Role Description You are a highly analytical, organized, and process-oriented operations professional who thrives in fast-moving environments. You enjoy building structure where none yet exists and have a knack for turning ambiguity into scalable, repeatable processes. You think strategically while also rolling up your sleeves to drive execution. You're energized by cross-functional collaboration and have a passion for optimizing the systems and workflows that power revenue growth. This role is based in our Canada office and supports a global organization, requiring collaboration across teams in North America. What You'll Do and How You'll Have an Impact - Serve as a power user and key finance stakeholder for CRM systems (Hubspots or SFDC) and revenue operations workflows, including configuration, automation, data governance, and ERP integrations (e.g., NetSuite); - Design, document, and continuously improve revenue operations processes and standards to support a scalable, global revenue function; - Drive cross-functional alignment by partnering with Sales Operations, Legal, Finance, and Product on quote-to-cash workflows, bookings accuracy, and pricing updates; - Identify operational risks, develop performance measurement frameworks, and build models to evaluate workflow effectiveness; - Analyze data and deliver reporting that enhances visibility into operational performance and key revenue drivers; - Standardize dashboards, reporting, and tracking to support leadership decision-making; - Perform other duties as assigned. Qualifications - 6+ years of experience in sales operations, business operations, revenue operations, or a related field, with a track record of driving process improvements in complex or high-growth environments; - Proficiency in CRM workflow auditing and friction or bottleneck identification; - Experience in HubSpot or SFDC is highly desirable; - Ability to identify operational risks, design process measurement frameworks, and model workflow and workforce efficiency; - Bachelor's degree or equivalent experience in finance, operations, or a related field; - Basic understanding of revenue recognition standards (ASC 606) is a plus. Benefits - Base salary or OTE is just one component of AppDirect’s total compensation package. - Regular employees may be eligible for performance-based bonuses and a full range of benefits. Company Description At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.

• Maintenance, updating, and development of dashboards and spreadsheets; • Creation and updating of presentations for strategic meetings; • Data analysis and generation of insights for business areas; • Automations using Zapier, Google Apps Script, and other tools; • Data transformations with dbt; • Support in structuring targets and tracking/reporting results; • Documentation of processes and analyses.

• Own the [in progress] HubSpot to Salesforce migration, handle the data cleanup, and ensure our CRM is optimized for an enterprise motion. • You’ll be responsible for building and maintaining the dashboards that our teams live in, from individual reps to our Sales Directors and the executive team. • Be the face of decisions regarding territory scaling as we grow, account disputes, and lead routing. We need someone who can be firm, fair, and data-driven in these moments. • Work closely with Finance to prepare board decks, manage commissions, and refine our forecasting. • Ensure lead flow, ICP definitions, and account ownership models are seamless across all of Revenue (Sales and Marketing).

Role Description This is a rare opportunity to rebuild and own the revenue operations function at a critical inflection point - when the company is simultaneously integrating multiple brands and systems, and undergoing a comprehensive AI transformation. The goal is for every workflow, system, and decision loop in the GTM engine to be embedded with AI. The result: a self-optimizing revenue machine where AI handles volume and pattern recognition while humans own strategy, relationships, and creative judgment. You will own both the operating model and the GTM AI roadmap - driving the systems, data infrastructure, and intelligent automation that will define the company's competitive advantage for the next decade. This role is for someone who wants to build and lead hands-on - not just advise. You will sit at the intersection of strategy and execution, and direct a team of 8 that support revenue operations and GTM AI transformation across 4-5 vertical divisions. - Define and own the RevOps strategy, priorities, and operating model across the full revenue organization - Design the processes and governance structures that underpin how revenue is generated, tracked, and optimized - Act as the connective tissue between marketing, sales, onboarding, CS, finance, and IT - ensuring alignment on data definitions, process standards, and system architecture - Build and run the executive-level KPI framework and operating cadences that keep the leadership teams aligned and accountable - Lead the cross-functional operating cadence: weekly AI task force, bi-weekly model performance reviews, monthly GTM data audits, and quarterly executive readouts - Make and enforce standardization decisions when business verticals conflict on process, data, system questions, or priorities - with clear decision frameworks and escalation paths - Build the RevOps roadmap and own resource prioritization across all initiatives, balancing AI transformation work with day-to-day operational excellence Qualifications - The ideal candidate is primarily a revenue thinker who happens to use AI as their main lever — not an AI enthusiast who happens to work in revenue. - Domain instinct (knowing what makes deals close, what makes customers churn, what motivates a quota-carrying rep) doesn't get replaced by tooling, and it's still the foundation the rest is built on. - 3+ years in Revenue Operations, GTM Strategy, or a closely related function at a B2B SaaS company - Track record of building and/or scaling RevOps teams - Data fluency at the query level, not the dashboard level – ability to pull clean cohort retention, multi-touch attribution, or pipeline conversion analysis without waiting on a data team - Hands-on experience with modern GTM tech stack: CRM (Salesforce preferred), marketing automation, intent data, conversation intelligence, revenue forecasting platforms, BI tools, etc. - Demonstrated experience implementing AI or ML tools in a revenue context - lead scoring, forecasting models, or data automation at scale - Ability to whiteboard data and process flow from lead to cash - Understanding of AI tooling and agentic workflow design - Experience leading cross-functional alignment across sales, marketing, finance, and IT stakeholders with competing priorities - Understanding of revenue modeling, revenue KPIs that matter, compensation design, forecasting science Requirements - The single most important trait is builder energy over operator energy. - You think in systems: You see how processes, data, and people interconnect - and you build for the whole, not just the part in front of you - You move fast with rigor: You don't let perfect be the enemy of good, but you don't ship slop either - you establish clear standards and hold to them - You have a bias to automate: When you see a repetitive workflow, your instinct is "what would it take to make this run itself?" not "let's hire an analyst." - You are obsessively data-driven: Every decision you make is grounded in data; you are comfortable building and tearing apart a model - You are an early adopter: You follow the AI landscape closely, know the tools better than the vendors do, and are energized by what's possible - You build for scale: You don't just solve today's problem - you build the system that won't need to be rebuilt in 18 months - You lead through influence: In a cross-functional role - you align, persuade, and build coalitions to drive change Benefits - Paid Parental Leave benefit programs - #GiveBackDays/Commitment to social impact – 3 extra days off to volunteer and give back to your local community - Ongoing dedication to Diversity & Inclusion initiatives such as D&I Council, Global Mentorship Program - Access to free mental health support - Flexible working arrangements