• Support the Revenue Operations routine, ensuring visibility, consistency and efficiency in the metrics, analyses and cadences that connect Revenue Operations (CSOps), Pricing, Product Marketing, Finance and Data. • Work with a revenue-focused perspective on the customer base, analyzing MRR, ARR, ACV, expansion opportunities, contraction, financial churn, NRR, GRR, retention (net and gross). • Identify revenue risk patterns, such as financial churn, contraction, downgrades, reductions in MRR/ARR, delinquency, poor renewal performance or loss of financial potential. • Identify revenue growth and leverage opportunities, including upsell, cross-sell, contractual expansion, higher average deal size and revenue recovery. • Generate actionable insights for the Customer Success team and CSOps leadership, supporting account prioritization, goal tracking and action plans aimed at retention and expansion. • Track Customer Success performance goals related to expansions, contractions, financial churn, NRR, GRR, ACV and ARR. • Build revenue analyses by segments, cohorts, plans, customer size and contract profiles, identifying financial risks, expansion opportunities and drivers of growth, loss or contraction. • Support Revenue Intelligence initiatives, including financial cohort analyses, revenue forecasting, growth scenarios, cash flow impact and predictability of future revenue. • Build, maintain and evolve dashboards and reports for revenue performance, funnel, pipeline, forecast, financial churn, expansion, contraction, NRR, GRR, ACV, ARR and productivity. • Extract, query and analyze large volumes of data using SQL, HubSpot and spreadsheets to produce Revenue analyses. • Work in partnership with Ops/Data teams to ensure data quality, consistency and reliability of the datasets and metrics used by the Revenue area. • Support revenue management rituals such as pipeline reviews, goal performance analysis, churn reviews, expansion analysis, QBRs and indicator follow-up meetings. • Identify opportunities to improve analyses, metrics, dashboards and follow-up cadences, translating revenue data into practical recommendations to drive revenue in Customer Success.

Role Description This is not an administrative role. This is not an entry-level role. This is a builder role. Your Mission: - Build a predictable, measurable, AI-powered revenue generation engine. - Work directly with the CEO to create systems, automations, dashboards, workflows, and operating infrastructure that consistently generate qualified opportunities. - Success will be measured by the strength of the pipeline you build and the leverage you create across the business. What You Will Own - Revenue Operations - Design and optimize CRM infrastructure. - Build revenue dashboards and KPI tracking systems. - Create visibility into pipeline health across all service lines. - Build follow-up and lead nurturing systems. - Establish operating rhythms around revenue generation activities. - Speaking Pipeline (Primary Focus) - Build and operate a speaking opportunity sourcing engine. - Systematize the application and opportunity tracking process. - Create outreach workflows for event organizers and speaker bureaus. - Implement follow-up automation and CRM integrations. - Deliver measurable KPI reporting on pipeline performance and health. - AI & Automation - Build workflows using AI tools such as ChatGPT and Claude, along with automation platforms. - Eliminate repetitive manual work across the business. - Create scalable and repeatable operating systems. - Document SOPs and processes to ensure sustainability and consistency. Success in the First 90 Days - Revenue Infrastructure Built - CRM optimized and structured for pipeline management. - Dashboards implemented with real-time visibility. - KPI tracking established across critical business metrics. - Revenue reporting operational and delivered on a weekly basis. - Speaking Pipeline Built - Speaking opportunity engine fully operational. - Opportunity tracking and application process systemized. - Follow-up workflows active and automated. - Pipeline visible, measurable, and consistently generating qualified opportunities. Workshop pipeline development, executive advisory pipeline expansion, and broader operational leverage initiatives will become Phase 2 priorities (months 4–6) once the foundation is established. Qualifications - 3+ years of experience in Operations, Revenue Operations (RevOps), or Growth Operations. - Experience with CRM platforms such as HubSpot, Salesforce, Pipedrive, Go High Level, or similar. - Experience with automation platforms such as Zapier, Make, n8n, or equivalent. - Experience using AI tools such as ChatGPT and Claude for workflow design and automation. - Experience building dashboards and KPI tracking systems. - Experience designing outbound prospecting and lead generation systems. - Strong