In the dynamic world of revenue operations, staying ahead means constantly adapting and learning.

So if you're keen to enhance your understanding or refine your approach to RevOps, you're in the right place!

Today, we're excited to share some hand-picked, exclusive tips, straight from seasoned professionals who have navigated the complexities of RevOps and have some truly invaluable insights to share.

Whether you're well-versed in RevOps or just beginning to navigate its waters, this collection of expert advice is like a guiding light on the path to success. 

Prepare to gain new perspectives and actionable strategies that can help you make a real difference in your organization's approach to RevOps. Let's get started! 

1. Embrace continuous learning

The RevOps field is ever-changing, making continuous learning vital. 

This approach isn't just about keeping up with trends; it's about being prepared for the unexpected, understanding new technologies, and adapting strategies to meet evolving market demands. 

Staying curious and informed helps you anticipate changes and position your organization for success.

John Hunt, Head of Enablement at Zappi emphasizes how regular learning translates to results:

“By continually learning and upskilling, I've been promoted at every job I've held with increased pay and responsibilities.”

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2. Prioritize effectively

In the vast realm of RevOps, it's easy to get overwhelmed. 

As one expert puts it, "Don't do it all - choose a maximum of 3 pillars to focus on at any one time, and execute those well." This advice underscores the importance of not spreading yourself too thin. 

By identifying and concentrating on a few key areas, you can drive significant improvements, ensure resource efficiency, and maintain a clear focus on what truly impacts revenue growth.

Jordan Shaheen, Head of Revenue Strategy and Operations at Candid offers this solution:

“Do your best to prioritize work on harder, higher-value projects that will make the biggest difference now and in the future, rather than getting buried in the endless parade of daily tasks and requests.”

3. Build and maintain internal relationships

RevOps isn't an isolated function; it thrives on collaboration

"Your leadership has to be your trusted partner. It doesn't work otherwise." This tip highlights the necessity of forging strong relationships within your organization. 

By understanding and aligning with various departments, you can ensure that RevOps strategies are integrated seamlessly into the broader business objectives, leading to more cohesive and effective outcomes.

Jordan Shaheen highlights why connecting across departments is integral for RevOps:

“In revenue operations, you can't be egocentric, you can't be focused on recognition, instead, you need to be focused on the business moving forward.”

4. Master the art of saying 'no'

"Learn to say no and prioritize." 

In RevOps, you'll face a barrage of tasks and requests. Knowing which ones align with your strategic goals and which ones to defer is crucial

This skill not only helps in managing your workload but also ensures that you're always working on projects that offer the highest return on investment and align with long-term business objectives.

Top 7 skills for RevOps success
Hiring a new RevOps professional for your team? Or looking for your next role in revenue operations? We outline the top seven skills required for RevOps success.

5. Take ownership and initiative

In the world of RevOps, being proactive is key. 

This means not just waiting for instructions but actively seeking out opportunities to improve processes and systems. 

Taking ownership shows your commitment to the role and can lead to more trust and autonomy from leadership, allowing you to make a more significant impact.

Expert Jordan Shaheen suggests getting the word out:

“You need to control the organization to get them to make the right decision. Guide them to decide on what you think is the solution that makes the best sense.”

6. Dive into networking

Networking truly pays dividends.

John Hunt encourages making connections inside and outside your company:

“Don't be afraid to put yourself out there. I think it's really important that you're connecting with people around the world. It’s great to be able to engage with folks like that, and you get out of it what you put into it.”

Plug into the global RevOps community to stay on top of trends and best practices.

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7. Outcome-oriented approach

In RevOps, it's crucial to focus on the impact of your actions. "Focus on outcomes, not output." 

This mindset shift from merely completing tasks to achieving meaningful results ensures that every effort contributes to the broader business goals, whether it's increasing revenue, improving customer satisfaction, or streamlining operations.

8. Effective communication is key

Clear and effective communication is the cornerstone of successful RevOps. 

Whether it's explaining complex data insights, articulating strategy, or collaborating across departments, the ability to communicate clearly and concisely is invaluable. 

It ensures that everyone is on the same page and working towards common goals. Expert John Hunt recommends always overcommunicating context:

“Make sure to send pre-reads with an appropriate amount of time to read it or a video of context ahead of time. Instead of everyone showing up at a meeting and spending 12 or 15 minutes getting context, and then you only have 15 minutes to make decisions on it – we want everyone to have the context to come up with a point of view.”

The emphasis should be on alignment, ensuring messaging and goals align at all levels - from frontline reps to the executive suite.

9. Data-driven decision making

In today's data-driven world, leveraging data intelligently is non-negotiable in RevOps. 

It's about interpreting data correctly, understanding what it signifies, and using it to inform strategic decisions. However, it's equally important to balance data with practical, real-world insights.

John Hunt emphasizes why locking these down early is critical:

“If you try to start on something and jump into it without a plan to get to the end of the initiative, you're gonna be in trouble.”

A massive 56% of RevOps professionals named manual data cleansing as their biggest time waster, causing delays across organizations.

Greg Larsen, VP Revenue Operations at Eltropy suggests investing in solutions to address this early:

“The insertion of AI into the revenue operations stack, and all of the automation and efficiency gain that it can provide is massive.”

10. Resilience and adaptability

The final tip is about resilience and adaptability. 

"Stay curious, be resilient. It takes time to get there, and only the ones with these skills will survive." The ability to adapt to changing circumstances and bounce back from setbacks is crucial in the fast-paced world of RevOps. 

This resilience, coupled with a willingness to learn and grow, is what sets successful RevOps professionals apart.


These expert tips offer a comprehensive guide to excelling in the complex and ever-evolving world of revenue operations. 

By embracing continuous learning, prioritizing effectively, building strong relationships, focusing on impactful outcomes, and leveraging data wisely, you can navigate the challenges and opportunities of RevOps with confidence and expertise.

Remember, RevOps is about more than just processes and data; it's about strategic thinking, relationships, and adaptability. 

Implement these expert tips to drive growth, enhance efficiency, and achieve your business goals in the dynamic RevOps world!

For more revenue operations insights to help you thrive in your career, check out our State of Revenue Operations report. 👇