Lead Revenue Operations (f/m/d)

LIQID Investments GmbH; Berlin; Vor Ort; EUR 90.000 - 125.000; Vollzeit

Benefits dieser Stelle

Diversity & inclusion

Flexible work options

€1,500 development budget

MacBook & equipment provided

Lunch allowance

Health & wellbeing programs

Zusammenfassung

LIQID is seeking a Lead Revenue Operations expert to own our commercial operations from Berlin, unifying Sales, Relationship Management, Marketing, Finance, Tech, and Product. You will build a scalable, data-driven revenue engine and drive efficiency across the organization.

Requirements include 5+ years in Revenue/Sales Ops, strong German and English communication, HubSpot mastery, and a track record in forecasting and operational infrastructure growth.

Qualifikationen

• 5+ years in Revenue Ops or Sales Ops in advisory/relationship-driven models (Wealth/Fintech or SaaS).
• Structured, ownership-driven communication in German and English.
• Deep CRM and funnel expertise, especially HubSpot; experience with automation tools and performance monitoring.
• Strong knowledge of KPIs, dashboards, data visuals, and process mapping; analytics background helpful.
• Proven track record in forecast modelling and maintaining forecast accuracy during scaling.
• Cross-functional collaboration across Marketing, Sales, Relationship Management and Leadership; drive change with data standards.
• First leadership experience and ambition to lead a small team as the org grows.

Aufgaben

• Design and continuously improve sales and relationship management processes, funnels, KPIs, and data governance.
• Own the commercial toolkit including CRM data model, object structure, workflows, permissions, and AI integration.
• Drive automation and system optimization (CRM, automation, VOIP, BI).
• Assess funnel performance with Marketing and enable growth with required data/infrastructure.
• Lead end-to-end revenue forecasting with methodology, cadence, model maintenance, and clear recommendations.
• Define target/portfolio allocation and transparency on client economics (churn, expansions, inflows/outflows).
• Collaborate with Marketing and Finance with Product and Tech to remove blockers.

Kenntnisse

HubSpot CRM

German & English fluency

Funnel metrics

Data governance

Forecasting

Cross-functional collaboration

Data visualization

Tools

Automation tools

CRM config & workflows

Jobbeschreibung

Your Role

We’re looking for a Lead Revenue Operations (f/m/d) to take ownership of our commercial operations and help drive our revenue engine. You’ll work at the intersection of Sales, Relationship Management, Marketing, Finance, Tech and Product with a clear mission: to build a scalable, data-driven commercial infrastructure that fuels growth and efficiency at LIQID.

What Will Keep You Challenged?

• Design, implement and continuously improve sales & relationship management processes, funnels, KPIs and reports and own data governance for the revenue organization: a single authoritative definition for every commercial KPI, data quality standards and their enforcement.

• Act as functional owner of the commercial toolkit incl. CRM (data model, object structure, field logic, workflows, permissions and AI-integration)

• Drive operational excellence and change through automation and system optimization (CRM, automation, VOIP, BI etc.).

• Assess funnel performance and attribution jointly with Marketing, including each channel's contribution to closed business, and enable growth initiatives with the data and infrastructure they require.

• Drive the revenue forecast end to end—methodology, cadence, model maintenance and accountability for forecast accuracy—and turn data into recommendations for the management team: risks, opportunities and trend breaks, with a clear point of view.

• Design and maintain how targets and client portfolios are allocated across the commercial team—customer segmentation, coverage segments, assignment rules and individual targets—and create transparency on existing-client economics: churn, portfolio expansion, and net inflows and outflows.

• Collaborate deeply across Marketing and Finance teams with regular touch points in Product and Tech, removing blockers and elevating the commercial execution engine.

What You Bring

• 5+ years' experience in Revenue Ops, Sales Ops or similar roles, ideally in advisory-led, relationship-driven commercial models such as Wealth/Fintech, or SaaS environments

• Clear communicator with a structured, ownership-driven, and pragmatic working style (full professional fluency required in both German and English)

• Deep sales funnel and CRM expertise, especially HubSpot, plus practical experience with commercial tool stacks, (workflow) automation tools and process performance monitoring

• Strong grasp of sales KPIs, funnel metrics, dashboard building, data visualization and process mapping; an analytically trained background is a strong plus (for example: consulting, controlling or FP&A)

• Proven track record building forecast models and owning forecast accuracy over time, and building commercial operating infrastructure in a scaling organization

• Operative mindset with cross-functional collaboration experience across Marketing, Sales, Relationship Management and the Management team: you steer change processes successfully without formal authority and hold sales and relationship management leadership accountable to process and data standards

• First leadership experience, functional or disciplinary, and the ambition to take on a small team as the revenue organization grows.
  

What We Offer

• Diversity: Flat hierarchies and cultural openness make you an integral part of our diverse team of international talents from day one.

• Flexibility: We don’t complicate your life. You’ll find the right balance with flexible work models, working hours, and remote work options. 28 days of vacation and two additional days off on December 24 and 31 ensure you have ample time to unwind.

• Appreciation: You’ll help shape the future of digital wealth management with us in an innovative, multi-award-winning company on a growth trajectory, with high market relevance and plenty of space for your ideas.

• Development: We support your personal and professional growth with an annual development budget of €1,500. Additionally, at the start of your tenure at LIQID, you’ll receive high-quality equipment, including a MacBook, headphones, and a display.

• Smart Money: As a LIQIDian, you'll enjoy attractive terms for our investment strategies, a monthly lunch allowance, and exclusive discounts with various providers.

• Well-being: Regional organic products keep you fit in the office, and our health initiatives or Health Assistance Program go far beyond that.

What Happens Next

• Introductory call: A short conversation with one of our recruiters to get to know you and share more about the role and team.

• Interview with the hiring manager: A more profound discussion about your experience, leadership style, and operational expertise.

• Case study: A practical task based on a real revenue operations challenge, followed by a joint discussion of your approach and recommendations.

• Meet the team: Visit our Berlin office to get to know the people you will work closely with and get a real sense of our culture, ways of working, and shared ambition.

About Us

We are LIQID, one of the fastest-growing fintechs in Europe. Our purpose is to provide creators, entrepreneurs, and thinkers shaping our future with access to the same opportunities as the world’s most successful investors while balancing the demands of people, planet, and profit.

We offer our clients financial peace of mind through exceptional, curated investment solutions: ranging from the world’s best private equity and venture funds to award-winning wealth management solutions. All delivered via an intuitive digital experience with outstanding personal support. With over €3.8 billion in assets, we are backed by leading investors from the digital, private equity, and wealth management space, including LGT, Toscafund, HQ Trust, and Project A.

LIQID is an equal opportunity employer. All qualified applications are considered without regard to race, age, religion, gender, ethnic or national origin, disability, or any other characteristic protected by applicable equal opportunity laws.