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Finch · 3 months ago

Revenue Operations Lead

San Francisco, New York City

Full-time

Hybrid

Mid, Senior Level

$136K/yr - $149K/yr

3+ years exp

Finch is on a mission to empower innovators to connect with the global employment ecosystem. The Revenue Operations Lead will be responsible for ensuring the operational backbone of Finch's go-to-market engine runs seamlessly while building toward a more strategic RevOps function.

Developer APIsDeveloper ToolsEmployee BenefitsHuman Resources

Responsibilities

Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity

Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance

Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place

Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow

Design process automation for AE → AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing

Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance

Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time

Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy

Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights