Finance & Revenue Operations Lead

Job not on LinkedIn

🔥 5 minutes ago

🇺🇸 United States – Remote

💵 $100k - $120k / year

⏰ Full Time

🟠 Senior

💹 Revenue Operations

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TaxGPT

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

🤝 B2B

💰 $4.6M Seed Round on 2025-02

Artificial Intelligence • SaaS • B2B

TaxGPT is an AI-powered tax platform that provides citation-backed answers to complex tax questions, autonomous tax preparation, proactive year‑round tax planning, and agent-based automation for tax and accounting firms, businesses, and individuals. The product suite includes an AI tax co‑pilot, source-backed tax research and memos, document analysis, client and workflow management, a state-by-state Tax Matrix, and integrations to sit inside existing software. TaxGPT positions itself as a secure SaaS solution for tax professionals and businesses aiming to automate research, preparation, and advisory workflows.

📋 Description

• Own revenue operations and financial reporting end to end • Work daily with sales leadership and partner closely with the CEO and CRO • Take ownership of internal systems and establish forecasting and reporting cadence • Build funnel and revenue reporting to identify deal acceleration, slowdowns, and drivers of wins • Run financial data behind internal dashboards, board reporting, and investor reporting • Serve as the team's go-to person for questions about revenue, billing, and financials • Own the revenue operating rhythm, including weekly pipeline reviews, coverage and conversion reporting, and board-reliable forecasting • Own HubSpot and Stripe end to end as systems of record, including architecture, lifecycle stages, routing, contract-to-invoice flow, and data standards • Own monthly revenue and billing reporting, ARR tracking, and internal and external financial reporting • Build self-serve dashboards and documented answers for Sales, CS, and leadership • Scale the team through AI-native automation using tools such as Clay and n8n • Unify product-led and sales-led funnels into one coherent lifecycle • Capture customer tax workflow insights from calls, CRM notes, usage, and billing data to improve pricing, product, and operations

🎯 Requirements

• 5+ years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase • Expert-level HubSpot and Stripe skills, including subscription and usage-based billing, invoicing, and connecting billing data to the CRM and ledger • Demonstrated success using AI tools and models to multiply a team's output, with good judgment about financial data • Experience building forecasting, planning, funnel, or financial reporting used by leadership, including board or investor reporting • Working knowledge of SaaS metrics and revenue recognition fundamentals • Ability to own revenue and finance systems and set an independent roadmap • Excellent analytical, organizational, and communication skills • Self-direction to drive adoption with minimal oversight and explain financial data plainly to non-finance teammates • Proficiency with Slack, Google Workspace, and Fathom • Preferred: experience building a RevOps or finance operations function from scratch • Preferred: SQL skills and experience with a BI tool • Preferred: familiarity with subscription analytics workflows and accounting systems • Preferred: exposure to PLG funnels and product usage data in a sales-assist motion • Preferred: experience building or evaluating AI agents, retrieval systems, or internal knowledge bases • CPA, Big 4, or consulting background is a plus, not required

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