Finch

Revenue Operations

• Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity.
• Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance.
• Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place.
• Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow.
• Design process automation for AE → AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing.
• Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance.
• Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time.
• Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy.
• Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights.

Revenue Operations Lead

Product Operations

• Identify operational solutions to address product or UX bottlenecks
• Act as the first line of defense for our employers’ technical inquiries for Finch’s Assisted products, providing reactive support, troubleshooting issues, and offering best practices
• Build and maintain core security procedures and policies to ensure continual operational compliance
• Ensure we're processing workflows for our customers within established service level agreements (SLAs)
• Collaborate with engineers and product managers to understand the product roadmap and the underlying operational requirements to reach key deadlines
• Independently manage and set clear deadlines for multiple simultaneous projects
• Set a high bar for execution, both in terms of quality and speed.

Product Operations Generalist

Account Manager

• About Finch: We are on a mission to empower innovators to access the global employment ecosystem and connect the world's employers under a single API. To do this, we're looking for individuals who think about problems holistically and in-depth, who are relentlessly curious, self-starters, and determined to drive ideas from inception through to completion.\n• Finch is a Series B company backed by a fantastic set of firms, angels, and our developers including General Catalyst, Menlo Ventures, Homebrew, BoxGroup, YCombinator, Charley (1st business hire at Plaid), Sima (ex-Head of Biz Dev at Plaid), Henrique + Pedro (co-CEOs at Brex), Jeff + Wayne (co-CEOs at Digits), Immad (CEO at Mercury), Sam (CEO at Vouch Insurance), Karim (CTO at Ramp), and more.\n• About Our Team: We're a team of problem solvers who aren’t afraid to challenge assumptions. We value velocity, curiosity, empathy, and diverse perspectives. Everyone on the team is excited about the scope of the problems we address and the potential impact our work can have on the global workforce. We realize that the value we provide comes with great responsibilities, and therefore make security and privacy our highest priorities.\n• We come from a diverse set of backgrounds and each member brings different skills to the group. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and potential will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns.\n• The Role: Finch is seeking a passionate and results-oriented Account Manager to join our growing team!\n• In this position, you'll play a critical role in driving revenue growth. Fostering long-lasting and productive relationships is a cornerstone of Finch’s growth. Our Account Management team is responsible for developing enduring growth between our customers and Finch, navigating strategic partnerships, and driving renewals and expansion.\n• You'll be responsible for delivering customer lifetime value, with creative opportunities for strategic customization in support of our critical customers. Enhancing the post-sales phase of our customers’ journey is paramount to our collective success and will yield high client retention and NRR.