AMA: Shopify Leader of Post-Sale Revenue Operations, Melissa Sinclair on Establishing a Revenue Ops Function Team
November 2 @ 10:00AM PST
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Shopify Leader of Post-Sale Revenue Operations, Melissa Sinclair on Establishing a Revenue Ops Function Team
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
First and foremost, you need to understand what is important to your team(s) and the individuals within it. At the end of the day, not everyone is motivated by the same thing(s). However, I have found usually someone's motivation will fall into one or combination of the following buckets: * Com......Read More
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
I usually go through the following flow... 1. Current State: Know the current state. Identify the gaps, pain points, and areas for improvement. Use the data where you can here. You need to gain both qualitative and quantitative feedback on the current systems/processes/tools/etc for a holistic p......Read More
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
My specific team is focussed on post-sales revenue operations. We are structured around a few aspects: 1. The Craft: Meaning merchant facing roles (ex. Customer Success, Sales, etc). My team is first split by that grain so they can really get to know the roles of those areas and develop strong s......Read More
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
A few things come to mind for me when reading this, I've worked both at small and large companies. This is what I've noticed: 1. Scope: The scope of responsibilities is often narrower due to limited resources in a small company. Ex. could be you have enablement individual/team, process optimizat......Read More
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
I suggest you follow something like below. You will have to adapt this accordingly to size of the company and where it is at in operational maturity. But the following themes should be able to apply to different degrees when coming into a Startup that doesn’t already have an operations team estab......Read More
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
Check out some of my thoughts on a related question here :)
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
Check out some thoughts here :)
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What is your advice for creating and/or improving the revenue operations process when joining a small but growing team?
Particularly for a small company with no or little structure.
Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
I think there are a few critical aspects to look at (and I would echo this even if it wasn't a small but growing team ;) ): * Understand the Current State: Begin by thoroughly understanding the existing revenue operations process. Identify pain points, bottlenecks, and areas for improveme......Read More
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Melissa Sinclair
Shopify Senior Revenue Operations Lead • November 2
Check out some thoughts here :)
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