Director, Revenue Operations

Wealth.com

Director of Revenue Operations at wealth.com, owning systems and automation for revenue growth. Leading integrations and workflows to optimize client acquisition and retention.

Posted 6/16/2026full-timeRemote • Arizona • 🇺🇸 United StatesLead💰 $180,000 - $220,000 per yearWebsite

About the role

Key responsibilities & impact

Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them
Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems
Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified
Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts
Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use
Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management
Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team
Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
Own the integrity of Salesforce including data standards, hygiene, object model, and governance
Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
Partner with leadership to close gaps in the data model and improve attribution visibility
Automate manual data workflows to reduce errors and free up rep capacity

Requirements

What you’ll need

4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
Deep Salesforce proficiency. You build reports, manage objects, and diagnose data issues independently
Gong expertise. You configure trackers, build scorecards, and extract deal and coaching intelligence
Demonstrated experience building automations and integrating systems across a multi-tool GTM stack
Strong communication. You can translate technical architecture for sales reps and executives equally.
Experience with DealHub, Outreach, ChiliPiper, and/or Qualified
Background deploying AI-assisted workflows in a sales or revenue context
Familiarity with BI tools (Omni, Looker, or similar)
Experience in fintech, or wealth management
Track record of leading tool rollouts and driving adoption with the sales team.

Benefits

Comp & perks

Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
100% company-paid basic life insurance, short-term and long-term disability insurance
100% paid parental leave upon eligibility
Company equity managed through Carta
401k with match and 100% vesting upon hire
Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.
Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.
Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceGongDealHubOutreachChiliPiperQualifiedAI workflowsprompt engineeringdata integrationreport building

Soft Skills

strong communicationleadershipcollaborationproblem-solvingdata analysis