Director, Revenue Operations · Revenue control tower
Commercial close · Aug 12, 2026Keep the commercial system usable before the forecast meeting.
Revenue Operations sees funnel integrity, forecast movement, handoff performance, CRM controls, and the exception work it is authorized to resolve.
Control priority
The pipeline is healthy. The customer record is not yet reliable enough for retention.
Six acquired accounts lack a canonical parent and fourteen cancellation statuses are stale. Revenue Operations owns the reconciliation and evidence package—not the business definition or financial attestation.
Forecast movement
What changed since Monday
Opening commit$3.4m
Advanced+$620k
Slipped−$410k
Current commit$3.61m
Revenue operations queue
Work that needs Theo
Client Retention cannot enter the Growth Review
Resolve definitionTwo defensible definitions produce 91.8% and 84.6%. The financial basis, business rule, and acquired-account exception need resolution.
Before Aug 14Six acquired accounts lack a canonical parent
Review crosswalkThe account crosswalk failed the uniqueness gate and blocks retention certification.
Due todayCustomer 360 access request exceeds its purpose
Narrow accessMarketing requested direct identifiers with no expiry for a bounded churn campaign.
Due Aug 15Complete cancellation-status reconciliation
Reconcile evidenceReconcile the CRM exception extract and document the six records awaiting business resolution.
Due today