OnBoard · 8 hours ago
Revenue Operations Strategy Manager, AI & GTM Systems
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expOnBoard is a leading board management software provider serving over 5,000 organizations worldwide. The Revenue Operations Strategy Manager will design and document the architecture of the GoToMarket and Customer Journey technology stack, focusing on AI capabilities and ensuring accurate data across the revenue lifecycle.
CollaborationDocument ManagementMeeting SoftwareSoftware
Responsibilities
Maintain a comprehensive blueprint of the GTM and customer journey tech stack, including systems, integrations, workflows, and AI touchpoints
Document current and target state architectures across CRM/CPQ/ERP, engagement, enrichment/intent, routing, and customer success platforms
Define RACI, data object ownership, ID standards, and integration patterns across GTM systems
Partner with RevOps, Analytics/BI, and Finance to define core metrics, systems of record, and end-to-end data lineage
Identify gaps and inconsistencies; recommend fixes across process, field design, tooling, and SLAs
Establish governance standards including naming conventions, lifecycle definitions, enrichment rules, QA tests, and change management protocols
Catalog all current AI use cases across GTM (e.g., 6sense, Clay, ChatGPT/Copilot, Gong, ChurnZero, LeanData)
Partner with GTM leaders to prioritize and design AI powered workflows that improve conversion, productivity, and customer health (e.g., AI assisted prospecting, next best action, health/risk signals)
Ensure AI tools integrate into core systems in ways that are auditable, explainable, and tied to measurable KPIs
Translate business requirements into solution designs, data contracts, and integration specs for Salesforce, NetSuite, Outreach, ChurnZero, and other platforms
Provide architecture and quality oversight for integration and automation initiatives (lead lifecycle, quote flows, billing, renewals, customer health)
Evaluate new tools and changes for architectural fit, data integrity, and alignment with the RevOps roadmap
Ensure the GTM data model supports ARR waterfall, funnel conversion, pipeline quality, product usage, churn/expansion, and other core dashboards
Partner with the GTM Systems Team to guarantee upstream configurations enable trusted, consistent 'single source of truth' reporting
Support creation of self-service views and documentation so GTM teams can understand and interpret metrics
Advise Marketing, SDR, Sales, Partnerships, Customer Success, Product, and Finance leaders on optimal use of the GTM and AI stack
Lead discovery, requirements, and tradeoff discussions to design scalable, AI aware solutions
Drive change-management initiatives, including stakeholder alignment, rollout plans, training, and documentation
Qualification
Required
8+ years in Revenue Operations, Sales Operations, GTM Strategy, or AI/ML workflow design in B2B SaaS
Proven experience designing or overseeing GTM architecture across platforms such as Salesforce CPQ, NetSuite, Gong, ChurnZero, and engagement/data providers (Outreach, ZoomInfo, 6sense, Clay, Qualified, LeanData)
Hands-on familiarity with AI in GTM (LLMs, copilots, conversational intelligence, predictive scoring, enrichment, intent)
Strong analytical and problem solving ability; skilled at connecting process, data architecture, and reporting requirements into coherent solutions
Excellent communicator with ability to translate complex system and AI concepts for executives and nontechnical audiences
Demonstrated success driving alignment and delivering multi-stakeholder projects on time
High attention to detail, structured documentation habits, and comfort operating in fast-changing environments
Preferred
Bachelor's degree in business, Information Systems, Engineering, Data/Analytics, or related field preferred
Benefits
Company provided equipment (laptop, software, etc.)
Employment with a growing, casual, fun, philanthropic minded company
Employer paid extended health benefits, including health spending account (CAN based employees)
Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.
An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.
Medical Flexible Spending Accounts available.
Dependent Care Flexible Spending Accounts available.
Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).
Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.
401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%.
Paid Time Off (PTO)/Holiday
Company
OnBoard
OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings.
201-500 employees
H1B Sponsorship
OnBoard 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
2024 (1)
2023 (1)
2022 (1)
2020 (3)
Funding
Current Stage
Growth StageTotal Funding
$105MKey Investors
JMI EquityFive Elms CapitalSaratoga Partners
2021-07-07Private Equity· $100M
2018-09-17Private Equity· $5M
2018-07-05Private Equity
Leadership Team
Marc Huffman
Chief Executive Officer
Paroon Chadha
Co-founder and CEO
Recent News
Seattle TechFlash
2025-08-13
Company data provided by crunchbase