Revenue Operations Lead

Accountabilities: • Take full ownership of the CRM environment, including administration, integrations, data quality, and ongoing optimization.

• Build and expand data-enrichment processes for new registrants and existing users.

• Define and document the complete funnel from lead through deal creation, including a lead-scoring framework.

• Build dashboards, reporting, and forecasting infrastructure that enables the sales organization to measure performance and determine whether new sales motions are working.

• Develop tooling and processes to validate time-boxed experiments and sales-motion tests.

• Create, test, and continuously improve prospect-facing messaging across email and LinkedIn, partnering closely with SDRs on targeting and sequencing.

• Own messaging performance metrics, including reply rates and definitions of positive responses, and connect those insights to broader funnel performance.

• Work closely with AEs and SDRs to identify opportunities, test new approaches, and continuously improve sales processes and execution.

Requirements

• 5–8+ years of experience in Revenue Operations, Sales Operations, GTM Analytics, or a closely related field.

• Deep, hands-on experience with HubSpot at an administrative level, or equivalent expertise with another CRM platform.

• Strong understanding of CRM integrations, data architecture, and data quality management, with the ability to own the underlying systems rather than simply report on them.

• Strong analytical capabilities, including experience building funnel definitions, lead-scoring models, reporting frameworks, and forecasting processes from scratch.

• Experience creating, testing, and refining outbound sales messaging across email and LinkedIn, or directly overseeing this work.

• Comfortable working independently in ambiguous environments where processes, definitions, and operating models still need to be established.

• Strong ownership mindset, sound judgment, clear communication, and a willingness to take responsibility for measurable outcomes.

• Experience in fintech, financial data, or advisor-facing SaaS is a plus but not required.

Benefits

• Base salary range of $115,000–$135,000, with final compensation determined by experience, skills, and location.

• Performance bonus of up to $25,000 per year tied to team pipeline and revenue goals, paid quarterly.

• Equity options.

• Remote work environment.

• Opportunity to have direct, measurable impact within a lean and growing sales organization.

• High degree of autonomy and ownership over the development of a new Revenue Operations function.

• Collaborative culture centered on customer focus, teamwork, continuous improvement, humility, respect, and execution.

• Opportunity to work on an innovative financial analytics product serving a large and growing user base.

• Exposure to a fast-moving environment focused on efficiency, sustainable growth, and operational excellence.

• Medical, dental, and vision coverage are specified for eligible U.S. employees; Canada-specific healthcare coverage was not provided in the source description.

• Additional benefits may vary based on employment location and eligibility.

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