Revenue Operations Manager

Savvy Wealth•New York, NY

44d•Onsite

About The Position

We’re looking for a versatile, systems-minded Revenue Operations Manager to power our post-sale engine from advisor onboarding to Advisor Success and expansion efforts. You’ll partner with our Head of RevOps, Head of Advisor Success, Finance, and other leaders to design, optimize, and scale the workflows, data, and controls that deliver value to our Advisor Experience Managers and end customers. You’ll work across our GTM and CS tech stack (e.g., Salesforce, CLM/e-signature, workflow automation) to design and implement innovative solutions. You’ll also be working closely with our Head of New Products to help design a Sales process to bring new products to market for our existing advisors.

Requirements

3+ years in RevOps/CS Ops/Onboarding Ops in B2B SaaS/fintech or similar high-compliance environment
Strong Salesforce skills (objects, flows, reporting). Exposure to CLM/CPQ and e-signature (e.g., PandaDoc) preferred
Comfort with automation (Make/n8n/Zapier), light scripting/ETL, and data hygiene practices.
Strong analytical skills and fluency in Google Sheets / Excel; SQL a plus
Familiarity with Salesforce, Zapier, and data enrichment tools
Clear communicator with a bias for action and learning
Ability to thrive in a startup environment: adaptable, curious, and self-directed

Nice To Haves

Proven chops building post-sale processes (onboarding, implementations, CS handoffs, payouts/billing).
Analytical communicator: you translate messy workflows into crisp dashboards, SLAs, and runbooks.
Scripting or coding experience (Python or Javascript)
Experience in financial services or fintech
Experience with consumption-based pricing models or strategies
Prior work on go-to-market data infrastructure or analytics

Responsibilities

Own the onboarding operating system. Map and optimize the end-to-end advisor onboarding journey from signature to payout and expansion
Unify data & tooling. Drive a single source of truth for post-sale data in Salesforce (and adjacent systems).
Workflow automation. Build and maintain automations for document collection, task orchestration, status alerts, and milestone tracking (e.g., Salesforce flows + Make/n8n/Zapier).
Contracting & payouts support. Partner with Deal Desk/Finance on CLM/CPQ workflows, compensation/payout accuracy, and exception handling; design guardrails that reduce rework.
Capacity & queue management. Stand up simple, visible queues and dashboards for onboarding throughput, aging, and blockers; balance work across internal and external resources.
Enablement & runbooks. Create playbooks, definitions of done, and “one-pager” how-tos so Onboarding and Advisor Success teams can move fast without creating process debt.
Insights & reporting. Ship executive-ready dashboards highlighting impact of projects and initiatives
Cross-functional glue. Run light cadences (weekly stand-up, monthly review) and drive decision logs so Finance, Legal, Compliance, and Advisor Success stay aligned.

Benefits

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to best in class medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (Tilt)
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)

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