Potomac

Director of Go-to-Market Operations

Bethesda, MD · Director

Sponsorship not specifiedDetected 23 days ago

Project ManagementHubSpotCRMSalesForecastingAuditingLeadershipCommunicationProblem SolvingOrganizational Skills

About the role

The Opportunity At Potomac, we're not for everyone—and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen. We're a boutique tactical asset manager with a differentiated product that serves the independent
broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.

Lead Revenue Operations Strategy Serve as the firm's strategic RevOps leader, aligning people, process, technology, and data across the go-to-market organization.
Develop and execute a multi-year roadmap for revenue operations infrastructure, scalability, reporting, and automation.
Partner with executive leadership to identify operational opportunities that improve revenue growth, advisor engagement, and organizational efficiency.
Establish governance frameworks and operating rhythms that create accountability across the revenue organization.
Partner with technology and data teams to ensure data lake assets are actionable, accessible, and connected to sales and marketing workflows.
Translate data into operational insights that drive pipeline performance, advisor engagement, conversion optimization, and resource allocation.
Develop executive dashboards, KPI frameworks, forecasting tools, and performance reporting for senior leadership.
Own Marketing-to-Sales Workflow Management Design and optimize the end-to-end lead management process from marketing engagement through sales conversion.
Define and enforce lead routing, qualification criteria, handoffs, service-level agreements (SLAs), and follow-up expectations.
Create visibility into funnel performance and identify opportunities to improve conversion rates across every stage.

10+ years of experience in Revenue Operations, Go-To-Market Operations, Sales Operations, Marketing Operations, or a closely related field.
Deep HubSpot expertise, including administration, architecture, workflow automation, reporting, and governance.
Proven experience managing CRM data strategy, reporting infrastructure, and revenue analytics.
Experience creating and optimizing marketing-to-sales workflow management processes.
Experience working with enterprise data environments, business intelligence platforms, or data lake ecosystems.
Strong executive communication skills with the ability to influence cross-functional stakeholders.

Potomac is not your typical asset manager.
We cut through the industry BS with brutal transparency and an obsession with execution.
If you're looking for a slow pace and low volume, this isn't for you.
We attract people who think critically, communicate clearly, and execute with urgency.
People who care deeply about their work and don't need handholding to make things happen.
This role is responsible for ensuring that HubSpot and the broader revenue technology ecosystem are accurate, actionable, and aligned with business objectives
Sales and Marketing operate through coordinated and repeatable workflows
The Director of GTM Operations will serve as the strategic leader of Revenue Operations (RevOps), creating the infrastructure, governance, and operational discipline required to scale Potomac's distribution organization.

Medical insurance Vision insurance Dental insurance Health savings account option 401(k) & other retirement benefits Paid maternity leave Paid paternity leave Commuter benefits Disability insurance Paid time off

This listing is sourced directly from Potomac's careers page and normalized into a canonical job model.