Role Connections Report

Sorting Out Portfolio Marketing And Revenue Operations Teams

August 20th, 2024
Nicky Briggs, VP, Principal Analyst
Nicky Briggs VP, Principal Analyst
With contributors:
Amy Hayes , Anthony McPartlin , Laura Cross , Chantelle Fynn , Drew Zalucky

Summary

Portfolio marketing and revenue operations are highly interdependent teams, each providing the other with critical inputs that enable smooth execution on key priorities. To facilitate a healthy working relationship, leaders of both functions should define clear roles, responsibilities, and interlocks so that both teams set clear expectations with one another. In this report, we define both functions and identify 15 key points of interlock between them.

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