Finance & Revenue Operations Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Take full ownership of revenue operations and comprehensive financial reporting.

• Collaborate daily with sales leadership and work closely with the CEO and CRO.

• Manage internal systems and establish a regular cycle for forecasting and reporting.

• Develop funnel and revenue reports to pinpoint deal accelerations, slowdowns, and winning factors.

• Analyze financial data for internal dashboards, board reports, and investor information.

• Act as the primary resource for the team regarding revenue, billing, and financial inquiries.

• Oversee the revenue operating rhythm, which includes weekly pipeline reviews, coverage and conversion reports, and reliable board forecasts.

• Manage HubSpot and Stripe comprehensively as the systems of record, covering architecture, lifecycle stages, routing, contract-to-invoice process, and data standards.

• Handle monthly revenue and billing reports, track ARR, and manage both internal and external financial reporting.

• Create self-service dashboards and provide documented answers for Sales, Customer Success, and leadership teams.

• Enhance team scalability through AI-driven automation using tools like Clay and n8n.

• Integrate product-led and sales-led funnels into a unified lifecycle.

• Gather insights on customer tax workflows from calls, CRM notes, usage data, and billing information to enhance pricing, products, and operations.

⛳️ Requirements

• Minimum of 5 years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering, particularly in B2B SaaS companies during scale-up phases.

• Proficient in HubSpot and Stripe with expert knowledge of subscription and usage-based billing, invoicing, and linking billing data to both CRM and ledger.

• Proven experience leveraging AI tools and models to enhance team productivity, maintaining sound judgment regarding financial data.

• Experience in developing forecasting, planning, funnels, or financial reports utilized by leadership, including reports for boards or investors.

• Solid understanding of SaaS metrics and revenue recognition principles.

• Capability to manage revenue and finance systems independently while establishing a clear roadmap.

• Strong analytical, organizational, and communication abilities.

• Self-motivated, capable of promoting adoption with minimal supervision, and able to articulate financial data clearly to non-finance colleagues.

• Proficient in Slack, Google Workspace, and Fathom.

• Preferred: Experience in establishing a RevOps or finance operations function from the ground up.

• Preferred: SQL expertise and familiarity with BI tools.

• Preferred: Knowledge of subscription analytics workflows and accounting systems.

• Preferred: Experience with PLG funnels and product usage data in a sales-assist context.

• Preferred: Background in building or assessing AI agents, retrieval systems, or internal knowledge bases.

• CPA, Big 4, or consulting experience is advantageous but not mandatory.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health benefits including medical, dental, and vision coverage.

• Flexible work hours and remote work options.

• Opportunities for professional development and career advancement.

• A collaborative and inclusive work environment.