Director of Revenue Operations

AgencyBloc is a leading SaaS company specializing in providing innovative software solutions tailored specifically for the insurance industry. With a focus on serving the benefits and senior market space, AgencyBloc stands as the number one recommended insurance industry growth platform. The company is dedicated to empowering independent insurance agencies, General Agencies (GAs), IMO/FMOs, call centers, and carriers by delivering a comprehensive suite of solutions designed to support both operational and growth needs. AgencyBloc prides itself on fostering a client-centric culture that values exceptional customer service, collaboration, professionalism, and continuous learning and growth. Operating remotely and committed to a positive team environment, AgencyBloc's core values emphasize autonomy, success, and a human-centered approach.

The Director of Revenue Operations at AgencyBloc is a senior leadership role pivotal to the company’s go-to-market strategy and growth. This full-time, remote position reports directly to the VP of Data and Business Operations and requires a unique blend of strategy, technology expertise, and operational leadership, particularly with AI-enabled growth functions. The director will oversee the systems, processes, data infrastructure, and teams that drive the performance and effectiveness of the sales, marketing, and customer success functions. The role demands an innovative builder and strategist who can design AI-augmented revenue operations, translate complex data insights into strategic decisions, and develop a high-performing team that proactively supports business objectives.

In this capacity, the Director of Revenue Operations will lead the integration and adoption of AI-powered tools for predictive forecasting, deal scoring, and automated insight generation. They will create and maintain a robust data infrastructure that seamlessly integrates CRM, ERP, product telemetry, and customer success data to produce reliable, real-time revenue intelligence. The role also involves partnering with go-to-market leadership to optimize revenue processes across the entire customer lifecycle, driving efficiency through automation and AI while ensuring scalability as the company grows.

Managing the entire revenue operations technology stack is a critical component, encompassing CRM platforms, marketing automation, customer success systems, ERP, and data enrichment tools. The Director will evaluate new technologies, ensure seamless integration and data flow, and uphold governance standards for data quality and platform adoption. Leadership responsibilities include building and developing a skilled Revenue Operations team, setting clear objectives and key results (OKRs), fostering a culture of analytical rigor and proactive insight delivery, and maintaining strong executive communication.

This role offers the opportunity to serve as a trusted advisor to senior leadership, providing data-backed recommendations and strategic alignment across sales, marketing, and customer success teams. Success in this position is measured by improved revenue visibility, the seamless embedding of AI tools, proactive team performance, shared accountability among business units, and a clean, well-integrated tech stack that evolves with the business. The ideal candidate will have over five years of leadership experience in Revenue Operations within SaaS companies, deep expertise in relevant technologies, and a proven track record of driving growth and operational excellence in complex, revenue-driven environments.