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Operations
Revenue operations
Business operations for revenue: the sales and marketing systems, data, forecasts and process.
Workflows for this work
The job in 5 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.
Revenue operations129 skill packs · 25 MCP serversEach part is a workflow. The number beside it is how many tools help with it
1Run the revenue tools
Run the CRM and the tools around it.
2Design the revenue process
Define stages, handoffs, routing and quotas from first touch to renewal.
3Keep revenue data clean
Fix bad records and agree what each number means.
4Forecast and report
Forecast revenue and show where the funnel leaks.
5Enable the teams
Train sellers on process and tools and plan capacity with leaders.
Sources for this tree, 5
- Occupational dataSales Managers (11-2022.00)O*NET OnLine, U.S. Department of Labor
- Occupational dataBusiness Intelligence Analysts (15-2051.01), summary report: tasks and detailed work activitiesO*NET OnLine, U.S. Department of Labor
- PractitionerWhat is revenue operations (RevOps)?Revenue Operations Alliance
- VendorRevOps 101: The Guide to Revenue OperationsSalesloft
- PractitionerThe Modern Sales Funnel | The BowtieWinning by Design
O*NET occupations consulted: 11-2022.00, 15-2051.01. Read on 2026-10-04.
Everything suggested for this role
Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.
Skill packs270
MCP servers17
Plugins and agents7
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