GTM Operations Lead

RevOps Report; New York (NY); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Hybrid in-office collaboration 3 days/

Remote work flexibility

25 days PTO per year

Volunteer day

Professional development days

Gym membership subsidies

Generous holiday schedule

Job summary

Trading Technologies is seeking a GTM Operations Lead to own pipeline management, lead routing, funnel design, and CRM governance. You will run the operating rhythm with pipeline reviews, forecast calls, QBRs/MBRs, and executive reporting to support revenue leadership.

You'll contribute to forecast accuracy through disciplined cadence and clean pipeline inputs, collaborating with RevTech and Sales Enablement to optimize processes and outcomes.

Qualifications

• 3–6 years in Sales Operations, Revenue Operations, or related GTM ops role.
• Hands-on Salesforce reporting/dashboard experience.
• Strong design skills: map funnel, write stage-gate criteria, drive adoption.
• Advanced Excel/Sheets proficiency.
• Experience running recurring operating cadences (pipeline reviews, QBRs) and producing executive materials.

Responsibilities

• Own pipeline management: define stages, exit criteria, hygiene across funnel.
• Design and maintain lead routing rules and SLAs across sales stages.
• Set CRM governance policy with the Revenue Systems Lead.
• Design and continually improve sales process; retire non-value steps.
• Support customer lifecycle touchpoints (renewal/expansion) with Customer Success.
• Own and run the Revenue Operations cadence: pipeline reviews, forecast calls, QBRs, board reporting.
• Build and narrate KPI dashboards and executive reports.
• Track cross-functional GTM initiatives to completion.
• Manage recurring revenue operations meetings calendar and drive decision velocity.
• Forecasting as a shared responsibility; facilitate logistics and rollups.
• Capture forecast commitments during pipeline reviews.
• Flag variances and risks; deep modeling sits outside core scope.
• Partner with RevTech on CRM data/workflow; collaborate with Sales Enablement.

Skills

Sales Ops

Revenue Ops

Salesforce reporting

Process design

Excel/Sheets

Forecasting cadence

Accountability

Autonomy

Education

Bachelor's degree in Business, Finance, Economics, or equivalent

Tools

Tableau

Looker

Power BI

SQL

Job description

About The Team

Revenue Operations is a lean team: this role owns GTM Operations and the revenue operating rhythm. This role is the connective tissue that keeps the GTM engine running on a disciplined cadence.

Description

About This Role

Revenue Operations is a lean team: this role owns GTM Operations and the revenue operating rhythm. This role is the connective tissue that keeps the GTM engine running on a disciplined cadence.

Role Summary

We're looking for a GTM Operations Lead to own GTM Operations — pipeline management, lead routing, funnel design, CRM governance from a process standpoint, and sales process design — and to run the operating rhythm that keeps revenue leadership aligned: pipeline reviews, forecast calls, QBRs/MBRs, and executive/board reporting. You'll contribute to the team's forecast accuracy through disciplined cadence and clean pipeline inputs.

What success looks like

• Pipeline coverage ratio and stage conversion rates trending in the right direction
• Meeting effectiveness / decision velocity in pipeline reviews and QBRs
• Initiative completion rate on GTM operations projects
• Forecast call consistency and timeliness, contributing to overall team forecast accuracy

Key Responsibilities

• GTM Operations Own pipeline management: stage definitions, exit criteria, and hygiene standards across the funnel (lead opportunity close expansion renewals)
• Design and maintain lead routing rules and SLAs across sales stages
• Set CRM governance policy — required fields, stage gates, process rules — partnering with the Revenue Systems Lead, who owns the technical build
• Design and continuously improve sales process; retire steps that don't add value and maintain documentation
• Support customer lifecycle operations touchpoints (renewal/expansion handoffs) as needed with Customer Success
• Operating Rhythm (Revenue Programs & Cadence) Own and run the recurring cadence: pipeline reviews, forecast calls, QBRs, board meetings, performance review
• Build and narrate KPI dashboards and executive reporting packages
• Track cross-functional GTM initiatives to completion
• Own the structure and calendar of recurring revenue operations meetings; drive decision velocity, not just attendance
• Forecasting (shared responsibility) Facilitate forecast call logistics, rollups, and manager submissions, contributing to team-wide forecast accuracy owned by the Head of Revenue Operations
• Capture and consolidate forecast commitments during pipeline reviews
• Flag material variances and pipeline risk to leadership; deep accuracy modeling sits outside this role's core scope
• Cross-functional partnership Partner with the RevTech Lead on CRM data and workflow requirements
• Partner with the Sales Enablement Lead so process changes land with training
• Support Finance and Deal Desk-adjacent needs (commercial policy adherence) as they arise

Skills, Knowledge and Expertise

• Essential 3-6 years in Sales Operations, Revenue Operations, or a related GTM operations role
• Hands-on Salesforce reporting/dashboard experience
• Strong process design skills — comfortable mapping a funnel, writing stage-gate criteria, and driving adoption
• Advanced Excel/Sheets
• Experience running recurring operating cadences (pipeline reviews, QBRs) and building executive-ready materials
• Comfortable holding reps/managers accountable to process and meeting cadence
• High level of Autonomy and attention to details
• Bachelor's degree in Business, Finance, Economics, or equivalent experience
• Desirable B2B SaaS industry experience
• Consulting background
• Salesforce administration experience
• SQL or a BI tool (Tableau, Looker, Power BI)

Benefits

We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Health & Financial Security:

• Medical, Dental, and Vision coverage
• Group Life (GTL) and Group Income Protection (GIP) schemes
• Pension contributions
• Time Off & Flexibility:
• Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
• 25 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
• One dedicated day per year for volunteering.
• Two professional development days per year to allow uninterrupted professional development.
• An additional PTO day added during milestone anniversary years.
• Robust paid holiday schedule with early dismissal.
• Generous parental leave for all parents (including adoptive parents).
• Work-Life Support & Resources:
• Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
• Milestone anniversary bonuses
• Wellness & Lifestyle Perks:
• Subsidy contributions toward gym memberships and health/wellness initiatives (including discounted healthcare premiums, healthy meal delivery programs, or smoking cessation support).
• Our Culture:

Forward-thinking, culture-based organization with collaborative teams that promote diversity and inclusion.

About Trading Technologies

Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers "multi-X" solutions, with "X" representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.

Trading Technologies is backed by leading global investment firms Thoma Bravo, one of the world’s largest and most experienced software investors, and 7Ridge, a global growth equity firm focused on technology-enabled businesses. This investment supports Trading Technologies’ continued focus on product innovation, platform scalability, and long-term growth for customers and partners worldwide.

• Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information, parental status, veteran, or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.

Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company’s award-winning TT platform connects to the world’s major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world’s leading sell-side institutions, buy-side firms, and exchanges. The company’s blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT’s technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies’ global client base through the TT ecosystem.