Remote RevOps Lead — AI-Powered SaaS Finance

TaxGPT Inc.; United States; Remote; USD 100,000 - 120,000; Full time

Job summary

TaxGPT Inc. is seeking a Finance & Revenue Operations Lead to own systems, data, and rhythm behind the revenue engine. You will manage revenue ops, forecasting, and reporting, working with sales leadership and the CEO/CRO to build dashboards and board-ready insights.

The role demands ownership of internal systems, a clear cadence for forecasts, and the ability to align revenue data with finance, pricing, and product strategies. This is a builder role for a fast-growing SaaS company in the US.

Qualifications

• 5+ years in Revenue Operations, Sales Ops, Finance Ops, or GTM Eng in B2B SaaS.
• HubSpot and Stripe ownership including billing and ledger integration.
• Experience using AI tools to boost team output with prudent data handling.
• Built forecasting, planning, funnel, or financial reporting used by leadership.
• Knowledge of SaaS metrics and revenue recognition fundamentals.
• Able to own revenue and finance systems and align with sales, marketing and execs.
• Strong analytical, organizational and communication skills with self-direction.
• Proficiency with Slack, Google Workspace, and Fathom.

Responsibilities

• Own revenue operations and financial reporting end-to-end with sales leadership.
• Establish forecasting and reporting cadences; build funnel and revenue dashboards.
• Manage data behind dashboards, board and investor reporting.
• Be the go-to for revenue, billing, and financial questions across teams.
• Scale processes with automation and AI-native tools.
• Unify product-led and sales-led funnels in a single lifecycle.
• Capture customer tax workflow learnings to improve pricing, product, and ops.

Skills

Revenue ops

HubSpot

Stripe

AI tools

Forecasting

SaaS metrics

Data storytelling

Finance systems

Collaboration tools

Education

CPA / Big 4 background

Tools

SQL

BI tools

Slack

Google Workspace

Fathom

Job description

TaxGPT Inc. is seeking a Finance & Revenue Operations Lead to own systems, data, and rhythm behind the revenue engine. You will manage revenue ops, forecasting, and reporting, working with sales leadership and the CEO/CRO to build dashboards and board-ready insights.

The role demands ownership of internal systems, a clear cadence for forecasts, and the ability to align revenue data with finance, pricing, and product strategies. This is a builder role for a fast-growing SaaS company in the US.