Wealth Com
Director, Revenue Operations
Phoenix, AZ · Director
Sponsorship not specifiedDetected 36 days ago
Data VisualizationLLMsSalesforceSalesLeadershipMentoring
About the role
- You will work directly with sales, marketing, finance, and leadership.
- You will move fast, ship real things, and make the revenue engine materially better.
Responsibilities
- By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart.
- As our Director of Revenue Operations, GTM Systems, you will own the systems, data, and automation layer that powers how we acquire, convert, and retain clients.
- You will design the architecture, run the tooling, push AI-native workflows into production, and stay in the weeds on the day-to-day processes that keep the revenue engine running.
- 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
- 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
Requirements
- 4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
- Deep Salesforce proficiency.
- You can translate technical architecture for sales reps and executives equally
- Experience with DealHub, Outreach, ChiliPiper, and/or Qualified
- Familiarity with BI tools (Omni, Looker, or similar)
- Experience in fintech, or wealth management
- Track record of leading tool rollouts and driving adoption with the sales team
Skills
- Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
- Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
- Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
- Automate manual data workflows to reduce errors and free up rep capacity
Benefits
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays-and yes, your birthday counts too.
- Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
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This listing is sourced directly from Wealth Com's careers page and normalized into a canonical job model.