Director, Revenue Operations

About Savvy Wealth:

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

Revenue Operations at Savvy is entering a new era. We’ve built the foundation: the CRM infrastructure, pipeline tooling, and early AI-native analytics layer. Now we need a leader who can elevate RevOps from an operational support function into a true strategic thought partner to the GTM organization.

In this role you will own the full revenue operations mandate from GTM strategy and planning to systems governance, sales process design, and post-sales operations. You will be the connective tissue between Sales, Marketing, Finance, and the Leadership Team translating data into decisions, and decisions into execution. You will manage a growing team of specialists and partner closely with Sales Leadership, Finance, and the executive team on a regular basis.

Responsibilities:

• Own the GTM strategy and planning layer across Sales and Marketing: revenue forecasting, capacity planning, quota setting, campaign performance attribution, and the Weekly Business Review narrative that connects it all for leadership

• Serve as the strategic link between Marketing and Sales by defining lead routing rules, SQO-to-close conversion standards, channel CAC reporting, and the feedback loops that ensure GTM investment translates to pipeline quality

• Govern the full GTM tech stack across CRM, marketing automation, enrichment, and analytics, including the HubSpot-Salesforce integration, data hygiene standards, and the architecture decisions that keep Sales and Marketing working from a single source of truth

• Partner with the AI and engineering teams to build proprietary internal tooling that increases throughput across the sales motions

• Define and enforce the rules of the game: pipeline stage governance, territory design, rules of engagement between Sales and Marketing, and the process frameworks that let the revenue org scale without breaking

• Own post-sales operations: onboarding handoffs, NRR and expansion pipeline tracking, tooling, and workflow automations

• Manage and develop a team of 3 RevOps specialists across marketing ops, sales ops, and post-sales operations.

Must have:

• 7+ years of experience in revenue operations, GTM strategy, or sales operations at a high-growth tech company and 2+ years managing direct reports

• Demonstrated ability to own the strategic narrative — you’ve presented revenue forecasts, pipeline analyses, and GTM recommendations to executive audiences and influenced decisions

• Deep Salesforce expertise and strong familiarity with the modern GTM tech stack (HubSpot, GTM tooling, BI tools, enrichment tools)

• Strong financial acumen: you can navigate comp plan mechanics, deal economics, and quota modeling without hand-holding from Finance

• A track record of building credibility with Sales and Marketing teams — you understand the revenue motion from the rep’s perspective, not just the ops perspective

• Experience with post-sales operations: onboarding, renewals, expansion pipeline tracking

• Hands-on experience with AI-native tooling, workflow automation, or GTM engineering

Nice to have:

• Background in management consulting, investment banking, or strategy with a track record translating that into operational execution

• Experience in wealth management, RIA, or financial advisor sales motions

• Experience in financial services, fintech, or a similarly complex, relationship-driven sales environment is a strong plus

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• 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)