Director, Revenue Operations

Savvy Wealth • New York, NY

1d • Onsite

About The Position

Savvy Wealth is a wealth management company aiming to modernize the industry with a digital-first platform. The company has achieved significant growth, surpassing $5.1 billion in AUM in less than three years and growing over 600% in the last 18 months. Savvy has raised over $105M from prominent investors and its team comprises experienced professionals from leading tech companies. The company is entering a new phase of rapid expansion and is seeking to scale its product offering and revenue.

The Director, Revenue Operations role is crucial for Savvy's growth. The company has established the foundational elements of RevOps, including CRM infrastructure, pipeline tooling, and an AI-native analytics layer. The new leader will be responsible for elevating RevOps from an operational support function to a strategic partner for the Go-To-Market (GTM) organization. This role will encompass the full revenue operations mandate, from GTM strategy and planning to systems governance, sales process design, and post-sales operations. The Director will act as a liaison between Sales, Marketing, Finance, and the Leadership Team, translating data into actionable decisions and overseeing their execution. The position involves managing a growing team of specialists and close collaboration with Sales Leadership, Finance, and the executive team.

Requirements

• 7+ years of experience in revenue operations, GTM strategy, or sales operations at a high-growth tech company
• 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

Nice To Haves

• Background in management consulting, investment banking, or strategy with a track record translating that into operational execution
• Experience in wealth management, RIA, or financial advisor sales motions
• Experience in financial services, fintech, or a similarly complex, relationship-driven sales environment is a strong plus

Responsibilities

• 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.

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed