Revenue Operations Lead

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

SUMMARY

Responsible for designing, optimizing, and scaling the division's revenue engine. This role provides strategic and operational leadership across Marketing, Sales, Finance, Carrier Relations, and Client Services to drive alignment, accountability, and measurable revenue outcomes across the full client lifecycle. This position owns the end-to-end revenue operations framework, from demand generation through sales execution, client retention, and expansion, ensuring consistent processes, accurate forecasting, and data-driven decision-making. This role plays a critical part in improving pipeline integrity, lifecycle governance, and revenue visibility, while translating go-to-market activity into actionable insights that accelerate growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Owns and evolves the end-to-end revenue operations strategy across all practice groups in the division, including the lifecycle design/revenue funnel (Lead MQL SQL Client Engagement Renewal/Expansion).

Identifies and implements processes to reduce revenue leakage and improve conversion performance throughout the funnel.

Standardizes lifecycle stage definitions, qualification criteria, and service level agreements (SLAs) across consulting and brokerage teams.

Leads cross-functional alignment across Marketing, Sales, Finance, Carrier Relations, and Client Services to ensure a unified and measurable revenue strategy.

Establishes revenue operations ownership for connecting marketing initiatives (demand generation, thought leadership, content engagement) to revenue performance metrics.

Partners with Marketing to ensure tracking, attribution, and CRM integration accurately reflect contribution to pipeline growth and deal progression.

Develops and maintains dashboards and reporting frameworks that demonstrate campaign performance, engagement impact, and revenue contribution.

Supports sales teams through CRM configuration, pipeline hygiene, and process optimization to improve forecasting accuracy.

Provides analytics and reporting on key performance indicators, including opportunity velocity, win rates, source effectiveness, and conversion metrics.

Partners with Sales leadership to enhance forecasting methodologies, pipeline management, quote responsiveness, and activity tracking.

Collaborates with Client Services to operationalize renewal management and account expansion strategies within the revenue model.

Works with Carrier Relations to incorporate carrier performance, persistency, and growth metrics into revenue planning and reporting.

Ensures visibility into retention performance, long-term revenue trends, and revenue health.

Ensures visibility into CRM and related systems to maintain data accuracy and governance across sales and service activities.

Oversees integration between CRM, marketing automation platforms, analytics tools, and service delivery systems.

Develops and maintains key performance indicators (KPIs), including pipeline velocity, win rates, conversion rates, source attribution, and customer lifecycle metrics.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS
EDUCATION/EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

Master's Degree or equivalent combination of education and experience

Eight (8) or more years experience in Revenue Operations, Sales Operations, or related go-to-market operational leadership roles

Experience within professional services, consulting, or insurance brokerage environments

Demonstrated experience configuring and managing CRM platforms (Salesforce preferred)

SKILLS

Strong analytical and problem-solving capabilities

Deep understanding of pipeline management, forecasting methodologies, and lifecycle governance

Experience building executive dashboards and reporting frameworks

Understanding of system integrations and data base structures

Proficient in use of business intelligence tools including SQL, Data Modelling, Power Query, and Power BI data visualizations

Knowledge of marketing attribution models and revenue analytics

Strong written and verbal communication skills

Ability to influence and collaborate across senior leadership and cross-functional teams

High level of organization, attention to detail, and accountability

#LI-AQ1

#LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.