operations for our multiple business units. This individual will serve as a player-coach, leading a team of four while personally driving complex spreadsheet calculations, journal entries, and flux analysis. The successful candidate should be skilled at automating highly manual processes that currently rely on complex spreadsheets. Responsibilities Lead Process Automation: Champion the transformation of manual, spreadsheet-based workflows into automated, system-driven processes. Successfully identify, evaluate, and implement system enhancements, automation tools, and AI solutions to scale the department and eliminate heavy manual effort. Billing and Revenue Cycle Ownership: Fully own the end-to-end billing and revenue cycle across the organization, ensuring accurate and timely billing operations that align with revenue recognition policies. Assist in the monthly financial close process, ensuring all deadlines are met and financial statements are accurate and compliant with US GAAP. Own and drive accounting projects such as system implementations, process improvements, policy updates, accounting memos, and internal control enhancements. Data & Calculation Mastery: Serve as the final authority on the accuracy of large data sets used for revenue calculation, personally reviewing and validating spreadsheets and related analysis. Financial Reporting & Analysis: Lead monthly revenue variance analysis, providing detailed, operational insights into revenue trends and drivers for the CFO and FP&A. Team Leadership: Act as a hands-on player-coach to the revenue team (4 total staff, 2 direct reports), providing technical guidance, mentoring, and support to ensure work quality and professional development. Audit Liaison: Support our external audit process on revenue and billing matters, providing robust documentation and clear explanations to ensure audit readiness. Cross-Functional Partnership: Act as a key liaison across Finance, Sales, Legal, and IT to drive alignment on contract terms, billing systems, data accuracy, and system requirements. Qualifications Bachelor’s degree in Accounting or Finance required Industry Expertise: Minimum of 8+ years in a senior revenue operations and billing role 5+ years of experience managing a team Automation Track Record: Proven success in transforming highly manual, volume-heavy processes into automated, system-driven workflows. Technical Tool Mastery: Expert-level Excel skills and proficiency in financial reporting tools (e.g. VLOOKUP, Pivot Tables, Macros, etc). Comfortable owning, auditing, and manipulating large data sets. Operational Mindset: Strong process orientation with a focus on efficiency, control, and standardization. GAAP Knowledge: Solid understanding of GAAP revenue recognition principles (ASC 606), with a focus on the operationalization of billing policies. Communication: Excellent communication skills, with the ability to clearly articulate complex operational and data issues to both staff and executive leadership. Nice to Have Ideally with experience in the Property Management and/or Real Estate industry. Travel Required n/a Location Bay Area (Oakland), CA. This is a 2 day hybrid role in the Oakland office. Compensation $170,000/yr.  - $203,000/yr. range annually Compensation may be adjusted based on experience, skills, and interview performance. Pay Transparency Our compensation reflects several US geographic markets. The base pay for this position represents the expected salary for this position.  Ultimately, in determining your pay it will be based on several factors including location, job-related knowledge, skills, experience and other job related factors.  Roofstock is a total compensation company; the base salary is only a part of our total compensation package. Competitive & Unique Benefits Package Generous PTO Policy 12 Paid Holidays Volunteer Time Off Paid Parental Leave 401k Program Wellness and home office/cell phone subsidies Robust health, dental, vision insurance, and more Wellness and home office/cell phone subsidies Must be authorized to work in the U.S. is a precondition of employment and we are unable to sponsor H1-B Visas at this time. Any offer of employment is conditioned upon the successful completion of a background investigation. Commitment to Equal Employment Opportunity Roofstock is an equal opportunity employer. In keeping with the values of Roofstock, we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight. #LI-HYDBRID #LI-NL-1