🛠 Tech Stack

💼 About This Role

You'll own and scale the revenue operations foundation for a fast-growing wealth management platform. Your core impact will be translating sales team needs into systems, data, and processes that drive pipeline governance and analytics. This role stands out for its direct partnership with sales leadership and ownership of AI-native GTM solutions.

🎯 What You'll Do

• Own pipeline stage governance and CRM data hygiene end-to-end
• Lead new tool assessments with focus on AI-native GTM solutions
• Own GTM analytics layer: pipeline, win rate, and revenue dashboards
• Maintain lead scoring model and list management for SDRs
• Partner on call coaching with transcription and rubric system

📋 Requirements

• 5+ years in Revenue Operations or Sales Operations
• Strong track record partnering with sales teams
• Hands-on Salesforce experience building flows and validation rules
• Strong analytical instincts for data quality and dashboards
• Experience with territory design and maintaining clean data standards

✨ Nice to Have

• Hands-on experience with AI tools or workflow automation in GTM
• Familiarity with HubSpot, Clay, or similar GTM tools
• Background in wealth management or financial services

🎁 Benefits & Perks

• 💰 Competitive salary and equity package
• 🏖️ Unlimited PTO + paid company holidays
• 🏥 Medical, dental, and vision plans
• 🏢 NYC office in Manhattan with lunch and snacks
• 🧠 Virtual mental health care (Spring Health)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Operational Interview· 60 min
4. 4Executive Interview· 45 min