What are the responsibilities and job description for the Director | Revenue Operations position at CBIZ?
Job Description
The Director of Revenue Operations will play a key role in standing up and executing the firm’s Revenue Center of Excellence (CoE). This role focuses on managing pricing and margin analytics, identifying revenue growth opportunities, and managing a cross functional team responsible for delivering actionable insights. The Director will partner closely with the Financial Services regional and operational leadership, Business Intelligence & Data Insights and Marketing to ensure pricing strategies and revenue initiatives are effectively implemented and adopted.
Essential Functions And Primary Duties
Minimum Qualifications
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
The Director of Revenue Operations will play a key role in standing up and executing the firm’s Revenue Center of Excellence (CoE). This role focuses on managing pricing and margin analytics, identifying revenue growth opportunities, and managing a cross functional team responsible for delivering actionable insights. The Director will partner closely with the Financial Services regional and operational leadership, Business Intelligence & Data Insights and Marketing to ensure pricing strategies and revenue initiatives are effectively implemented and adopted.
Essential Functions And Primary Duties
- Manage day-to-day execution of pricing, margin, and revenue optimization analyses.
- Develop and implement pricing strategies and frameworks.
- Lead analyses related to pricing performance, margin trends, market positioning, and competitor benchmarking.
- Identify cross-sell and share-of-wallet opportunities(“SoW”) using client and engagement data to drive attainment of revenue growth targets
- Manage team members responsible for pricing and revenue analytics.
- Partner with Business Intelligence & Data Insights teams to define reporting requirements and support dashboard development.
- Ensure consistent application of pricing policies and accurate execution across the Financial Services teams.
- Support training and enablement efforts to improve pricing and revenue decision-making across the organization.
- Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related field.
- 8 years of experience in pricing analytics, financial analysis, or project profitability, preferably in professional services.
- 6 years of people management or team leadership experience.
- Advanced proficiency in Excel, including complex formulas, financial modeling, and data analysis; experience with SQL, Power BI, or other analytics tools preferred.
- Experience working with large data sets and translating analysis into business recommendations.
- Strong communication skills and ability to collaborate across functions.
- Self-starter comfortable operating in a growing, evolving function.
- Willingness and ability to travel up to 10%, as required.
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.