Revenue Operations Manager

1. About Our Client:

This organization operates in the financial technology sector, focusing on transforming how financial institutions deliver wealth management services. Addressing challenges in wealth management accessibility and efficiency, the company develops technology solutions that support both small and medium businesses and enterprise clients. The organization is recognized in industry rankings such as Forbes best start-up employers and the WealthTech100 list for 2024. It is backed by prominent investors, indicating its growth potential and impact in the fintech space.

2. About the Opportunity:

The Revenue Operations Manager will lead the design and management of the revenue operations infrastructure that supports both SMB and enterprise sales channels. This role is central to aligning sales and marketing efforts, optimizing revenue processes, and building scalable systems. The position involves creating and refining the operational playbook, driving automation through low-code and AI solutions, and serving as a strategic advisor to senior leadership. Success in this role offers the chance to own and expand the revenue operations function.

3. Responsibilities:

• Architect Salesforce configuration to support complex enterprise and high-volume product-led growth users

• Design and optimize lead-to-revenue processes for SMB self-serve and B2B enterprise sales channels

• Collaborate with Marketing to monitor ad-spend efficiency and with Sales to enhance tool adoption

• Develop and maintain revenue forecasting models for Finance and Leadership

• Identify manual process bottlenecks and implement low-code/AI automation solutions

• Manage revenue operations across teams and advise leadership, including VPs and C-suite executives

4. Requirements:

• 8+ years in Revenue, Sales, or Marketing Operations, ideally in high-growth SaaS or fintech environments

• Extensive Salesforce expertise in building scalable flows, objects, and reports

• Experience evolving basic setups into sophisticated, automated systems

• Proven track record managing operations for Product-Led Growth and Enterprise Sales motions

• Strong understanding of revenue recognition, GTM metrics, and OKRs

• Proficiency with low-code tools and AI to automate workflows and deliver measurable results

5. Pay Range and Compensation Package:

• The pay range and compensation package for this role will be determined based on the candidate’s experience, skills, and other relevant factors.

6. Benefits & Perks:

• Four weeks of vacation plus a company-wide shutdown between Christmas and New Year

• Flexible and hybrid work environment

• Comprehensive group health, dental, and vision benefits from the start

• Employee Stock Option Purchase Plan

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.