process design and documentation skills. - Professional-level English and Spanish proficiency. - Must be based in Latin America (LATAM). Preferred - Experience with Claude Code, Claude Co-Work, or similar AI-assisted development tools. - Startup or founder-support experience. - Experience supporting advisors, consultants, or professional services businesses. - Proficiency with Apollo.io and LinkedIn Sales Navigator. - Experience building AI-first operating systems. Who You Are - Entrepreneurial: You identify opportunities, take initiative, and move projects forward without waiting for direction. - Autonomous: You deliver results independently with minimal supervision. - Data-Driven: You rely on metrics, track performance consistently, and make decisions based on evidence. - AI-Native: You naturally look for ways to automate, optimize, and scale work using AI. - Resourceful: You find practical solutions even with limited resources, tools, or guidance. - Direct: You communicate honestly, clearly, and constructively, regardless of audience. Most importantly, you are energized by the opportunity to build a revenue engine from the ground up and create meaningful business impact through systems, automation, and operational excellence.

• Analyze end-to-end sales performance across funnel stages (lead, pipeline, conversion, close) • Identify bottlenecks in revenue generation and conversion efficiency • Conduct root-cause analysis using CRM, revenue intelligence, and operational data • Partner with Sales Leadership and RevOps to define performance improvement priorities • Design and implement scalable sales enablement programs (onboarding, ramp-up, ongoing development) • Translate performance gaps into structured enablement initiatives (training, coaching, process, or tooling—not always training) • Develop sales playbooks, frameworks, and operating models to improve seller effectiveness • Drive adoption of sales methodologies, tools, and standardized processes • Act as a liaison between Sales, Revenue Operations, Marketing, Product, and Finance • Collaborate with stakeholders to ensure alignment on messaging, process, and execution • Support leadership in translating commercial strategy into execution plans • Build scalable, repeatable enablement and revenue operating systems • Develop KPI frameworks, dashboards, and performance tracking mechanisms • Improve CRM hygiene, forecasting accuracy, and pipeline visibility • Define success metrics for enablement and revenue initiatives • Track impact of interventions on pipeline generation, conversion rates, ramp time, and productivity

Title: Revenue Officer I - Greenville Location: Greenville/winterville Pitt, NC United States Work Type: Hybrid, Full Time Job ID: 117736 Job Description: About Us The North Carolina Department of Revenue is committed to excellence in tax administration, ensuring secure and efficient collection of revenue to fund vital public services. We are an employer of choice offering excellent benefits, competitive pay, professional development, and career advancement. Our dedicated team provides accurate information, achieves high compliance, and delivers innovative services with integrity and fairness. DOR is an equal opportunity employer hiring qualified candidates regardless of race, color, gender, national origin, religion, age, disability, or political affiliation. Description of Work These positions have been established as hybrid teleworking with a minimum starting salary of $48,000. These Revenue Officer I positions work at the Greenville Service Center with in-office days each week. If you are looking to start a career, better balance your professional and personal life, or serve North Carolina citizens, a career with the North Carolina Department of Revenue might be the right fit for you! NCDOR is committed to recruiting top-talent employees and developing career paths that will allow you to build long-term, rewarding and satisfying careers. The North Carolina Department of Revenue is accepting applications for Revenue Officer I positions at our Greenville Service Center. The primary purpose of the Revenue Officer I position is to answer technical tax law questions and resolve relevant issues and increase compliance by ensuring the appropriate amount of tax is reported and paid by each taxpayer. This is accomplished by providing professional customer service to taxpayers as well as timely and appropriate enforcement action when necessary. This position adheres to NC statutes and the Department's policies and procedures. This position routinely communicates with taxpayers, attorneys, tax consultants, corporate managers, CPAs, and other agency personnel. A Revenue Officer I deals with conflict in highly emotional situations and acts in a professional manner. The position requires someone who can work independently and can prioritize, communicate