Director of Revenue Strategy & Operations (Fintech)

Location: Hybrid, NYC office in Manhattan

Company

hirify.global is a Series B AI-native wealth management company providing independent financial advisors with a technology platform, client portal, marketing support, investment management, and client services.

What you will do

• Own GTM strategy and planning across Marketing, Sales, and Post Sales, including forecasting, capacity planning, quota setting, campaign attribution, and Weekly Business Review narratives.
• Define lead routing, SQO-to-close standards, CAC reporting, and feedback loops between Marketing and Sales.
• Govern the GTM technology stack, including CRM, marketing automation, enrichment, analytics, and the HubSpot-Salesforce integration.
• Partner with AI and engineering teams to build internal tooling and workflow automation for sales motions.
• Establish pipeline governance, territory design, sales and marketing engagement rules, and scalable revenue processes.
• Own post-sales operations and manage three specialists across marketing operations, sales operations, and post-sales operations.

Requirements

• 8+ years of experience in revenue operations, GTM strategy, or sales operations at a high-growth technology company.
• 2+ years of experience managing direct reports.
• Experience presenting revenue forecasts, pipeline analyses, and GTM recommendations to executive audiences.
• Deep Salesforce expertise and familiarity with HubSpot, BI, enrichment, and other modern GTM tools.
• Strong financial acumen, including compensation plans, deal economics, and quota modeling.
• Experience with post-sales operations and AI-native tooling, workflow automation, or GTM engineering.

Nice to have

• Background in management consulting, investment banking, or strategy with operational execution experience.
• Experience in wealth management, registered investment advisors, financial services, fintech, or relationship-driven sales environments.

Culture & Benefits

• Competitive salary and equity package.
• Unlimited PTO and paid company holidays.
• Medical, dental, vision, 401(k), commuter, and HSA/FSA plans.
• NYC office with lunch and snacks provided.
• Virtual mental health care, health concierge services, and employee assistance counseling.