Conventus · 2 weeks ago
VP, Revenue Operations
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $185K/yr
10+ years expConventus Holdings Corporation is focused on reducing economic intermediaries in the real estate bridge loan marketplace. They are seeking an experienced VP of Revenue Operations to ensure revenue teams operate within defined processes and metrics, while also supporting the company's growth through effective reporting and technology integration.
Real Estate
Hiring Manager
Michelle Goodyear
Responsibilities
Partner with leadership across Sales, GTM and Marketing to ensure alignment on revenue strategy and build processes and reporting metrics to drive predictable growth and enable informed decision making
Build out and regularly tailor reporting on Sales performance based on their specific role, including execution of GTM strategy, to drive Relationship Manager (RM) origination growth
Own weekly, monthly, and quarterly forecasting for originations, pipelines, and revenue
Host regular meetings with leadership and provide dashboards that illustrate Sales performance and identify actions to improve results
Provide regular reporting on Net Promoter Score (NPS) survey results, identify feedback that requires escalation, and work with the Sales Manager to provide a resolution to the client in a timely manner
Ensure client segmentation is regularly updated in CRM as it evolves
Maintain key inputs to the revenue forecasting model and ensure CRM captures all necessary data via tech stack integrations and/or data capture
Implement automation, reduce manual work, and enforce clean data
Maintain real-time dashboards that track funnel performance, activity levels, CAC, LTV, and ROI of revenue strategies
Partner with Marketing to ensure lead quality, conversion tracking, and attribution accuracy
Maintain reporting on growth by product, client segment, partnerships, and other channels to provide accountability to growth goals
Develop and maintain CRM vision and roadmap, including self-identified opportunities and identified by Sales and the leadership team, among others
Partner with the Technology team to prioritize and implement CRM architecture enhancements
Identify other technologies to improve the client experience and support revenue goals
Prioritize enhancements to marketing technology to facilitate marketing campaign execution and automations for both Sales and Marketing initiatives
Train Sales and other departments on CRM enhancements and other tools
Ensure CRM user interface remains simple and useful for Sales to capture appropriate level of data without undue burden
Qualification
Required
Bachelor's degree in Business, Finance, Real Estate or related field
10+ years of Revenue Operations roles in the FinTech or financial services industry
Experience with Salesforce CRM and Marketing Cloud
Experience in mortgage lending, real estate and/or financial services
Preferred
Experience with private lending
Company
Conventus
All Hail California Property Developers.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Tomao
Chief Executive Officer
Recent News
Company data provided by crunchbase