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Revenue Operations Lead (Remote)

Company Description

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most.

We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Forbes Advisor boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Forbes Advisor’s global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel.

Job Description

Forbes Advisor is hiring!  We are seeking a Revenue Operations Lead to join our busy revenue operations team.  Our team is spread across the globe with members in USA, UK, and India –and is part of the wider data department of data engineers, BI analysts, and insights analysts.  Each team member specialises in a business vertical including financial services, insurance, health, and others.  We are looking for candidates with a strong background working with revenue data, a passion for data-driven decision-making, and the ability to translate complex data into actionable commercial insights for our business development team. 

Role Purpose 

You will become the revenue expert for your vertical.  Primarily focussed on supporting the business development team, you will liaise very closely with colleagues from the data engineering, BI, and SEM teams.  You will have responsibility to oversee onboarding of all new partner relationships and ensure ingestion of data is timely, accurate, and sustainable.  You will also be responsible to monitor critical KPIs for your vertical and support any necessary investigations as issues arise.  Most importantly, you will provide the vertical business users with revenue analysis and recommendations for optimisation. 

Responsibilities 

  • Provide expertise to any colleague with questions about revenue performance or ingestions, including the support of bugs and incidents 

  • Agree revenue prioritisation with the vertical general manager 

  • Manage new partner onboarding internally and hold calls with Partners to gather technical requirements for revenue data ingestions via the most secure method available 

  • Translate technical requirements for business users (and vice versa)  

  • Validate data ingestions before data is released into reporting for business stakeholder consumption, and reviewing data as part of month end processes to ensure completeness and accuracy 

  • Set up critical tracking parameters in collaboration with the onsite monetisation team 

  • Monitor revenue performance and raising any issues with correct technical teams 

  • Produce analyses to understand partner and advertiser revenue performance to identify optimisation opportunities as well as vertical health KPIs including TID coverage, ingestion rates, and onboarding status 

  • Help benchmark partners and provide support to business development teams when assessing potential new partners 

  • Support marketing team with campaigns that can be heavily impacted by specific revenue partners 

About You 

  • You are passionate about using data to drive revenue.   

  • You have very strong analytical, problem-solving, and communication skills. 

  • You’re comfortable meeting with internal and external stakeholders as a representative of your team or your company.   

  • You like working with technical and non-technical stakeholders to get measurable improvements in performance.   

  • Ideally, you have experience working in the affiliate industry, either as a publisher or advertiser and have used affiliate platforms, e.g. Commission Junction, Rakuten, etc.  It is an advantage if you have experience setting up programs and tracking performance in these platforms. 

  • You are comfortable driving change forwards and taking responsibility for meeting deadlines.   

  • Ideally, you can interrogate datasets with SQL, and you’ve got some experience presenting data stories back to business stakeholders using visualisation tools. 

  • You are familiar with SFTP and API as data ingestion methods. 

Short-term Objectives 

These short-term objectives will be set for the first 3 months working at Forbes Marketplace and are designed to set you up for success in the longer-term: 

  • Demonstrate understanding of the revenue data pipeline from ingestion to reporting to stakeholder decision-making 

  • Establish a good working relationship with data engineering and BIOPs team peers, and with key business stakeholders from the business development team 

  • Achieve an onboarding completion-within-90-days rate of at least 80% 

 

Interview Process 

There will be a 2-stage interview process.  The first stage will be with the Head of Revenue Operations and involve a spreadsheet exercise (covering basic formulae, lookups, and pivot tables) to demonstrate your key data skills.  The second stage will be an opportunity to meet with a business stakeholder and the VP Data & Analytics. 

 

Additional Information

Forbes Marketplace provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

#LI-REMOTE #LI-NM1

Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Revenue Operations Lead (Remote), Forbes Advisor

At Forbes Advisor, we're on a mission to empower our readers with the knowledge they need to navigate their financial journeys confidently. We're excited to announce that we're looking for a Revenue Operations Lead to join our vibrant team. This is a fantastic opportunity for a highly analytical individual who’s passionate about leveraging data to drive revenue growth. As part of our global revenue operations team, you'll play a crucial role in supporting business development, overseeing key partnerships, and ensuring smooth data ingestion for our diverse portfolio. You’ll collaborate closely with talented colleagues across the USA, UK, and India, making an impact in various industries including financial services and health. In this role, you’ll not only be the revenue expert for your vertical but will also have the opportunity to translate complex data into actionable insights that can optimize performance. If you have strong analytical skills, enjoy engaging with both technical and non-technical stakeholders, and love transforming revenue data into strategies that drive success, this role at Forbes Advisor could be a perfect match for you. Let’s make it happen together!

