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Revenue Strategy & Operations

Savvy Wealth· Marketing
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Hybrid (NYC Office)$154k - $195kFull-timePosted 5mo ago

About the role

Revenue Operations at Savvy is entering a new era. Built foundation includes CRM infrastructure, pipeline tooling, and an AI-native analytics layer. The Senior Revenue Operations Manager will own the operational layer end-to-end for the sales motion, partnering Closest with AEs, SDRs, and sales leadership to design and enforce processes, data hygiene, analytics, and Salesforce infrastructure to scale the GTM organization.

Responsibilities

  • Own pipeline stage governance and CRM data hygiene end-to-end: define stage definitions and entry/exit criteria, build enforcement mechanisms in Salesforce, and drive toward 95% hygiene adherence. Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with sales leadership
  • Lead new tool assessments with a focus on AI-native GTM solutions: evaluate the landscape, build and test AI-native workflows and agents, make structured recommendations, and implement what gets approved
  • Own the GTM analytics layer for the sales motion: build and maintain pipeline and win rate analysis (SQO-to-close conversion by AE, segment, and period), real-time revenue dashboards with ARR and deal metrics, and ad hoc analyses for sales leadership and RevOps. Contribute to WBR and QBR data preparation
  • Maintain and iterate on the lead scoring model and list management for SDRs, support SDR capacity modeling, and partner with marketing ops on the lead enrichment pipeline (Clay, Fintrix, SignalHire) and routing SLAs
  • Partner with sales management on call coaching: maintain the SDR/AE call transcription and rubric scoring system, surface patterns and insights that help managers identify coaching opportunities
  • Own territory design and maintenance as the AE team scales from 10 to 30+: model geographic coverage, define account carving and pod structure, resolve conflicts, and keep territory aligned with the growth plan. Collaborate with Finance on compensation calculations and attainment tracking
  • Own Salesforce configuration and administration for the sales org: field architecture, flows, page layouts, validation rules, and process automation. Maintain data integrity across connected systems (HubSpot, Savvy CRM, PandaDoc, BigQuery, Zapier) and own the roadmap for what gets built and in what order

Qualifications

  • 5+ years in Revenue Operations, Sales Operations, or a closely related function at a high-growth tech company
  • Strong track record of partnering with sales teams and enabling adoption of processes
  • Hands-on Salesforce experience: built flows, validation rules, and field architecture
  • Strong analytical instincts with experience building usable dashboards and models
  • Experience with territory design and maintaining clean, enforced data standards
  • Clear communicator who can translate ops complexity into actionable insights for sales reps and executives

Skills

Required:CRM governance and data hygieneSalesforce administrationGTM analytics & dashboardsTerritory design

Benefits

  • Competitive salary and equity package
  • Relocation package to NYC office
  • Unlimited PTO + paid company holidays
  • Medical, dental, and vision plans
  • Company 401(k) with Mega backdoor Roth options, Commuter, and HSA/FSA
  • NYC office in Union Square
  • Lunch and snacks; dinner if staying late
  • Access to virtual mental health care and health concierge
  • Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (WorkLifeMatters)
Last updated Oct 14, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

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