Revenue Operations Lead

Hello! 

Thanks for checking out our job posting for the role of Revenue Operations Lead at PerchPeek. You’ve already taken a tiny step towards being a part of our team—huzzah! We know that taking your next career step is as exciting as it can be exhausting. So, with that in mind, we’ve tried to keep our description simple and cliché-free to help you decide if PerchPeek and this role are a good match for you.

Note: this role is open exclusively to candidates based in the United Kingdom, within countries in the Central European Standard Time Zone, or within the Eastern Standard Time Zone in the United States or Canada. Due to the needs of this role and our ways of collaborating, applications from other locations will not be considered. We appreciate your understanding and interest.

What is PerchPeek?

At PerchPeek we dream of a borderless world where people have the freedom to live and work where they please. Where ideas and resources flow where they’re most needed unrestricted by national borders. We strive to create a world of opportunity for everyone, anywhere – one move at a time.

We’re building a streamlined Mobility ecosystem to empower businesses and individuals to move anywhere in the world. We support employers and employees through every stage of the relocation process, providing an affordable, scalable, high-value service, powered by technology and relocation expertise.

Have you ever relocated? If so, you probably know how overwhelming it can be—immigration hoops, tax implications, housing, shipping, utilities, banking…the list goes on. No matter where in the world you go, relocating is complicated, time-intensive, and stressful. PerchPeek was conceived to change that.

For relocators, our goal is to guide them through every step of their move with a delightful mix of tech, coaching, content, and partnerships which work together to make relocating simpler, faster, and more fun. That’s why we have the industry’s highest-rated relocator experience and over over 500 5-Star reviews on TrustPilot.

For employers, we streamline the entire process of supporting international Mobility into one easy-to-use platform, turning Mobility into a strategic advantage for thriving globally. That’s why we’re the Mobility partner of choice for best-in-class companies in Finance, Retail, and Tech.

Now you know why we’re so passionate about what we do!

The Role

The Revenue Operations Lead will be a key player in driving efficiency and growth. You'll be instrumental in scaling revenue operations, redesigning and automating workflows across our key systems including PerchPeek’s proprietary platform ecosystem and our CRM (Hubspot). You'll also own sales pipeline reporting and revenue analytics, building robust dashboards that provide Go-to-Market leadership with the insights needed to improve forecasting and deal prioritisation. Additionally, you'll drive Go-to-Market enablement by integrating and automating tools and building scalable processes, such as the CPQ process.

This is a highly collaborative position where you'll proactively own relationships across departments and with executive leadership, including the CEO and COO, to ensure operational excellence and make a lasting impact on our growth story. The ideal candidate has a strong technical background in revenue and/or sales operations, and a proven track record of designing and implementing scalable processes, using data to drive decisions, and is capable of owning multiple initiatives and demands simultaneously while maintaining energy and enthusiasm for raising the bar.

Responsibilities

Whilst every role in a startup has a degree of flexibility over time, here is what we see as the role’s main responsibilities:

Scaling Revenue & Finance Operations

• Redesign workflows and integrations across our CRM (HubSpot), accounting platform and PerchPeek platforms for automation, accuracy, and scalability in partnership with Finance and Product teams
• Lead re-design and integration of invoicing, pass-through cost management, and revenue recognition tools

Sales Pipeline Reporting & Revenue Analytics

• Establish robust reporting dashboards in HubSpot and downstream systems, providing visibility into pipeline health, conversion rates and quota attainment
• Partner with GTM leadership to deliver insights that improve forecasting accuracy and deal prioritisation
• Build scalable frameworks for data hygiene and process compliance

Go-to-Market Enablement & Automations

• Integrate the information flow between GTM team tooling (HubSpot, Fathom, Dock, etc.)
• Develop automated mechanisms for lead management and pipeline optimisation
• Own the implementation and future iterations of a scalable CPQ process that reduces manual work, increases consistency and governs discounting
• Ensure CPQ integrates cleanly with CRM and downstream finance systems

Client Cost & Profitability Analysis

• Support the GTM team with assessing client profitability on a per account basis, developing and providing regular reporting
• Collaborate with GTM, Finance and Operations teams to develop and optimise pricing strategies and frameworks

Requirements

The type of person we think will be awesome at this will likely have the following range of qualities and experience:

• 5-8 years of experience in Revenue Operations, Sales Operations, or Finance Operations
• Experience working with Finance and Product teams and their tooling
• Fluency in HubSpot and its capabilities (additional CRM experience is always a plus!) including complex custom set ups and integration builds from scratch
• Proven track record of implementing CPQ tools and building sales pipeline reporting in HubSpot 
• Very strong analytical skills; able to design scalable reporting and provide actionable insights
• Demonstrated ability to simplify complexity, automate processes, and deliver cross-functional projects, including project management of end-to-end tool implementations
• Experience working with a highly complex and/or customisable pricing model and structure

Whilst not required, we think the below qualities and experience will contribute to success in this role:

• Experience in global SaaS/tech-enabled service businesses
• Evidence of being the “first RevOps hire” or working autonomously and owning decisions in a scaling business
• Familiarity with BI / analytics tools
• Experience delivering training & change management across internal and external stakeholders

Pay & Benefits

Salary

PerchPeek values transparency in our approach to global compensation. We aim to be holistic, fair, and always improving. We are data-led and regularly evaluate our salary ranges against other companies of a similar size and stage. Total compensation packages are based on a wide array of factors unique to each candidate, including but not limited to demonstrated skill set, years and depth of relevant experience, and location. In your first interview, we’ll have an open conversation about compensation.

The PerchPerks

• Company share options - be a business owner and have your very own little piece of PerchPeek. 
• Flexible Holiday and Leave - you’ll receive all statutory holiday plus wellbeing leave and flexible, uncapped time off for you to rest, relax, or recharge as you see fit.
• Work from Anywhere - PerchPeek is a fully distributed company that supports employees in working wherever they’d like to be within the parameters of your role’s requirements. We offer an allowance to ensure your working environment suits you.
• Learning & Development Budget - so you can be proactive about learning something fun outside of your core role
• Regular socials and Meetups Budget - so you can spend time turning colleagues into friends (corny but we don’t care).
• Annual Onsite - we all take flight once a year and gather the flock together somewhere cracking to spark new ideas, connections and memories! In the past we’ve traveled to Tenerife, Barcelona, and Marrakesh.

Ready to be a Perchy?

Firstly, no need for a full cover letter (phew)! Please just share your resume and respond to the application questions. If we seem well-matched, you’ll be invited for an initial screening with one of the PerchPeek team where we’ll align on timeline, compensation, and get to know each other a bit better!

Then, we'll run an interview process with different members of our team: 

• Stages 1 and 2 will deep-dive on skills, experience, and culture alignment. 
• Stage 3 will include a “take-home” task and a final roundtable interview. 

All interviews will take place via video call. We aim to respond to all applications within 3 weeks.

We hope you’re as excited to apply as we are to hear from you!

Note: Studies show that women and people of colour are less likely to apply for jobs unless they believe they meet every single one of the qualifications as described in a job description. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your gender, race, religion, age, sexual orientation, marital status or disability - we want to hear from you! We would strongly encourage you to apply, even if you don't believe you meet every one of the qualifications described.