Director, Revenue Strategy and Operations

Savvy Advisors, Inc.

$130K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in revenue operations or GTM strategy at a high-growth tech company
  • 2+ years managing direct reports
  • Proven ability to present strategic narratives to executives
  • Expertise in Salesforce and familiarity with modern GTM tech stack
  • Strong financial acumen for navigating comp plans and quota modeling
  • Experience in post-sales operations
  • Hands-on with AI-native tooling and workflow automation

Responsibilities

  • Own GTM strategy and planning for revenue-facing teams
  • Define lead routing rules and conversion standards between Marketing and Sales
  • Govern the GTM tech stack and ensure data hygiene standards
  • Collaborate with AI and engineering to build internal tooling
  • Establish and enforce sales and marketing process frameworks
  • Manage post-sales operations including onboarding and expansion tracking
  • Lead and develop a team of RevOps specialists

Benefits

  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • Office located in Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care and health concierge services
  • Counseling services for a range of personal management issues
Full Job Description
The Role:

Revenue Operations at Savvy is entering a new era. We've built the foundation: the CRM infrastructure, pipeline tooling, and early AI-native analytics layer. Now we need a leader who can elevate RevOps from an operational support function into a true strategic thought partner to the GTM organization.

As Director of Revenue Strategy & Operations, you will own the full revenue operations mandate: from GTM strategy and planning to systems governance, sales process design, and post-sales operations. You will be the connective tissue between Sales, Marketing, Finance, and the Leadership Team - translating data into decisions, and decisions into execution.. You will manage a growing team of specialists and partner closely with Sales Leadership, Finance, and the executive team on a regular basis.

Responsibilities:
  • Own the GTM strategy and planning layer across all revenue facing teams (Marketing, Sales, Post Sales): revenue forecasting, capacity planning, quota setting, campaign performance attribution, and the Weekly Business Review narrative that connects it all for leadership
  • Serve as the strategic link between Marketing and Sales by defining lead routing rules, SQO-to-close conversion standards, channel CAC reporting, and the feedback loops that ensure GTM investment translates to pipeline quality
  • Govern the full GTM tech stack across CRM, marketing automation, enrichment, and analytics, including the HubSpot-Salesforce integration, data hygiene standards, and the architecture decisions that keep the entire company working from a single source of truth
  • Partner with the AI and engineering teams to build proprietary internal tooling that increases throughput across the sales motions
  • Define and enforce the rules of the game: pipeline stage governance, territory design, rules of engagement between Sales and Marketing, and the process frameworks that let the revenue org scale without breaking
  • Own post-sales operations: onboarding handoffs, NRR and expansion pipeline tracking, tooling, and workflow automations
  • Manage and develop a team of 3 RevOps specialists across marketing ops, sales ops, and post-sales operations.

Must have:
  • 8+ years of experience in revenue operations, GTM strategy, or sales operations at a high-growth tech company and 2+ years managing direct reports
  • Demonstrated ability to own the strategic narrative - you've presented revenue forecasts, pipeline analyses, and GTM recommendations to executive audiences and influenced decisions
  • Deep Salesforce expertise and strong familiarity with the modern GTM tech stack (HubSpot, GTM tooling, BI tools, enrichment tools)
  • Strong financial acumen: you can navigate comp plan mechanics, deal economics, and quota modeling without hand-holding from Finance
  • A track record of building credibility with Sales and Marketing teams - you understand the revenue motion from the rep's perspective, not just the ops perspective
  • Experience with post-sales operations: onboarding, renewals, expansion pipeline tracking
  • Hands-on experience with AI-native tooling, workflow automation, or GTM engineering

Nice to have:
  • Background in management consulting, investment banking, or strategy with a track record translating that into operational execution
  • Experience in wealth management, RIA, or financial advisor sales motions
  • Experience in financial services, fintech, or a similarly complex, relationship-driven sales environment is a strong plus
Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

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