effectively, work independently, and has experience dealing with conflict in a professional manner. Responsibilities of the Revenue Officer I to include, but are not limited to, the following: - Educate the public on State tax matters and promote compliance with State revenue laws - Determine liabilities, payment plans, installment agreements and adjust accounts based on research or documents provided by taxpayers - Communicate via telephone (inbound and outbound calls and phone queue) with taxpayers to assist and resolve routine matters and complete special projects - Utilize legal remedies to collect liabilities or secure returns - Utilize professional judgment to decide when to initiate civil action and what civil actions to employ to bring a case to a successful resolution - Work independently to examine, research, verify, and evaluate financial statements, returns, and other data - Travel to taxpayer locations within an assigned territory with limited overnight travel These professional positions have a hybrid work schedule. Work is performed in-person at the Greenville Service Center each week and remotely at the manager's discretion based on the needs of the office. These positions also require some regional travel consisting of day trips to conduct fieldwork and may include an occasional overnight stay. An on-the-job training period for up to 12 months is required for all new employees to gain a detailed knowledge and understanding of revenue and the related laws, and to demonstrate ability to perform job duties with reasonable independence. Knowledge Skills and Abilities/Management Preferences - Basic knowledge of principles of business administration related to reporting and/or calculating tax - Basic skills using Microsoft Word and Excel - Access to reliable transportation and a valid driver's license is necessary Recruitment Range: $48,000 - $79,504 candidates now meet the minimum qualifications of a position if they have the minimum education and experience listed from the class specification. The knowledge, skills, and abilities listed in the vacancy announcement should be used as management preferences and be used to screen for the most qualified pool of applicants. COMPENSATION & BENEFITS: The state of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options, standard and supplemental retirement plans, and the NCFlex program (numerous high-quality, low-cost benefits on a pre-tax basis). Some highlights include: - The best funded pension plan/retirement system in the nation according to Moody's Investor's Service - Twelve paid holidays per year - Fourteen vacation days per year which increase as length of service increases and accumulates year-to-year - Twelve sick days/year which are cumulative indefinitely - Paid Parental Leave - Personal Observance Leave and Community Service Leave - Longevity pays lump sum payout yearly based on length of service - 401K and 457 plans - Eligibility for the Public Service Loan Forgiveness Program The North Carolina Department of Revenue is committed to excellence in tax administration, ensuring secure and efficient collection of revenue to fund vital public services. We are an employer of choice offering excellent benefits, competitive pay, professional development, and career advancement. Our dedicated team provides accurate information, achieves high compliance, and delivers innovative services with integrity and fairness. DOR is an equal opportunity employer hiring qualified candidates regardless of race, color, gender, national origin, religion, age, disability, or political affiliation. This position is subject to federal and state criminal background checks that may include fingerprinting and verification of tax compliance. "Tax compliance" is defined as having filed and paid all North Carolina State taxes owed each year leading up to the current calendar year or currently in a non-delinquent payment status with the State of North Carolina on taxes that are currently owed to the state. Minimum Education and Experience Some state job postings say you can qualify by an "equivalent combination of education and experience." If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details. Bachelor's degree in Business/Public Administration, Economics, Accounting or related field from an appropriately accredited institution; or an equivalent combination of education and experience. Related fields considered are as follows: Psychology, Tax, Finance, Public Administration, Business Management, Tax Law, Business Law, Financial Management, Public Sector & Government Administration Management, Business Operations, Trust and Wealth Management, Political Science, Business Analytics, Banking and Finance, Interdisciplinary Studies, Public and Non-Profit Administration, and Criminology/Criminal Justice. EEO Statement The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.