Wealth.com

1 month ago

Director, Revenue Operations

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Director of Revenue Operations leading GTM systems, data, and automation to optimize how we acquire, convert, and retain clients; responsible for architecture, tooling, and AI-native workflows across Salesforce, Gong, DealHub, and more, in collaboration with Sales, Marketing, and Finance.

Location: Phoenix

Workplace: Remote

Employment Type: Full time

Job Function: Revenue Operations (RevOps)

Seniority: Director level

Key Responsibilities

•Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them
•Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems
•Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
•Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified
•Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts
•Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use
•Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
•Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management
•Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team
•Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
•Own the integrity of Salesforce including data standards, hygiene, object model, and governance
•Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
•Partner with leadership to close gaps in the data model and improve attribution visibility
•Automate manual data workflows to reduce errors and free up rep capacity

Pay and Benefits

Salary: USD 180,000 - 220,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kEquityPaid LeaveParental LeaveLife InsuranceDisabilityRemote Work

Key Requirements

•4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
•Deep Salesforce proficiency; you build reports, manage objects, and diagnose data issues independently
•Gong expertise; you configure trackers, build scorecards, and extract deal and coaching intelligence
•Demonstrated experience building automations and integrating systems across a multi-tool GTM stack
•Strong communication; you can translate technical architecture for sales reps and executives equally

Experience:4-8 yearsFintechWealth management

Skills:CommunicationLeadershipProblem-solving

Tech Stack:SalesforceGongDealHubOutreachChiliPiperQualifiedAISalesforce EinsteinLookerOmniBI toolsCarta

Company Brief

Wealth.com

Operates an online wealth management platform providing digital investment management, financial planning tools, and portfolio services to retail and high-net-worth clients, aiming to simplify investing and personalize financial advice through technology.

Industry: Wealth Management

Website

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Wealth.com

1 month ago

Director, Revenue Operations

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: Phoenix

Workplace: Remote

Employment Type: Full time

Job Function: Revenue Operations (RevOps)

Seniority: Director level

Key Responsibilities

•Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them
•Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems
•Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
•Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified
•Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts
•Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use
•Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
•Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management
•Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team
•Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
•Own the integrity of Salesforce including data standards, hygiene, object model, and governance
•Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
•Partner with leadership to close gaps in the data model and improve attribution visibility
•Automate manual data workflows to reduce errors and free up rep capacity

Pay and Benefits

Salary: USD 180,000 - 220,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kEquityPaid LeaveParental LeaveLife InsuranceDisabilityRemote Work

Key Requirements

•4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
•Deep Salesforce proficiency; you build reports, manage objects, and diagnose data issues independently
•Gong expertise; you configure trackers, build scorecards, and extract deal and coaching intelligence
•Demonstrated experience building automations and integrating systems across a multi-tool GTM stack
•Strong communication; you can translate technical architecture for sales reps and executives equally

Experience:4-8 yearsFintechWealth management

Skills:CommunicationLeadershipProblem-solving

Tech Stack:SalesforceGongDealHubOutreachChiliPiperQualifiedAISalesforce EinsteinLookerOmniBI toolsCarta

Company Brief

Wealth.com

Industry: Wealth Management

Website