Revenue Operations Manager

is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with

From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation.

is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge.

Why is the best place to work?

• Customers love the product (adopted by many of the biggest financial institutions and rapidly expanding to more firms)
• We're growing a lot (5x in the last year)
• Incredible culture (our customers keep applying to work here)
• Well-resourced — our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada)

As a Revenue Operations Manager at , you will sit at the center of our growth machine. You'll translate strategy into scalable processes, lead the configuration and governance of our HubSpot stack, and drive alignment across GTM teams. You'll thrive in ambiguity, take initiative, and operate both tactically and strategically.

What You'll Do

• Own the GTM Stack (HubSpot + Integrations)
  • Serve as the go-to expert and administrator for HubSpot: configuration, workflows, lead scoring, lists, sequences, pipelines, lifecycle stage logic, custom objects, reporting, etc.
  • Design, implement, and continuously optimize lead-to-revenue workflows, handoffs, and automation across teams.
  • Monitor and enforce data integrity and field governance.
  • Integrate HubSpot with adjacent tools such as sales engagement, contract management, and support systems, ensuring seamless lead and data flow across platforms.
  • Lead adoption of HubSpot best practices and governance across GTM teams, including training, playbooks, and ongoing support.
• Drive Process + Cross-Functional Enablement
  • Map, document, and optimize core GTM processes such as lead routing, qualification, handoff, retention, and expansion.
  • Act as a liaison across marketing, sales, and customer success to identify friction points and drive alignment.
  • Enable forecasting, quota setting, territory planning, and pipeline reviews by creating dashboards, models, and analytical support.
  • Provide insights and recommendations on funnel performance, campaign effectiveness, pipeline health, and revenue risks.
• Lead Analytics, Reporting & Forecasting
  • Build and maintain executive-level dashboards and reports on funnel metrics, conversion rates, velocity, churn/expansion, and ARR growth.
  • Partner with GTM and finance leads to develop models and forecasts, highlight gaps, and challenge assumptions.
  • Use data to diagnose performance problems, recommend solutions, and track the impact of changes over time.
• Automation, Innovation & Scalability
  • Evaluate, pilot, and implement GTM tooling, automation, AI, or data enrichment solutions to accelerate efficiency and scale operations.
  • Serve as a steward over the GTM tech stack, maintaining integrations, API workflows, and architectural planning.
  • Identify opportunities for process or technology improvements and manage cross-functional projects to execute them.
  • Be comfortable working in ambiguity and defining priorities and systems from the ground up.

What Success Looks Like (Metrics / KPIs)

• Healthy, predictable pipeline growth and forecast accuracy
• Increased productivity across marketing, sales, and customer success (fewer manual tasks, faster handoffs)
• High system adoption and low data error rates
• Reduction in lead leakage, cycle times, and friction points
• Improved expansion and retention performance
• Clear ROI and impact from new tool or automation launches

What We're Looking For

• Must-haves
  • 4+ years in a revenue operations, sales operations, or RevOps role, ideally in a SaaS, tech, AI, or fintech environment
  • Deep expertise with HubSpot, including administration, workflows, configurations, custom objects, reporting, and sequences
  • Strong technical and systems mindset with ability to manage integrations, APIs, and multiple tools in a tech stack
  • Proven track record working cross-functionally with marketing, sales, and customer success teams
  • Excellent analytical, problem-solving, and modeling skills
  • Self-starter who thrives in ambiguity and can own projects end to end with minimal oversight
  • Exceptional communicator, able to translate between technical, operations, and business audiences
  • Strong organizational skills, attention to detail, and ability to juggle multiple priorities
• Nice-to-haves
  • Experience with additional tools such as sales engagement, contract lifecycle management, or data enrichment platforms
  • Background in B2B or enterprise sales organizations
  • Exposure to AI, machine learning, or fintech domains
  • Experience with revenue modeling, capacity planning, or territory design

Our Values

We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do.

• Collaborative – We value our team and know that success can only come from working together
• Client Centric – Our focus is always on our clients and consistently delivering them value
• Action Oriented – We remove barriers and we seek to improve in measurable ways
• Accountable – We are accountable for ourselves, and we hold each other accountable
• Respectful – We are proud of our work, we are respectful of each other's opinions, and we keep a positive attitude

What We Offer

We want our benefits to reflect our values and offer the following to full-time employees:

• Flexible (Unlimited) Paid Time Off
• Medical, Dental, and Vision benefits for you and your family
• Life Insurance and Disability Benefits
• Access to a 401(k) retirement savings plan (for U.S. employees)
• Paid Parental Leave
• Free access to use Alfa to make money
• We love the energy of in-person collaboration while also offering the flexibility to work from home when needed

These benefits are further detailed in 's policies and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in 's equity plans subject to the terms of the applicable plans and policies.

Be You, With Us

We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.