Revenue Operations Lead

Koyfin•New York, NY

4d•$115,000 - $160,000

About The Position

Koyfin is a fast-growing fintech company building a powerful, analytics platform for financial advisors and individual investors. The company is seeking a Revenue Operations Lead to establish and build the Revenue Operations function from scratch. This role will report to the Head of Sales and will focus on improving the sales assist motion for existing registered users. The lead will be responsible for building systems, data infrastructure, and messaging to support the sales team, including Account Executives (AEs) and Sales Development Representatives (SDRs). This is a hands-on "builder" role focused on defining the sales funnel, lead-scoring model, reporting layer, and outbound messaging library. The company operates lean and expects ownership of outcomes. Koyfin has a significant user base with over 60,000 financial advisors and over 800,000 registered users.

Requirements

5–8+ years in Revenue Operations, Sales Operations, or GTM analytics.
Deep, hands-on HubSpot experience (admin-level) or equivalent depth in a comparable CRM.
Comfortable owning integrations and data architecture, not just reporting.
Strong analytical skills with the ability to build funnel definitions, lead-scoring models, and forecasting from scratch.
Experience writing and iterating outbound sales copy (email and LinkedIn), or directly overseeing it.
Comfortable in ambiguity, as this is a new function within a small sales organization.
Ability to set definitions and processes that do not currently exist.

Nice To Haves

Fintech, financial data, or advisor-facing SaaS experience.

Responsibilities

Own CRM, systems, and data, including full administration, integrations, and data quality of HubSpot.
Expand data enrichment for new registrants and existing users.
Define and document the sales funnel from lead to deal creation, including the lead-scoring model.
Build dashboards, reporting, and forecasting infrastructure to evaluate sales motion effectiveness.
Own test-validation tooling for time-boxed motion tests.
Create and iterate all prospect-facing messaging across email and LinkedIn, in collaboration with SDRs on targeting and sequencing.
Own message performance metrics (reply rates, positive-reply definition) as an input to funnel data.
Partner with AEs and SDRs daily to identify successes, iterate, and improve processes.