• Serve as the CRO's second in command across the Sales-Assisted GTM organization — a trusted proxy in leadership forums, cross-functional decisions, and day-to-day operational leadership • Partner with the CRO to shape GTM strategy, annual planning, and resource allocation across Sales, Marketing, Customer Success, and Customer Experience • Facilitate alignment among GTM leaders on strategic questions such as ICP targeting, lead qualification criteria, joint planning, and SLAs • Represent the revenue organization in executive level reporting, and drive accountability against company growth goals • Own the strategy, architecture, and optimization of the full revenue operations and website tech stack, including CRM, marketing automation, CS platforms, and reporting tools (HubSpot,Avoma, Hightouch and lead router). • Set the multi-year roadmap for the GTM systems landscape; evaluate, implement, and sunset tools to support growth and scale • Audit system health, integrations, and utilization; drive adoption through enablement and training across teams • Partner with Data team to own a shared governance model — clean, connected revenue data with consistent definitions across systems • Set CRM, opportunity management, and data hygiene standards that scale with the business • Co-own the workflows that deliver insights, recommendations, and next steps to GTM teams as part of the RevOps / Customer Insights / Data Engineering pod — jointly deciding definitions, priorities, and what ships • Contribute to and serve as a stakeholder in the company's revenue forecasting, pipeline analysis, and performance reporting, supporting accurate planning across the revenue organization • Build and maintain the core suite of RevOps dashboards spanning funnel metrics and key SaaS indicators (ARR, CAC, CLTV, NRR), ensuring consistency between Hubspot and the data warehouse • Lead recurring insight forums such as a monthly Revenue Metrics Review, surfacing trends and driving strategic decisions with data • Own the full lead-to-renewal lifecycle, including routing, qualification, handoffs, funnel metrics, and attribution modeling • Partner with Marketing on lead scoring, campaign effectiveness, and continuous CRO of the website • Map, refine, and document core revenue workflows (e.g., lead management, sales-to-CS handoff) to drive clarity, consistency, and efficiency at scale • Lead high-impact, cross-functional initiatives that enhance revenue performance — system upgrades, process transformations, and org-wide alignment programs • Develop business cases and secure executive buy-in for longer-term investments in the GTM engine • Collaborate with Customer Success and Data team on churn analysis, health scores, and upsell/cross-sell insights that lead to repeatable processes to expand revenue from the existing base

• Oversee revenue operations strategies and initiatives • Collaborate with cross-functional teams to drive financial performance • Implement processes to optimize revenue cycle management • Ensure compliance with healthcare regulations

