Quick overview
Job description
The Director of Revenue Process & Technology leads the standardization, automation, and technology strategy that powers Lessen’s go-to-market engine. This role owns the design and enforcement of consistent processes across sales, marketing, and account management; drives the roadmap for Lessen’s GTM technology stack, anchored by Salesforce; and leads the adoption and utilization of AI and automation to make the entire sales cycle faster, more predictable, and more scalable.
What You'll Do:
- Define, document, and enforce standardized sales processes, lifecycle stages, and definitions across Sales, Marketing, and Customer Success so every function operates from the same playbook
- Identify friction points across the funnel from lead generation through opportunity development, close, expansion, and renewal, and redesign of workflows to remove manual, redundant, or inconsistent steps
- Establish data quality, field-level, and process-adherence standards, and implement governance to maintain data integrity as the organization scales
- Deliver an end-state suite of reporting and analysis for revenue productivity measures
- Own the strategy and roadmap for Lessen’s revenue technology stack, with Salesforce CRM as the system of record for sales, marketing, and customer success
- Partner with ProdTech, the RevOps Team, Sales and Marketing on architecture, data model, automation (Flows), and integrations between Salesforce and adjacent revenue systems (marketing automation, CPQ, forecasting, and reporting tools)
- Lead evaluation, selection, and deployment of supporting GTM technologies, including low/no-code platforms, to extend Salesforce’s capabilities without adding unnecessary complexity
- Lead the organization’s Master Data Management (MDM) and data governance strategy across the GTM sales systems
- Drive user adoption of the technology stack through training, enablement, and change management. Act as the escalation point for system usability and performance issues
- Lead Lessen’s GTM evolution toward an AI-enabled operating model, embedding intelligence across the revenue lifecycle, including forecasting, pipeline management, account expansion, and renewals
- Identify and prioritize opportunities to apply AI and automation to reduce manual work across the platform, from lead routing and lead scoring to next-best-action recommendations for sellers.
- Partner with IT/Data teams to evaluate and deploy AI-enabled tools (agentic workflows, predictive insights, revenue intelligence) that are practical, secure, and genuinely improve seller productivity — not adoption for its own sake
- Stay current on emerging AI and automation capabilities in the RevOps/GTM technology space and translate them into a realistic, sequenced roadmap for the organization
Process Standardization
GTM Sales Technology
Artificial Intelligence & Automation
What You'll Need:
- Bachelor’s degree in Business, Information Systems, Finance, Economics, or a related field
- Demonstrated success in designing, standardizing, and scaling GTM processes across sales, marketing, and customer success
- Deep, hands-on expertise with Salesforce CRM — architecture, automation, reporting, and data governance — with proven experience managing a broader revenue technology stack
- Technical experience applying AI and automation (including AI agents and low/no-code platforms) to revenue operations, and managing data at scale in common front-office technology environments
- Strong written and verbal communication skills, with experience transforming complex analysis into clear, actionable insights for senior leadership
- MBA or other advanced degree preferred
- Experience in SaaS, technology, or facility management and real estate-focused industries
- Strong background in change management, project management
- Experience in a matrixed, multi-service or multi-product B2B environment is a plus
Preferred Qualifications
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