Revenue Operations Lead, Pinwheel
$170-190k
Plus equity
API for payroll connectivity
Open for applications
API for payroll connectivity
21-100 employees
Open for applications
$170-190k
Plus equity
21-100 employees
Company mission
To help financial institutions win and keep customers by delivering flawless customer experiences.
Role
Who you are
- 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
What the job involves
- 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
Our take
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.
Pinwheel is laser-focused on perfecting UX and product integration in this area, which has won the company coverage of over 70% of paid Americans, and nearly half of all Neobank direct-deposit switches. This secure market position will help it comfortably expand its client services into other API offerings like income verification.
As the US begins to competitively adopt the Open Banking methods already popular in the EU, Pinwheel has made some strategic partnerships, including Lumin Digital and Bankjoy. These collaborations are driving increased account activation and deposit growth for financial institutions, positioning Pinwheel as a key player in Open Banking methods.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jan 2022
$50m
SERIES B
Jun 2021
$20m
SERIES A
Total funding: $77m
Company benefits
- 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
Company HQ
Kips Bay, New York, NY
Leadership
Kurtis Lin
(Co-Founder & CEO)Having studied at the University of California, Kurtis worked for UBS for a year before roles at Idean and Luxe as a General Manager for 2 years. After a year as Head of Business Operations at Volvo, he co-founded Pinwheel in July 2018, where he has served as CEO since.
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