Role Description The Principal Revenue Operations is a senior leadership role at the center of Sortly's go-to-market engine. Reporting to the Chief Revenue Officer and serving as their second in command across the GTM organization, as well as a strategic partner to the VP, Data. This leader owns the operational backbone that connects Sales, Marketing, Customer Success, and Customer Experience into one aligned, high-performing revenue team. This is a role for a strategic operator: someone who can shape GTM strategy alongside the CRO, represent revenue operations at the leadership table, and translate ambitious growth goals into the systems, processes, and insights that make them achievable. You will drive operational efficiency, pipeline integrity, forecasting accuracy, and consistent execution against business goals; and you'll act on behalf of the CRO to keep the entire GTM org moving in the same direction. Your work will span six core areas of ownership: - GTM Leadership & Strategic Partnership to the CRO - Serve as the CRO's second in command across the Sales-Assisted GTM organization — a trusted proxy in leadership forums, cross-functional decisions, and day-to-day operational leadership. - Partner with the CRO to shape GTM strategy, annual planning, and resource allocation across Sales, Marketing, Customer Success, and Customer Experience. - Facilitate alignment among GTM leaders on strategic questions such as ICP targeting, lead qualification criteria, joint planning, and SLAs. - Represent the revenue organization in executive level reporting, and drive accountability against company growth goals. - Revenue Tech Stack Ownership & Evolution - Own the strategy, architecture, and optimization of the full revenue operations and website tech stack, including CRM, marketing automation, CS platforms, and reporting tools (HubSpot, Avoma, Hightouch and lead router). - Set the multi-year roadmap for the GTM systems landscape; evaluate, implement, and sunset tools to support growth and scale. - Audit system health, integrations, and utilization; drive adoption through enablement and training across teams. - Data Integrity & Systems Governance - Partner with Data team to own a shared governance model — clean, connected revenue data with consistent definitions across systems. - Set CRM, opportunity management, and data hygiene standards that scale with the business. - Co-own the workflows that deliver insights, recommendations, and next steps to GTM teams as part of the RevOps / Customer Insights / Data Engineering pod — jointly deciding definitions, priorities, and what ships. - Forecasting, Reporting & Revenue Analytics - Contribute to and serve as a stakeholder in the company's revenue forecasting, pipeline analysis, and performance reporting, supporting accurate planning across the revenue organization. - Build and maintain the core suite of RevOps dashboards spanning funnel metrics and key SaaS indicators (ARR, CAC, CLTV, NRR), ensuring consistency between Hubspot and the data warehouse. - Lead recurring insight forums such as a monthly Revenue Metrics Review, surfacing trends and driving strategic decisions with data. - Lead Lifecycle, Funnel & Process Optimization - Own the full lead-to-renewal lifecycle, including routing, qualification, handoffs, funnel metrics, and attribution modeling. - Partner with Marketing on lead scoring, campaign effectiveness, and continuous CRO of the website. - Map, refine, and document core revenue workflows (e.g., lead management, sales-to-CS handoff) to drive clarity, consistency, and efficiency at scale. - Strategic Initiatives & Revenue Growth Programs - Lead high-impact, cross-functional initiatives that enhance revenue performance — system upgrades, process transformations, and org-wide alignment programs. - Develop business cases and secure executive buy-in for longer-term investments in the GTM engine. - Collaborate with Customer Success and Data team on churn analysis, health scores, and upsell/cross-sell insights that lead to repeatable processes to expand revenue from the existing base. Qualifications - 8+ years of experience in Revenue Operations ideally as a one person team, Sales or Marketing Operations, including several years in a senior leadership capacity in a B2B SaaS environment. - A strong cross-functional leader operating as a strategic partner to executive GTM leadership, with the judgment and credibility to act on a CRO's behalf. - Strong experience managing and optimizing CRM and revenue systems and tools (HubSpot, Segment, Amplitude, Looker, etc.). - Deep understanding of sales funnels, customer journeys, and SaaS metrics (ARR, CAC, CLTV, NRR, etc.). - AI Fluency: You stay curious about AI, test tools that are relevant to your work, and apply them thoughtfully - not just for efficiency, but to expand your scope and impact. - Strong analytical skills and comfort building executive-level reporting and dashboards across multiple tools. - Proven ability to lead through influence, align senior stakeholders, and drive change across a cross-functional organization. - Excellent communication and project management skills, with experience presenting to executive audiences. - Self-starter who thrives in a fast-paced, remote-first environment. Benefits - Opportunity to work with a passionate and dedicated team. - A culture that fosters innovation, growth, and collaboration. - Competitive salary and benefits package. - Chance to make a significant impact on the future of inventory management. - Annual off-site retreats. - Home office stipend. - 401k match. - Yearly learning and development reimbursement. - Annual Salary: $175,000 - $184,000.

• Build and own the Revenue Operations function, including processes, systems, reporting, and operating cadence across the commercial organization • Serve as the primary owner and administrator for HubSpot, ensuring data integrity, pipeline hygiene, process adherence, and CRM optimization • Own pipeline management and forecast production - Partner with executive leadership to develop board-ready presentations, commercial business reviews, executive dashboards, and strategic presentations that communicate pipeline performance, forecasting, and growth initiatives • Design, maintain, and continuously improve pipeline mechanics and governance, including opportunity management standards, stage definitions, qualification criteria, and forecasting processes that drive consistent commercial execution and forecast accuracy • Establish and manage scalable deal desk processes, including pricing approvals, commercial approvals, contract workflows, and cross-functional coordination to support complex enterprise opportunities and accelerate deal velocity • Design and maintain standardized reporting, dashboards, and KPIs that create a trusted, single source of truth across the business • Partner with Sales, Marketing, Finance, and Operations leaders to optimize commercial processes and improve efficiency across the customer lifecycle • Establish and run recurring commercial operating cadences, including pipeline reviews, forecast reviews, and deal reviews • Identify process gaps, inefficiencies, and manual work, then implement scalable solutions and automation to improve productivity • Develop a long-term RevOps roadmap that anticipates future growth and enables the organization to scale efficiently.