Revenue Operations Manager - Revenue Planning & Insights (Fintech)

Location: New York City, United States; hybrid role with four days per week in-office

Salary: $120,000–$145,000 annually, plus potential company incentive bonus

Company

hirify.global is a technology-driven financial services company offering investing, savings, retirement, and financial wellness solutions.

What you will do

• Build and continuously improve reporting engines, data models, reporting infrastructure, dashboards, and forecasting processes.
• Lead QBR analyses using large and complex datasets, and present findings and recommendations to go-to-market leadership.
• Support revenue planning, capacity-based quota analysis, attainment and distribution analysis, and quarterly target-setting processes.
• Investigate ambiguous business questions, define the appropriate data and methodology, and produce decision-ready recommendations.
• Architect internal tools and operational workflows, translating business problems into requirements, decision logic, and success criteria.
• Develop AI-assisted tools, account-scoring and research logic, and automations that increase Revenue Operations leverage.

Requirements

• At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, Business Operations, or a highly analytical operating role.
• Fluency in SQL and experience working with large, intricate datasets, including joins, data grain, and systems of record.
• Hands-on experience with Salesforce reports, objects, and underlying data structures.
• Experience building reporting and dashboards with BI tools such as Tableau.
• Experience with forecasting, revenue planning, quota planning, executive reporting, or related Revenue Operations processes.
• Strong systems thinking, analytical judgment, executive communication skills, and comfort working with modern AI tools and agentic workflows.

Nice to have

• Python experience.
• Experience with go-to-market tools such as Clay.

Culture & Benefits

• Medical, dental, vision, life, disability, infertility, transgender health, EAP, transit, FSA, and HSA benefits.
• Equity grants for all employees.
• Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in the sixth year.
• Company-paid professional coaching.
• Day-one 401(k) matching and matching on qualified student loan payments.
• Values-driven environment focused on improving financial outcomes, inclusion, collaboration, and simplifying financial services.

Hiring process

• Application review may take several weeks.
• Selected candidates complete three to four sets of meetings with future colleagues; a case study or technical assessment may be included.
• Hiring decisions typically take three to five weeks.