Finance & Revenue Operations Lead

TaxGPT Inc.•US - Remote,

3d•$120,000 - $144,000•Remote

About The Position

TaxGPT is seeking a Finance & Revenue Operations Lead to own the systems, data, and operating rhythm behind its revenue engine. The role supports a fast-growing business with both sales-led and self-serve motions, creating a unified view of revenue across business systems and accounting records, reliable forecasts, and automation that helps a lean team operate efficiently. The lead will own revenue operations and financial reporting end to end, work daily with sales leadership, and partner closely with the CEO and CRO. Early priorities include taking ownership of internal systems, establishing forecasting and reporting cadences, and building funnel and revenue reporting to show deal progression and performance. The role also manages financial data for internal dashboards and board and investor reporting, and serves as a go-to resource for questions about revenue, billing, and financials. This is a builder role with substantial ownership. The systems designed by the role will shape how TaxGPT sells, reports, and learns. Success includes owning the revenue operating rhythm and HubSpot and Stripe, maintaining revenue and billing reporting and shared metric definitions, providing useful dashboards and documented answers, scaling operations through automation and AI-native tools, unifying product-led and sales-led funnels, and turning customer workflow insights into improvements across pricing, product, and operations.

Requirements

At least 5 years of experience in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase.
Expert-level HubSpot and Stripe skills, including ownership of an instance and experience with subscription and usage-based billing, invoicing, and connecting billing data to the CRM and ledger.
Demonstrated success using AI tools and models to increase team output, with sound judgment about use of AI with financial data.
Experience building forecasting, planning, funnel, or financial reporting used by leadership, including board or investor reporting.
Working knowledge of SaaS metrics and revenue-recognition fundamentals.
Ability to own revenue and finance systems, set a roadmap, and work effectively with sales leaders, marketing, and founders.
Excellent analytical, organizational, and communication skills, including self-direction, driving adoption with minimal oversight, and explaining financial data clearly to non-finance teammates.
Proficiency with collaboration tools such as Slack, Google Workspace, and Fathom.

Nice To Haves

Experience building a RevOps or finance operations function from scratch.
SQL skills and experience with a BI tool.
Familiarity with subscription analytics workflows and accounting systems.
Exposure to PLG funnels and product usage data in a sales-assist motion.
Experience building or evaluating AI agents, retrieval systems, or internal knowledge bases.
CPA, Big 4, or consulting background.

Responsibilities

Own revenue operations and financial reporting end to end.
Take ownership of internal systems and establish forecasting and reporting cadences.
Build funnel and revenue reporting that identifies where deals accelerate or slow and what drives wins.
Manage financial data for internal dashboards and board and investor reporting.
Serve as the team's go-to resource for questions about revenue, billing, and financials.
Run weekly pipeline reviews with sales leadership and provide coverage, conversion, and board-reliable forecast reporting.
Own HubSpot and Stripe architecture, lifecycle stages, routing, contract-to-invoice flow, and data standards.
Produce monthly revenue and billing reporting and track ARR, with clear internal and external financial reporting and shared metric definitions.
Build self-serve dashboards and provide fast, well-documented answers to Sales, Customer Success, and leadership.
Scale team capacity through automation, including enrichment, routing, renewal triggers, and reconciliations using AI-native tools such as Clay and n8n.
Unify product-led and sales-led funnels so signups, hand-raisers, and outbound prospects follow a coherent lifecycle.
Capture customer tax-workflow insights from calls, CRM notes, usage data, and billing data, and use them to improve pricing, product, and operations.