Revenue Operations at PowerPlan is a small, high-ownership team that supports the full commercial organization—Sales, Customer Success, and Marketing. This role sits at the center of that work: owning the analytics, data infrastructure, and operational processes that keep the revenue engine running across all three functions. The initial focus will be in Customer Success, where the team has the most immediate need, but the scope of this role is intentionally broader. You will build the systems, reporting, and governance that enable leadership across the business to make confident, data-driven decisions. This is an opportunity to grow alongside a RevOps function that is actively maturing—and to help shape what it becomes.
COMPANY
PowerPlan provides enterprise financial software solutions that help organizations manage complex accounting, tax, and asset management challenges. We serve leading companies across regulated industries, delivering tools that improve compliance, forecasting, and operational efficiency. Our culture values collaboration, innovation, and continuous improvement—making PowerPlan an exciting place to grow your career while driving measurable impact.
KEY PERFORMANCE OBJECTIVES (First 12 Months)
1. Establish Customer Data Integrity Across Commercial Systems (First 90 Days)
Outcome: Any stakeholder—CS, Sales, or Finance—can open a Salesforce account record and see a complete, accurate picture: ARR, renewal date, pipeline stage, health indicators, and ownership. Within the first 90 days, this role has assessed the current state of account data in Salesforce, identified gaps, and driven the work needed to make that view complete and reliable.
Impact: A single source of truth in Salesforce eliminates the lag, version risk, and manual effort of maintaining a parallel spreadsheet. When ARR, renewals, and account health live in one place, every team is working from the same data—and every report, forecast, and executive conversation is built on a foundation that can be trusted.
How: Audit existing account data across source systems, identify gaps, and work cross-functionally to get ARR and renewal pipeline accurately reflected in Salesforce. Define governance standards that keep records current. Document what you build so the account view is durable and maintainable by the team.
2. Build and Operationalize Priority Reporting Across Commercial Functions (First 120 Days)
Outcome: A core set of CS-facing reports and dashboards are live in Salesforce and Clari, actively used by CS leadership, and refreshing on a defined cadence—including renewal pipeline views, churn and NRR/GRR reporting, at-risk account dashboards, and a r