Chartbeat · 5 days ago
Sr. Director, Revenue Systems and Data
United States
Full-time
Remote
Director/Executive
$160K/yr - $190K/yr
10+ years expChartbeat Inc. is the parent company of Chartbeat, Tubular Labs, FatTail, and Lineup Systems, shaping the future of media strategy and revenue. The Senior Director of Revenue Systems and Data will own the revenue systems and operating data, ensuring that Salesforce and its adjacent GTM platforms accurately reflect the business operations and scale with the company.
AdvertisingAnalyticsContentReal Time
Responsibilities
Own Revenue Systems End to End
Serve as the owner of Salesforce and connected GTM systems, including Sales Cloud, CPQ, Conga, and integrations
Own the end-to-end revenue data model across lead, opportunity, quote, contract, renewal, and expansion workflows
Define and manage the roadmap for revenue systems, balancing new capabilities, usability, and technical debt
Ensure systems are reliable, scalable, and trusted as the operational system of record
Enable Cross-Functional Execution
Partner with Sales, Marketing, Customer Success, Product, Finance, and Leadership to translate business needs into effective system design
Balance competing stakeholder priorities and make thoughtful tradeoffs in service of the company as a whole
Ensure systems support how teams actually work, not just how metrics are reported
Partner closely with the Head of Revenue Strategy & Operations who owns revenue strategy, forecasting outcomes, and executive insights, to ensure systems and data fully support decision-making needs
Metrics Consistency and Reporting
Ensure company-wide definitions for ARR, pipeline, funnel, renewals, expansion, and churn are seamlessly integrated into revenue systems and find opportunities for improvement and clarity
Design dashboards and forecasting frameworks that provide leadership with clear visibility into performance, risk, and opportunity
Partner with Finance on reconciliation to billing and financial systems while maintaining operational integrity
Salesforce Architecture & Systems
Architect, administer, and continuously improve the Salesforce instance, including Sales Cloud, CPQ, and Conga, to support scalable quote-to-cash, renewal, and expansion workflows
Own the revenue data model across Salesforce and connected systems to ensure a single source of truth for ARR, pipeline, and funnel metrics
Design configuration, custom objects, and process automation to reduce manual work, improve data quality, and support investor reporting requirements
Lead system integrations between Salesforce, billing platforms, and financial systems to ensure seamless data flow and accurate reconciliation
Data Quality & Governance
Establish guardrails, controls, and validation to maintain data integrity without slowing teams down
Identify and resolve root-cause issues when data or processes break.Maintain documentation of system architecture, workflows, and metric definitions
Support audit and investor needs in a way that keeps GTM systems usable and efficient
Lead & Develop the Team
Lead and develop a team covering Business Intelligence and Salesforce Administration
Set clear ownership boundaries and expectations across analytics, systems, and operations
Ensure the team delivers both day-to-day reliability and long-term improvement
Qualification
Required
10+ years in Revenue Operations, Sales Operations, or GTM Systems roles in B2B SaaS
Deep hands-on experience owning Salesforce as a cross-functional platform (Sales Cloud, CPQ, Conga)
Proven ability to work effectively with Sales, Marketing, Customer Success, Finance, Product, and Executives
Strong understanding of quote-to-cash workflows and recurring revenue models
Experience leading or mentoring teams
Comfort operating in fast-moving, high-expectation environments where tradeoffs are constant
Preferred
Experience in a private-equity-backed SaaS company desirable
Salesforce Administrator or Developer certification a plus
Experience integrating Salesforce with ERP or billing systems (e.g., NetSuite) desirable
Prior ownership of Salesforce redesigns, migrations, or scale-up initiatives preferred
Benefits
Comprehensive Health, Dental, and Vision Insurance
401K with company match (100% of the first 3% and 50% of the next 2%)
Fully Paid Parental Leave - 18 weeks for birthing parents, 12 weeks for non-birthing parents
Phone and internet stipend
Wellness, learning, and coworking reimbursements
Flexible work hours
Unlimited PTO
11 paid holidays and December holiday closure
Annual In-Person Event
Company
Chartbeat
Chartbeat tools measure and monetize website visitors' attention and engagement on page content and advertising.
51-200 employees
H1B Sponsorship
Chartbeat has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (7)
2023 (3)
2022 (2)
2021 (3)
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$39.1MKey Investors
Bain Capital CreditNorth Atlantic CapitalHarmony Partners
2024-10-07Private Equity
2022-07-25Acquired
2018-07-25Series Unknown· $7M
Leadership Team
John Saroff
Chief Executive Officer
Brent McDonald
Chief Financial Officer
Recent News
2025-05-09
Company data provided by crunchbase