operations
Posted 1 weeks agoSenior Revenue Operations Manager
at Savvy
Remote
Responsibilities
- Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with sales leadership - Lead new tool assessments with a focus on AI-native GTM solutions: evaluate the landscape, build and test AI-native workflows and agents, make structured recommendations, and implement what gets approved - Own the GTM analytics layer for the sales motion: build and maintain pipeline and win rate analysis (SQO-to-close conversion by AE, segment, and period), real-time
- Collaborate with Finance on compensation calculations and attainment tracking - Own Salesforce configuration and administration for the sales org: field architecture, flows, page layouts, validation rules, and process automation.
- Maintain data integrity across connected systems (HubSpot, Savvy CRM, PandaDoc, BigQuery, Zapier) and own the roadmap for what gets built and in what order Must Have: - 5+ years in Revenue Operations, Sales Operations, or a closely related function at a high-growth tech company - Strong track record of partnering with sales teams: you've built trust with AEs and sales leadership, you understand the motion from the rep's perspective, and you know how to get process changes adopted without creating friction
Requirements
- 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 an early AI-native analytics layer.
- This means owning the operational layer end-to-end: territory design, pipeline governance, data hygiene, analytics, and the Salesforce infrastructure that holds it all together.
- Responsibilities: - Own pipeline stage governance and CRM data hygiene end-to-end: define stage definitions and entry/exit criteria, build enforcement mechanisms in Salesforce, and drive toward 95% hygiene adherence.
- Experience with territory design and a track record of maintaining clean, enforced data standards - Clear communicator who can translate ops complexity into something a sales rep or exec can act on Nice to Have: - Hands-on
- experience with AI tools or workflow automation in a GTM context; genuine curiosity about what's coming and a track record of experimenting - Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools - Background in wealth management, financial services, or a relationship-driven sales environment
Benefits
- 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)
Additional details
- 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.
- Now we need a sharp, technical operator to take ownership of that foundation and scale it.
- You'll sit closest to our AEs, SDRs, and sales leadership of anyone on the RevOps team, translating what the business needs into the systems, data, and processes that make the sales motion work.
- You'll be expected to move fast, earn trust with the sales org, and build things that last.
- Contribute to WBR and QBR data preparation - Maintain and iterate on the lead scoring model and list management for SDRs, support SDR capacity modeling, and partner with marketing ops on the lead enrichment pipeline (Clay, Fintrix, SignalHire) and routing SLAs - Partner with sales management on call coaching: maintain the SDR/AE call transcription and rubric scoring system, surface patterns and insights that help managers identify coaching opportunities - Own territory design and maintenance as the AE team