Director, Revenue Operations

Remote

Responsibilities

- Own the GTM strategy and planning layer across all revenue facing teams (Marketing, Sales, Post Sales): revenue forecasting, capacity planning, quota setting, campaign performance attribution, and the Weekly Business Review narrative that connects it all for leadership - Serve as the strategic link between Marketing and Sales by defining lead routing rules, SQO-to-close conversion standards, channel CAC reporting, and the feedback loops that ensure GTM investment translates to pipeline

Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve built the foundation — the CRM infrastructure, pipeline tooling, and early AI-native analytics layer.
Now we need a leader who can elevate RevOps from an operational support function into a true strategic thought partner to the GTM organization.
Must have: - 8+ years of
experience in revenue operations, GTM strategy, or sales operations at a high-growth tech company and 2+ years managing direct reports - Demonstrated ability to own the strategic narrative — you’ve presented revenue forecasts, pipeline analyses, and GTM recommendations to executive audiences and influenced decisions - Deep Salesforce expertise and strong familiarity with the modern GTM tech stack (HubSpot, GTM tooling, BI tools, enrichment tools) - Strong financial acumen: you can navigate comp plan
Experience with post-sales operations: onboarding, renewals, expansion pipeline tracking - Hands-on
experience with AI-native tooling, workflow automation, or GTM engineering Nice to have: - Background in management consulting, investment banking, or strategy with a track record translating that into operational execution -
Experience in wealth management, RIA, or financial advisor sales motions -
Experience in financial services, fintech, or a similarly complex, relationship-driven sales environment is a strong plus

We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
BENEFITS: - Competitive salary and equity package - Unlimited PTO + paid company holidays - Access to holistic medical, dental, and vision plans - Company 401(k), Commuter, and HSA/FSA plans - NYC office in the heart of Manhattan - Lunch and snacks provided in the office - Access to virtual mental health care (Spring Health), vision related
benefits (XP Health), and health concierge (Rightway) to help you find the right care - Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
Come help us scale! The Role: Revenue Operations at Savvy is entering a new era.
As Director of Revenue Operations, you will own the full revenue operations mandate: from GTM strategy and planning to systems governance, sales process design, and post-sales operations.
You will be the connective tissue between Sales, Marketing, Finance, and the Leadership Team - translating data into decisions, and decisions into execution..
You will manage a growing team of specialists and partner closely with Sales Leadership, Finance, and the executive team on a regular basis.