Director of Revenue Operations, Wealth.com

• 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

Desirable

• As our Director of Revenue Operations, GTM Systems, you will own the systems, data, and automation layer that powers how we acquire, convert, and retain clients
• This is a builder and operator role. You will design the architecture, run the tooling, push AI-native workflows into production, and stay in the weeds on the day-to-day processes that keep the revenue engine running
• You will work directly with sales, marketing, finance, and leadership. You will move fast, ship real things, and make the revenue engine materially better
• 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
• What Success Looks Like
• In your first 90 days, you will have audited the current stack and deal processes, mapped the gaps, and shipped your first automation that saves measurable rep time
• Within six months, our AI-assisted workflows will be live, deal turnaround times will be faster, pricing exceptions will be tracked and governed, and Salesforce data will be trusted across the organization
• This role requires both the strategic eye to design the right systems and the hands-on discipline to keep them running. You will own both