Director of Revenue Operations (Fintech)

Location: New York City, on-site daily; candidates may be located in or open to relocating to the listed location.

On-target earnings: $190K–$220K annually, plus equity and bonus.

Company

Financial technology company providing a platform that standardizes data, documents, and insights for private investments, serving banks, families, and financial institutions.

What you will do

• Own the Revenue Operations function and drive strategy and execution across Sales, Marketing, and Partnerships.
• Mentor and develop a team of 2–3 direct reports while building a collaborative RevOps culture.
• Partner with GTM, Finance, Operations, Product, and leadership teams on business strategy, alignment, and organizational scale.
• Own weekly, monthly, and quarterly GTM reporting and deliver accurate, actionable funnel insights.
• Administer and hirify.globalitect Salesforce and the broader GTM technology stack.
• Lead territory planning, account segmentation, target addressable market analysis, competitive account-list development, and sales-operations initiatives.

Requirements

• 7+ years of Revenue Operations experience with hands-on ownership of Salesforce, forecasting, GTM systems, analytics, and process design.
• Experience leading and managing high-performing RevOps or GTM Operations teams.
• Strong strategic thinking combined with willingness to execute detailed operational work.
• Deep understanding of GTM operations in a B2B SaaS or high-growth technology environment.
• Ability to build scalable reporting infrastructure and operational processes, with a strong analytical and systems-oriented mindset.
• Ability to work on-site at the New York City office or relocate to the listed location.

Nice to have

• Experience in financial services, fintech, wealth management, or alternative investments.
• Experience at a Series B or similarly high-growth startup.

Culture & Benefits

• In-person collaboration in a dedicated New York City office.
• High-impact work with direct involvement in product and company growth.
• Strong product-market fit, low churn, and predominantly organic growth.
• Collaborative team culture built on trust and mutual support.
• Office lunch provided.
• Equity and bonus opportunities included in the compensation package.