Director, Revenue Operations

Wealth.com • Phoenix, AZ

3d • $180,000 - $220,000

About The Position

Wealth.com is building revenue infrastructure to scale. As our Director of Revenue Operations, GTM Systems, you will own the systems, data, and automation layer that powers how we acquire, convert, and retain clients. This is a builder and operator role. You will design the architecture, run the tooling, push AI-native workflows into production, and stay in the weeds on the day-to-day processes that keep the revenue engine running. You will work directly with sales, marketing, finance, and leadership. You will move fast, ship real things, and make the revenue engine materially better.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• Excellent medical, dental, and vision insurance options, with low-cost premium structures
• 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
• Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments
• Paid holidays
• Paid birthday off
• Free estate planning

What This Job Offers

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