Clutch
Revenue Ops Lead
Job Details
About the Role: As a Revenue Operations Lead, you will be the strategic connector between Marketing, Sales, and Customer Success. You will design the systems, processes, and data engines that support predictable, efficient, and scalable revenue growth. This role blends analytical depth with strong business judgment. You will ensure our GTM teams operate from a single source of truth, our insights guide decisions, and our operations keep pace with a fast-scaling business. If you thrive in high-growth environments and know how to build structure where none exists, this is your arena. About the Team: You’ll join a mission-driven, fast-moving organization modernizing how credit unions serve their members. Our GTM teams operate with high ownership and tight collaboration across Marketing, Sales, Product, and Customer Success. As part of the Revenue Operations team, you will build the function from the ground up. You’ll create the systems, data foundations, and operational discipline that connect our GTM motion, eliminate friction, and support scalable, predictable growth. This is a foundational role with significant visibility and long-term impact. What You’ll Bring: 5-7+ years of experience in Revenue Operations, Sales Operations, or a related GTM operations function in B2B SaaS or fintech; Proven success leading cross-functional initiatives across marketing, sales, and customer success; Expertise with CRM systems (Salesforce preferred), analytics, and modern GTM tooling; Strong strategic thinking paired with the ability to dive deep into data and process details; Excellent communication and collaboration skills in fast-paced, high-growth environments; Experience building or scaling a RevOps function from the ground up is a strong plus.
Responsibilities
* Design the systems, processes, and data engines that support predictable, efficient, and scalable revenue growth. * Ensure GTM teams operate from a single source of truth, insights guide decisions, and operations keep pace with a fast-scaling business. * Develop a deep understanding of the revenue funnel, customer journey, and GTM motions. * Audit current tools, data flows, and operational gaps across Marketing, Sales, and CS. * Deliver a prioritized roadmap for systems, reporting, and process improvements. * Establish initial KPIs and dashboards to improve visibility and decision-making. * Implement scalable workflows and data structures across Salesforce and GTM tooling. * Build forecasting, pipeline analysis, and performance reporting for leadership. * Align revenue systems to create a single source of truth for the GTM organization. * Launch enablement programs and foundational playbooks for Marketing, Sales, and CS. * Fully own the end-to-end revenue engine and operational cadence. * Drive measurable improvements in conversion, retention, and forecasting accuracy. * Identify and resolve friction points across the customer journey to improve efficiency. * Serve as a strategic partner to executives, aligning operational execution with company goals.