Director, Revenue Operations

🕒 June 16

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $180k - $220k / year

⏰ Full Time

🔴 Lead

💹 Revenue Operations

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• 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 • Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves • 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 • Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use • Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack • Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management • Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team • Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership • Own the integrity of Salesforce including data standards, hygiene, object model, and governance • Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends • Partner with leadership to close gaps in the data model and improve attribution visibility • Automate manual data workflows to reduce errors and free up rep capacity

🎯 Requirements

• 4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company • Deep Salesforce proficiency. You build reports, manage objects, and diagnose data issues independently • Gong expertise. You configure trackers, build scorecards, and extract deal and coaching intelligence • Demonstrated experience building automations and integrating systems across a multi-tool GTM stack • Strong communication. You can translate technical architecture for sales reps and executives equally. • Experience with DealHub, Outreach, ChiliPiper, and/or Qualified • Background deploying AI-assisted workflows in a sales or revenue context • 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.

🏖️ 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 insurance • 100% paid parental leave upon eligibility • Company equity managed through Carta • 401k with match and 100% vesting upon hire • Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does. • Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year. • Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. • Free estate planning!