Frequently Asked Questions (FAQs) for Revenue Operations Lead (Remote) Role at Forbes Advisor
What are the responsibilities of the Revenue Operations Lead at Forbes Advisor?

The Revenue Operations Lead at Forbes Advisor is responsible for providing expertise on revenue performance, managing new partner onboarding, and validating data ingestions. You will also monitor critical KPIs, produce analyses for revenue performance, and support business development teams in assessing potential partnerships.

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What qualifications are needed for the Revenue Operations Lead position at Forbes Advisor?

Candidates for the Revenue Operations Lead role at Forbes Advisor should have strong analytical and problem-solving skills, experience in the affiliate industry, and proficiency with data tools like SQL and visualization software. Excellent communication skills are essential for collaborating with both technical and non-technical stakeholders.

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How does the Revenue Operations Lead contribute to partnership management at Forbes Advisor?

The Revenue Operations Lead at Forbes Advisor plays a crucial role in the management of partnerships by overseeing the onboarding of new partners, ensuring timely and accurate data ingestion, and producing revenue analyses to drive collaboration and optimization with business development teams.

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What is the interview process for the Revenue Operations Lead at Forbes Advisor?

The interview process for the Revenue Operations Lead position at Forbes Advisor consists of two stages. Initially, candidates will engage in a spreadsheet exercise with the Head of Revenue Operations. The second stage involves a meeting with a business stakeholder and the VP of Data & Analytics for further evaluation.

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What is the importance of data analysis in the Revenue Operations Lead role at Forbes Advisor?

Data analysis is fundamental for the Revenue Operations Lead at Forbes Advisor as it facilitates informed decision-making, identifies optimization opportunities, and enables effective communication of revenue performance insights to stakeholders. This analysis directly supports the business development team's efforts.

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Common Interview Questions for Revenue Operations Lead (Remote)
How do you prioritize data projects as a Revenue Operations Lead?

When prioritizing data projects, it’s crucial to assess impact and urgency. Start by understanding business priorities and align your projects accordingly. Engage with stakeholders to clarify their needs and use metrics-based analysis to gauge potential ROI.

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Can you explain your experience with data ingestion methods?

In my previous roles, I have worked extensively with methods such as SFTP and APIs for data ingestion. I prioritize security and accuracy during this process, ensuring that data is clean and properly formatted before it's used for reporting.

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What metrics do you consider critical for monitoring revenue performance?

Key metrics to monitor include TID coverage, ingestion rates, partner revenue performance, and onboarding statuses. These KPIs provide insights into the health and efficiency of revenue operations and can identify areas for optimization.

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How do you handle discrepancies in revenue data?

In handling discrepancies, I first conduct a thorough investigation to identify the root cause. I collaborate with technical teams to rectify the issue and communicate findings with stakeholders to ensure transparency and satisfactory resolution.

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Describe how you communicate complex data insights to non-technical stakeholders.

I utilize visualization tools to present data in an accessible format, focusing on key takeaways. I tailor my communication style to the audience, using simplified language and relatable examples to ensure clarity and comprehension.

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What strategies do you employ to improve partner onboarding success rates?

To improve onboarding rates, it’s essential to streamline communication with partners, clearly outline the technical requirements, and provide timely support throughout the process. Frequent follow-ups and a structured onboarding checklist can drive efficiency.

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How do you stay current with industry trends relevant to your revenue operations role?

I stay informed by subscribing to industry publications, attending webinars, and networking with peers in the affiliate marketing and revenue operations space. Continuous learning helps me adapt to emerging trends and technologies.

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What tools and software do you prefer for revenue analysis?

I prefer using SQL for data querying, along with tools like Excel for data manipulation. For visualization of insights, I utilize platforms like Tableau or Power BI, as they allow for dynamic reporting and presentation of data stories.

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How do you approach risk assessment related to revenue operations?

I begin by conducting a thorough analysis of potential risks, focusing on data security, partner reliability, and revenue fluctuations. Collaborating with the relevant teams enables us to develop strategies to mitigate these risks proactively.

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Can you share an example of a successful optimization you've achieved in a previous role?

In a past position, I streamlined the data onboarding process which reduced the time taken to 80%, boosting partner satisfaction. I implemented new tracking parameters that improved revenue reporting and ultimately elevated performance metrics across the board.

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Full-time, remote
DATE POSTED
March 27, 2025

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