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Savvy Wealth

Director, Revenue Operations

Savvy Wealth

Director leading Revenue Operations strategy at Savvy Wealth. Elevating RevOps to a strategic partner with Sales, Marketing, and Leadership team.

Posted 5/2/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $210,000 - $230,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own the GTM strategy and planning layer across Sales and Marketing: 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 quality
  • Govern the full GTM tech stack across CRM, marketing automation, enrichment, and analytics, including the HubSpot-Salesforce integration, data hygiene standards, and the architecture decisions that keep Sales and Marketing working from a single source of truth
  • Partner with the AI and engineering teams to build proprietary internal tooling that increases throughput across the sales motions
  • Define and enforce the rules of the game: pipeline stage governance, territory design, rules of engagement between Sales and Marketing, and the process frameworks that let the revenue org scale without breaking
  • Own post-sales operations: onboarding handoffs, NRR and expansion pipeline tracking, tooling, and workflow automations
  • Manage and develop a team of 3 RevOps specialists across marketing ops, sales ops, and post-sales operations.

Requirements

What you’ll need
  • 7+ 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 mechanics, deal economics, and quota modeling without hand-holding from Finance
  • A track record of building credibility with Sales and Marketing teams — you understand the revenue motion from the rep’s perspective, not just the ops perspective
  • Experience with post-sales operations: onboarding, renewals, expansion pipeline tracking
  • Hands-on experience with AI-native tooling, workflow automation, or GTM engineering

Benefits

Comp & perks
  • 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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
revenue forecastingcapacity planningquota settingcampaign performance attributionpipeline stage governanceterritory designfinancial acumenquota modelingworkflow automationpost-sales operations
Soft Skills
strategic narrative ownershipinfluencing decisionscredibility buildingteam managementcross-functional collaborationcommunication skillsanalytical thinkingproblem-solvingleadershiprelationship management