Revenue Operations Lead, Pinwheel

• 5+ years of experience in a Revenue Operations, Sales Operations, Marketing Operations, Strategy and/or Sales Leadership role in B2B SaaS environments
• Ability to lead through influence, working alongside organizational leadership (Sales, Finance, Marketing, Product Management, and Executive Team)
• Proven track record of leading change management, building aligned tooling and developing methods to measure and systemize Sales/CS KPIs for internal teams and customers
• Deep understanding of standard business practices related to Marketing & Sales Operations processes and systems
• Ability to be a player and a coach - comfortable rolling up your sleeves to implement tools, troubleshoot data issues, and tackle cross-functional issues preventing scaled growth
• Proficiency with Salesforce, Salesloft/Outreach, HubSpot, Zoominfo, etc
• Ability to thrive in a fast-paced, ambiguous environment with a high degree of autonomy
• Excellent communication skills, particularly with executive-level partners

• We are seeking an exceptional RevOps Lead to transform revenue operations from a supporting and reactive function, to an innovative, proactive and strategic driver of the business
• Reporting to the Head of Finance, with a dotted line into the Heads of Revenue and Marketing, you will work cross functionally to implement reporting processes for the analysis of performance metrics; collaborating directly with Marketing, Sales, Business Development, and Customer Success teams to align on strategy and design
• This role will drive revenue effectiveness by establishing measurable processes to improve efficiency across rapidly growing Go-To-Market (GTM) teams
• Provide strategic support to the GTM team in running and analyzing the pipeline, forecasts, retention methods, and current OKRs
• Communicate actionable insights to aid Revenue leadership in optimizing sales and enhancing retention
• Craft and execute innovative strategies that promote customer retention and growth, increase efficiencies, and most importantly, solve for the ultimate customer experience as we enter a new phase of growth
• Proactively recognize operational needs of our GTM team and build foundational systems, principles, processes and metrics to set the organization up for scale ($50-100mm+)
• Help support a strong enablement function that leads to improvements in Sales and CS productivity and new hire ramp time
• Lead the integration with Marketing to establish effective campaign execution, integrated lead flow management, and ongoing measurement and optimization/execution of our demand gen engine
• Partner with marketing to troubleshoot day-to-day breakdowns and inefficiencies in the integrated sales and marketing funnel and take ownership of leading resolutions through completion
• Partner with finance to drive KPI reporting for executive team/board, annual financial planning, segmentation, and go-to market plans & strategies
• Optimize sales and operational efficiency through innovative thinking, process improvement and sharing best practices across teams
• Partner with leadership to identify knowledge and skills gaps across the company through continuous needs assessments
• Establish and maintain operating cadence/rigor across all field functions to ensure the health of the business including forecast accuracy, funnel analysis, and pipeline management
• Own our revenue tech stack; ensuring we have the right systems, tools, prioritization, documentation and integrations to enable operational excellence across sales and marketing
• Manage GTM services and software relationships
• Ensure consistent definitions of key business metrics, clean data flow, and alignment on data architecture
• Support executive deliverables such as Board Reviews, Company All Hands, strategic planning, and more as needed

• Full medical, dental, and vision benefits
• 401K for retirement planning
• Paid parental leave
• Unlimited PTO
• Mentorship opportunities
• Free Citibike membership
• Team building initiatives
• Free mental health support
• Pet-friendly and snack-stocked office
• Pre-tax commuter benefits
• Hybrid-first work model

Total funding: $77m

Pinwheel builds an API that helps Neobanks access and modify their customers' payroll services. It's primarily focused on enabling easy direct-deposit switches in order to promote a fairer financial system for all.