Learn the fundamentals of finance to help you be a better revenue operator.
Over the course of 5 modules, you'll learn:
Dive into the core of business financial analysis by understanding Unit Economics. Learn how to calculate Customer Acquisition Cost (CAC), Cost per Lead, Cost per Opportunity, and Net Recurring Revenue. These metrics are crucial for evaluating the profitability and sustainability of business operations.
Explore how to design effective incentive structures and compensation plans that align with your business goals. This module will provide tools and strategies to motivate teams and optimize sales and operational performance.
Focus on the initial stage of customer awareness and interaction. We'll walk through UTMs, lead scoring (MQLs), and channel optimization.
Gain insights into converting meetings to opportunities to wins. We will go over segmentation, win rates, average sales price, and sales cycles. We will also discuss headcount / sales capacity management.
Understand the critical aspects of customer retention and expansion. Learn how to implement effective strategies for renewals and upselling, which are key to maximizing lifetime value and sustaining long-term revenue growth.
"I highly recommend this course! I've recently been promoted to RevOps Manager and being part of this course boosts my confidence in serving my org and growing my team as an effective RevOps leader."
Unit Economics
Dive into the core of business financial analysis by understanding Unit Economics. Learn how to calculate Customer Acquisition Cost (CAC), Cost per Lead, Cost per Opportunity, and Net Recurring Revenue. These metrics are crucial for evaluating the profitability and sustainability of business operations.
Modeling Incentives and Compensation
Explore how to design effective incentive structures and compensation plans that align with your business goals. This module will provide tools and strategies to motivate teams and optimize sales and operational performance.
Revenue Operating Model: Top of Funnel
Focus on the initial stage of customer awareness and interaction. We'll walk through UTMs, lead scoring (MQLs), and channel optimization.
Revenue Operating Model: Middle of Funnel
Gain insights into converting meetings to opportunities to wins. We will go over segmentation, win rates, average sales price, and sales cycles. We will also discuss headcount / sales capacity management.
Revenue Operating Model: Renewals and Expansion
Understand the critical aspects of customer retention and expansion. Learn how to implement effective strategies for renewals and upselling, which are key to maximizing lifetime value and sustaining long-term revenue growth.
✔️ lifetime access to course portal and all course content
✔️ Optional, recurring office hours with your instructor happening every 1 - 2 weeks
✔️ Private Slack channel with other students and the instructor in the RevOps Co-op workspace
✔️ Access to a private, vetted peer network of other RevOps leaders, rising and current
Who is this course for?
The Finance for RevOps course is for current RevOps professionals between the roles of individual practitioner to Director level that do not have a background in finance, but want to level up their finance skills to be a well-rounded revenue operator. You do not need to have any prior finance experience to be a good fit for this course.
What is the time commitment?
Students can expect to spend between 2-5 hours per module between course content, office hours, peer group sessions, and independent study. This course is a live-cohort based course, but all sessions will be recorded and immediately be made available to all students, so it's okay if you can't make it to all of the live lectures.
What if the schedule doesn't work for me?
Live lectures for this course will occur every two weeks. We understand that you're a busy professional, so it's okay if you can't make it to all of the live sessions. They will all be recorded and put in the course portal immediately, so you'll be able to access all of the recordings. Office hours will be available with the instructor based on availability, but timing for these are flexible and they will be recurring.
How many people will be in class with me?
We typically limit each live cohort to 10 - 15 students.
Why does it cost money?
Tuition is set at a level that allows our staff and instructor to offer the best possible training. We believe our graduates will be well-equipped to implement their learnings immediately into their orgs, and position them for growth.
Still Have questions? You can email our team for additional help at community@revopscoop.com
Going from startup to scaleup is a difficult but rewarding journey. Jeff believes that building out Go To Market (GTM) Fit and scaling GTM is not as simple as linearly throwing more money at marketing or more headcount at sales. Leaning on real world experience from those who have been there enables growth companies to build the right parts of their revenue engine throughout their different growth phases.
Jeff has worked at companies both large (Google, Intel) and growing (Visier, PatientPop, UpKeep). RevOps looks different at each and every company, at every stage, and in every sales motion. From SMB to Enterprise average contract values, Jeff has helped to build brand new RevOps teams or optimize existing processes. Currently, Jeff serves as a RevOps focused startup advisor to Syncari, Scratchpad, and Sonar.
After leaving his FP&A role at Google he spent seven years building out the processes, enablement, advisory, and systems for growth companies targeting a multiyear path from ~$10M ARR to $70M ARR. He learned that RevOps isn't static, but rather a dynamic capability needed by the business to adapt to rapid change.
Jeff earned his MBA from the Ross School of Business, University of Michigan and completed his undergraduate education at the University of California, Los Angeles.
As a native Angeleno, Jeff enjoys watching his favorite Los Angeles sports teams and sharing great places to visit for those coming to Southern California. He loves to spend time with his wife and daughter.
You can find more content from Jeff at the RevOps Rehab Substack and by listening to the Revenue Architect Podcast in partnership with SalesIQ Global.
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Join our global community, buckle up and enjoy the ride!
