About the RoleRevenue Operations is the pipeline generation and infrastructure layer behind our go-to-market organization. Reporting to the VP of Revenue Operations, you will own critical pieces of that engine - from client health scoring and ICP modeling to outbound programs and account-based motions - end to end, from definition through adoption.
This is a hands-on individual-contributor role with broad exposure across the revenue engine, working directly with our CRO, CMO, Managing Directors, and business-unit leadership. You'll bring structure to undefined problems, hold a clear point of view, and build processes that keep working after you stop watching them.
Duties and ResponsibilitiesProject Execution & Cross-Functional Partnership- Take initiatives from ambiguity to shipped outcome with clear scoping, sequencing, owners, and timelines.
- Bring a point of view on what an initiative actually solves and the trade-off between a fast and durable solution.
- Manage multiple workstreams simultaneously, maintain quality, and pivot cleanly when priorities shift.
- Measure what you ship and feed learnings into the next round of work.
Process & Governance Ownership- Own and document how the revenue motion runs - account ownership, lead qualification, deal stage movement - and keep that standard understood across the go-to-market team.
- Define rules of engagement, lead routing, qualification criteria, and handoff SLAs across marketing, BDR, sales, and implementation.
- Lead enablement and change management when processes evolve, from leadership down to individual contributors.
- Define how process health is measured and use that to determine where additional structure adds value.
Demand Generation & Pipeline Operations- Partner with revenue and marketing leadership to prioritize segments, asset classes, and channels.
- Project manage campaigns from kickoff through launch - coordinating briefs, success criteria, target accounts, channel mix, and underlying systems.
- Own the outbound model the BDR team runs on: plays, targeting, qualification standards, cadence, messaging, and performance measurement.
- Build pre- and post-event outreach plans to convert conferences into pipeline.
- Evaluate program performance at 30/60/90 days and decide what scales, what gets fixed, and what gets retired.
Analysis & Strategic Insight- Build attribution infrastructure that credibly captures pipeline origin across first-touch, last-touch, and multi-touch, including outbound and events.
- Own the systems and governance behind the win-loss program - enforce reason capture at close and support quarterly analysis with reliable data.
- Run deep-dive analyses into pipeline, conversion, and segmentation, tracing discrepancies to their root cause.
RequirementsQualifications- 4-7 years in revenue operations, sales operations, or go-to-market operations, with demonstrated growth in scope and ownership.
- Strong Project Owner - independently scoped, sequenced, and shipped cross-functional work, driving deliverables through partners you don't manage.
- Hands-On CRM Depth - configured pipelines, lifecycle stages, workflows, routing, and quoting; can assess whether an existing setup is sound.
- Demand-Generation Fluency - enough command of outbound and events to design a campaign test, define success criteria, and evaluate results accurately.
- Experience in financial services or specialty finance.
- Credibility with Senior Stakeholders - comfortable presenting to revenue leaders and standing behind the areas you own.
- Exceptional Communicator - clear and persuasive in writing and in-person; effective at teaching others. Process documentation is a primary output.
- Business-Case Fluency - can size an opportunity, name trade-offs, and turn analysis into an actionable recommendation.
- Analytical Rigor - strong Excel or Sheets skills; instinct to interrogate reports rather than take them at face value.
- Builder's Bias for Action - proactively creates scalable, measurable programs rather than one-off fixes.
- Eligible to work in the United States.
- HubSpot experience strongly preferred.
Benefits- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Wellness Resources
