1-4+ years of analytics or operations experience with a track record of ownership.
Strong quantitative skills in SQL or advanced spreadsheets for data analysis.
Experience in building tools using AI or automation.
Ability to transform complex problems into clear processes and solutions.
Creative mindset for market research and rapid testing of ideas.
Responsibilities
Own operations that convert demand into revenue for the sales team.
Build a reliable weekly pipeline view with trusted definitions and metrics.
Identify and improve weak points in the sales funnel to enhance closure rates.
Design scalable commission and incentive plans for the sales team.
Map the market and create prioritized lead lists for targeted outreach.
Leverage AI and automation to streamline processes and reduce manual tasks.
Maintain and enhance CRM and sales processes post-launch.
Benefits
Opportunity to build a new function with dedicated ownership.
Direct impact on pipeline, seller productivity, and revenue growth.
Collaboration with the founder on strategic growth initiatives.
Professional development in analytics, commercial strategy, and AI applications.
Full Job Description
What you'll do
You'll own the operations that help our sales team turn demand into revenue. Your work will span pipeline visibility, incentives, market research, and tools that make selling easier.
Build a reliable weekly view of pipeline across Finch and National Advocates, with clear definitions and numbers the team can trust.
Identify the weakest parts of the sales funnel and test improvements that help reps close more business.
Design a National Advocates commission and incentive plan that can scale as the sales team grows.
Map the market for both offerings and build prioritized lead lists that steer outbound toward the right firms.
Use AI and automation to build tools and remove manual work, including friction in contracting.
Bring rigor to our CRM and sales processes, and keep the systems running after the initial launch.
What will make you successful You'll likely thrive if you have
Around 1-4+ years of analytics or operations experience, with evidence of fast learning and meaningful ownership.
Strong quantitative skills in SQL or advanced spreadsheets; you can pull, check, and explain your own data.
Experience building something useful with AI or automation.
A habit of turning a messy problem into a clear operating process and closing loops without being chased.
Creativity in generating ideas, researching a market, and testing approaches quickly.
It's a plus if you have
Exposure to sales operations, revenue operations, or go-to-market work.
Experience with HubSpot.
Experience with B2B selling to small businesses.
This role may not be for you if
You prefer reporting on problems to building solutions.
You rely on dashboards without checking the definitions or underlying data.
You need a narrow specification before you can make progress.
Why this could be exciting
Build a function that has never had a dedicated owner at Finch.
See the impact of your systems in pipeline, seller productivity, and revenue.
Work closely with the founder on the growth of Finch and new bets.
Develop across analytics, commercial strategy, and AI-assisted building.
What happens next
We run a human, efficient process. That generally includes:
Intro: An initial conversation about your background, motivation, and the role.
Interview: A deeper dive conversation about problems you've solved and systems you've built.
Case Assignment: A practical assignment you'll complete and present to our team.
Onsite: A visit to our NYC office to meet the team, explore the work together, and have lunch.
