Revenue Operations Lead

🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $115k - $135k / year

⏰ Full Time

🟠 Senior

💹 Revenue Operations

👻 Ghost score 0%

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Koyfin

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2016

💼 Consulting

📦 Logistics

💸 Finance

Consulting • Logistics • Finance

Koyfin is a modern investment research and analytics platform that provides investors, financial advisors, and institutional research teams with comprehensive market data, advanced charting, customizable dashboards, equity screening, macro models, transcripts, news, and client-ready reporting. Delivered as a cloud-based SaaS product, Koyfin aggregates global coverage across stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, macroeconomic data, and cryptocurrencies to help users analyze portfolios, discover opportunities, and make informed decisions.

📋 Description

• Report to the Head of Sales • Build the Revenue Operations function from scratch • Support existing AEs, newly hired SDRs, and the Head of Sales • Run tests, build reporting, and create efficient motions to reach aggressive goals • Own HubSpot administration, integrations, and data quality • Own and expand enrichment for new registrants and existing users • Define and document the funnel from lead to deal created, including the lead-scoring model • Build dashboards, reporting, and forecasting infrastructure • Own test-validation tooling for time-boxed motion tests • Create and iterate prospect-facing messaging across email and LinkedIn • Work with SDRs on targeting and sequencing • Own message performance, including reply rates and positive-reply definitions, as funnel inputs • Work alongside AEs and SDRs to identify what is working, iterate, and improve

🎯 Requirements

• 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics • Deep, hands-on HubSpot experience at the admin level, or equivalent depth in a comparable CRM • Experience owning CRM integrations and data architecture • Strong analytical skills • Ability to build funnel definitions, lead-scoring models, and forecasting from scratch without a data team • Experience writing and iterating outbound sales copy for email and LinkedIn, or directly overseeing it • Comfortable working in ambiguity and setting definitions and processes that do not currently exist • Fintech, financial data, or advisor-facing SaaS experience is a plus, not required

🏖️ Benefits

• Performance bonus of up to $25,000 per year tied to team pipeline and revenue goals, paid quarterly • Equity options • Medical, dental, and vision coverage for eligible US employees • Comprehensive benefits package • Flexible, fast-moving innovative environment • Impactful work with a small, talented team • Industry-leading financial analytics product • Equal opportunity employer committed to building a diverse and inclusive team