Revenue Operations Specialist

Bloom Equity Partners

Reports to: Operating Partner

Location: NYC preferred, US-based remote possible for exceptional candidates; occasional travel to portfolio company sites and sponsor offices

Classification: Full-time, exempt

Compensation Band: $140,000- $160,000 USD

About The Opportunity

This role sits at the intersection of the private equity sponsor and its portfolio companies, driving revenue operations rigor across a multi-company, multi-geography portfolio. The Revenue Operations Manager is responsible for standardizing how we measure, forecast, and accelerate revenue — building the dashboards, cadences, and analytical frameworks that give portfolio company leadership and the sponsor a consistent, trustworthy view of commercial performance.

The right person is equal parts analyst, systems operator, and commercial partner. They are comfortable moving between a CRO’s pipeline review, a CFO’s forecast call, and a board-level value creation discussion — and they know how to translate messy, inconsistent data into decisions.

What You’ll Own

• Dashboard and reporting standardization. Design and deploy a standard revenue operations reporting package across portfolio companies, including pipeline health, forecast accuracy, bookings and billings, ARR movement (new, expansion, contraction, churn), NRR and GRR, win rates, sales cycle, lead conversion, and rep productivity. Establish definitions, data contracts, and naming conventions so “pipeline coverage” means the same thing in every boardroom.
• Trend analytics and commercial insight. Move beyond reporting what happened to explaining why. Identify leading indicators of bookings risk, segment-level productivity gaps, pricing and discounting patterns, and deal aging dynamics. Build the analytical muscle that informs quarterly planning, pipeline reviews, and mid-cycle course corrections.
• Forecast governance. Partner with portfolio company sales and finance leadership to build forecast cadences that are defensible, repeatable, and accurate. Introduce commit/best case/pipeline discipline, track forecast-to-actual variance, and surface the risk-weighted view that sponsors and lenders expect.
• CRM architecture and hygiene. Serve as the connective tissue across a mixed HubSpot and Salesforce environment. Define minimum data standards, required fields, stage definitions, and sales process mapping. Lead CRM cleanup, object model simplification, and integration work with adjacent systems (billing, marketing automation, BI tools, CPQ where relevant).
• Go-to-market systems and process. Support territory design, quota setting, account segmentation, lead routing, and opportunity management workflows. Partner with sales leadership to codify the sales motion in the CRM rather than in tribal knowledge.
• Compensation and incentive analytics. Partner with HR and Finance on sales compensation plan design, modeling, and attainment reporting. Ensure plans are measurable in-system, that payout calculations are auditable, and that commission disputes are rare.
• Value creation and diligence readiness. Build the reporting infrastructure that supports sponsor value creation plans and prepares the company for lender reporting, add-on integration, and eventual sell-side diligence. Produce the commercial cuts that sell-side quality-of-earnings providers will ultimately ask for.
• Board and sponsor reporting. Own the commercial content of monthly and quarterly board materials — pipeline, bookings, retention, sales productivity — with narrative that explains movement rather than just reports it.
  
  

What You Bring

Required

• 4–6 years in revenue operations, sales operations, or commercial FP&A, with at least 2 years in a private equity–backed or otherwise sponsor-backed environment.
• Deep hands-on fluency in both HubSpot and Salesforce, including report and dashboard building, custom objects, flows/workflows, and data model design. You can build it yourself, not just brief an admin.
• Advanced Excel/Google Sheets skills and comfort working in at least one BI tool (Power BI, Looker, Tableau, or equivalent).
• A demonstrated track record of taking a company from inconsistent, manual revenue reporting to a standardized, automated package that leadership actually uses.
• Strong analytical foundation: forecast methodology, cohort analysis, retention math, pipeline statistics, sales productivity benchmarks.
• Experience supporting B2B SaaS or recurring-revenue businesses, including ARR mechanics, usage-based components, and multi-year contract dynamics.
• Comfort operating in ambiguity and across multiple entities simultaneously — the ability to context-switch between portfolio companies without losing precision.
  
  

Preferred

• Experience inside a PE operating team or across multiple portfolio companies simultaneously.
• Exposure to international operations (UK, EU, APAC) and the reporting complexity that comes with multi-entity, multi-currency businesses.
• Familiarity with CPQ, billing systems (Maxio, Chargebee, Zuora, or similar), and marketing automation platforms.
• Experience supporting M&A integration — harmonizing pipelines, sales processes, and CRM instances post-acquisition.
• Prior involvement in a sell-side process, including commercial diligence support.
  
  

What Success Looks Like in Year One

• A single, standardized revenue reporting package is live across portfolio companies, with agreed-upon definitions and automated refresh.
• Forecast accuracy variance is measurable, trending, and improving.
• CRM data quality scores (completeness, accuracy, stage discipline) are defined, measured monthly, and visibly improving.
• Board materials include a consistent commercial section that sponsors and lenders can rely on without reconciliation.
• Sales leadership across portfolio companies treats this role as a trusted partner rather than a reporting layer.
  
  

Who You’ll Work With

• The sponsor’s Operating Partner team and deal team
• Portfolio company CROs, VPs of Sales, CFOs, and Controllers
• Marketing, Customer Success, and Finance leaders at the portfolio level
• External partners including BI consultants, CRM implementation partners, and diligence providers
  
  

How We Work

We operate with the pace and accountability expected in a sponsor-backed environment. We value people who bring a point of view, who push back when the data warrants it, and who are comfortable delivering uncomfortable truths to leadership. We expect excellent written communication, strong meeting discipline, and a bias toward building reusable assets rather than one-off analyses.

This role is open across multiple portfolio companies and may be structured as a portfolio-company hire reporting into a Director of Operations, or as a sponsor-level hire within the Value Creation team. Final structure, title, and compensation will be confirmed based on candidate profile and deployment.

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