Revenue Operations Lead

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Report directly to the Head of Sales

• Establish the Revenue Operations function from the ground up

• Provide support to current Account Executives (AEs), newly onboarded Sales Development Representatives (SDRs), and the Head of Sales

• Conduct tests, develop reporting, and implement efficient processes to achieve ambitious objectives

• Manage HubSpot administration, integrations, and ensure data quality

• Take ownership of and enhance enrichment for new sign-ups as well as existing users

• Define and document the sales funnel from lead generation to deal closure, including the lead-scoring model

• Create dashboards, reporting, and forecasting frameworks

• Manage test-validation tools for time-sensitive operational tests

• Develop and refine prospect-facing messaging for email and LinkedIn outreach

• Collaborate with SDRs on targeting strategies and sequencing

• Monitor messaging effectiveness, including response rates and definitions of positive replies, as key funnel inputs

• Partner with AEs and SDRs to assess what strategies are effective, iterate, and enhance processes

⛳️ Requirements

• 5–8+ years of experience in Revenue Operations, Sales Operations, or Go-to-Market (GTM) analytics

• Extensive, hands-on experience with HubSpot at the administrative level, or equivalent knowledge in a similar CRM

• Proven experience managing CRM integrations and data architecture

• Strong analytical capabilities

• Ability to create funnel definitions, lead-scoring models, and forecasting independently without a dedicated data team

• Experience in crafting and refining outbound sales messaging for email and LinkedIn, or directly overseeing such efforts

• Comfortable navigating uncertainty and establishing definitions and processes that are currently absent

• Experience in fintech, financial data, or advisor-facing SaaS is advantageous, though not mandatory

🏝️ Benefits

• Performance bonus of up to $25,000 annually linked to team pipeline and revenue objectives, disbursed quarterly

• Opportunities for equity

• Medical, dental, and vision insurance for eligible employees in the US

• Comprehensive benefits package

• Dynamic, fast-paced, and innovative work environment

• Opportunity to make a significant impact while working with a small, skilled team

• Access to an industry-leading financial analytics product

• Equal opportunity employer dedicated to fostering a diverse and inclusive workforce