Vice President of Revenue Enablement and Operations
Indexed description
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
- We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
- We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
This leader is accountable not only for field sales enablement, but also for maximizing revenue across the entire customer lifecycle, including acquisition, expansion, retention, and cross-sell. The VP serves as the connective tissue across Sales, Marketing, Client Experience, Operations, Finance, IT, and Product to align strategy, execution, and measurement against enterprise revenue priorities.
Key Responsibilities:
Enterprise Revenue Strategy & Cross-Functional Collaboration
- Strategy Development: In partnership with Field Leadership, define and own Trucordia’s enterprise Revenue Enablement strategy, ensuring alignment across Sales, Client Management, Marketing, and Operations. Lead strategies focused on maximizing revenue across the full customer lifecycle.
- Stakeholder Alignment: Serve as a trusted advisor to executive leadership on revenue performance and operational effectiveness. Act as “connective tissue” across Sales, Marketing, L&D, Product and Platform teams to ensure alignment and consistent execution against pipeline and revenue goals.
- Performance Optimization: Own and mature the Revenue Operations function across Sales, Marketing, and Client Operations to lead revenue process optimization and go-to-market initiatives. Lead complex change initiatives tied to revenue growth.
- Performance Planning and Tracking: Establish capacity planning, pipeline management, forecasting, and performance management discipline. Continuously evaluate performance data to drive improvement including partnering with Finance and Analytics on revenue KPIs, dashboards, and reporting.
- Tool Implementation: Provide strategic oversight of CRM, enablement, and revenue technology platforms including Salesforce and AMS360.
- Operating Model Optimization: In partnership with VP Ops and L&D, help design and evolve Trucordia’s operating model and standard operating procedures.
- Enablement Strategy: Scale and evolve field enablement frameworks for Producers and Sales Leaders to ensure consistency while allowing platform-level flexibility.
- Enablement Content & Tools: In conjunction with L&D, operationalize a unified Producer journey by client segment. Own enterprise content, playbooks, and knowledge governance. Translate product and go-to-market priorities into field-ready tools.
- Producer campaigns: Build strategy, content and tools to allow producers to execute email marketing campaigns to drive new opportunities.
- Adoption: Drive adoption of tools and methodologies across platforms to drive revenue results.
- 12–15+ years of experience in Revenue Enablement, RevOps, Sales Operations or related roles.
- Proven experience building, scaling and/or leading enablement or RevOps teams.
- Strong cross-functional communicator with executive-level stakeholder management skills.
- Experience designing onboarding, training and large-scale enablement programs.
- Analytical mindset with the ability to use data to drive decisions and show ROI.
- Deep expertise in CRM, enablement platforms, and analytics.
- Experience in insurance, brokerage, or financial services preferred.
- Please see our company Benefits:
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
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