Strategy & Operations - GTM
About The Position
Savvy Wealth is a registered investment advisor partnering with experienced financial advisors and providing them with a technology platform, marketing, investment management, and client-services support. The company is scaling its Revenue Operations function and seeks a technical operator to take ownership of and expand its CRM infrastructure, pipeline tooling, and analytics capabilities. The Senior Revenue Operations Manager will be the primary operational partner to the sales team, working closely with AEs, SDRs, and sales leadership. The role translates business needs into the systems, data, and processes that support the sales motion, including territory design, pipeline governance, data hygiene, analytics, and Salesforce infrastructure. The successful candidate will move quickly, build trust with the sales organization, and create durable operational systems.
Requirements
- At least 5 years of experience in Revenue Operations, Sales Operations, or a closely related function at a high-growth technology company.
- Demonstrated ability to partner with sales teams, build trust with AEs and sales leadership, understand the sales motion from the representative's perspective, and drive adoption of process changes without unnecessary friction.
- Hands-on Salesforce experience building flows, validation rules, and field architecture; experience limited to reporting is insufficient.
- Strong analytical instincts, including identifying data-quality problems and building useful dashboards and models for sales leaders.
- Experience with territory design and maintaining clean, enforced data standards.
- Clear communication skills, including the ability to translate operational complexity into actionable information for sales representatives and executives.
Nice To Haves
- Hands-on experience with AI tools or workflow automation in a GTM context, curiosity about emerging tools, and a track record of experimentation.
- Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools.
- Background in wealth management, financial services, or a relationship-driven sales environment.
Responsibilities
- Own pipeline stage governance and CRM data hygiene, including stage definitions, entry and exit criteria, Salesforce enforcement mechanisms, and progress toward 95% hygiene adherence.
- Define and maintain lead-ownership, nurture, and routing rules in partnership with sales leadership.
- Assess new tools, especially AI-native GTM solutions; evaluate options, build and test workflows and agents, make structured recommendations, and implement approved solutions.
- Own sales-motion GTM analytics, including pipeline and win-rate analysis, real-time revenue dashboards, and ad hoc analyses for sales leadership and Revenue Operations; contribute to WBR and QBR data preparation.
- Maintain and iterate on the lead-scoring model and SDR list management, support SDR capacity modeling, and partner with Marketing Operations on lead enrichment and routing SLAs.
- Partner with sales management on call coaching by maintaining the SDR/AE call-transcription and rubric-scoring system and surfacing coaching insights.
- Design and maintain territories as the AE team scales, including geographic coverage, account carving, pod structure, conflict resolution, and alignment with the growth plan.
- Collaborate with Finance on compensation calculations and attainment tracking.
- Own Salesforce configuration and administration for the sales organization, including field architecture, flows, page layouts, validation rules, and process automation.
- Maintain data integrity across connected systems, including HubSpot, Savvy CRM, PandaDoc, BigQuery, and Zapier, and own the roadmap for development priorities.
Benefits
- Competitive salary and equity package.
- Generous relocation package for talent moving to the NYC office.
- Unlimited PTO and paid company holidays.
- Medical, dental, and vision plans.
- Company 401(k), including Mega backdoor Roth options.
- Commuter benefits and HSA/FSA plans.
- NYC office in Union Square.
- Lunch and snacks in the office, and dinner for employees who stay late.
- Virtual mental health care through Spring Health and a health concierge through Rightway.
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
