Revenue Operations Lead

This is a high-impact opportunity to build a Revenue Operations function from the ground up within a fast-growing fintech environment. You’ll work closely with the Head of Sales to create the systems, data infrastructure, reporting, and messaging needed to scale the sales organization. The role supports Account Executives and Sales Development Representatives while helping turn a large existing user base into an effective sales pipeline. You’ll define foundational processes such as funnel architecture, lead scoring, forecasting, and outbound messaging. This is a true builder role where you’ll have significant ownership and autonomy rather than maintaining established systems. You’ll operate in a lean, collaborative environment where experimentation, analytical thinking, and measurable outcomes are highly valued.

• 5–8+ years of experience in Revenue Operations, Sales Operations, GTM Analytics, or a closely related field.
• Deep, hands-on experience with HubSpot at an administrative level, or equivalent expertise with another CRM platform.
• Strong understanding of CRM integrations, data architecture, and data quality management, with the ability to own the underlying systems rather than simply report on them.
• Strong analytical capabilities, including experience building funnel definitions, lead-scoring models, reporting frameworks, and forecasting processes from scratch.
• Experience creating, testing, and refining outbound sales messaging across email and LinkedIn, or directly overseeing this work.
• Comfortable working independently in ambiguous environments where processes, definitions, and operating models still need to be established.
• Strong ownership mindset, sound judgment, clear communication, and a willingness to take responsibility for measurable outcomes.
• Experience in fintech, financial data, or advisor-facing SaaS is a plus but not required.