Revenue Operations Lead

Social Leverage LLC; Northern (KY); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) matching

Job summary

Koyfin is a fast-growing fintech company delivering an analytics platform used by financial advisors and individual investors. Reporting to the Head of Sales, this builder role will define funnel, lead scoring, and messaging infrastructure, and own HubSpot, integrations, and data quality to drive scalable GTM motion.

You will work closely with AEs and SDRs to test, report, and iterate—own messaging end-to-end, from prospecting emails to LinkedIn sequences—and contribute to an efficient,

Qualifications

• 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics.
• Deep, hands-on HubSpot experience (admin-level) or equivalent depth in a comparable CRM.
• Strong analytical skills with ability to build funnel definitions, lead-scoring models, and forecasting from scratch.

Responsibilities

• Own Full ownership of HubSpot: administration, integrations, and data quality.
• Define and document the funnel from lead to deal created, including the lead-scoring model.
• Build dashboards, reporting, and forecasting infrastructure for the org.
• Own test-validation tooling for time-boxed motion tests and messaging across email/LinkedIn.

Skills

HubSpot

CRM data architecture

Lead scoring

Forecasting

Outbound messaging

SQL

Tools

HubSpot

LinkedIn

Job description

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.

Our impact so far:

• One of the fastest-growing platforms for financial advisors, driven by product-led growth
• Recognized by users as a top-rated investment solution on G2
• Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry

Reporting to the Head of Sales, this is a from-scratch build. Koyfin has over 60,000 financial advisors using the platform, and over 800,000 registered users. Koyfin is standing up a Revenue Operations function for the first time to help the sales team improve the sales assist motion to the existing registered users. You’ll be working directly with the Head of Sales to build the systems, data, and messaging infrastructure the rest of the org runs on. We are looking for someone to support existing AEs, newly hired SDRs and the Head of Sales to run tests, build reporting and create efficiently run motions to reach out aggressive goals.

This is a builder role, not a maintainer role. You'll be defining: a funnel, a lead-scoring model, a reporting layer, an outbound message library that does not yet exist, in a company that runs lean and expects you to own outcomes.

What you'll own

CRM, systems & data (foundational)

Full ownership of HubSpot: administration, integrations, and data quality

Own and expand enrichment for new registrants and existing users

Define and document the funnel from lead to deal created, including the lead-scoring model

Reporting & analytics

Build the dashboards, reporting, and forecasting infrastructure the org uses to judge whether a motion is working

Own test-validation tooling for time-boxed motion tests

Create and iterate all prospect-facing messaging across email and LinkedIn, working in tandem with the SDRs on targeting and sequencing

Own message performance (reply rates, positive-reply definition) as an input to the funnel data above

Partnership & process

Work alongside AEs and SDRs day to day to identify what’s working, iterate and improve

What we're looking for

5–8+ years in Revenue Operations, Sales Operations, or GTM analytics

Deep, hands‑on HubSpot experience (admin-level) or equivalent depth in a comparable CRM; comfortable owning integrations and data architecture, not just reporting on top of them (there is a full engineering team available on an as-needed basis)

Strong analytical skills with ability to build funnel definitions, lead‑scoring models, and forecasting from scratch, without a data team behind you

Experience writing and iterating outbound sales copy (email and LinkedIn), or directly overseeing it, since this role owns messaging end to end here, not just the systems around it

Comfortable in ambiguity: this is a two-person function (you and the Head of Sales) inside a five-person sales org, and you'll be setting definitions and processes that don't currently exist

Fintech, financial data, or advisor-facing SaaS experience a plus, not required

Why Join Koyfin

Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.

Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.

Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.

Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.

Industry‑Leading Product: Join a company with an industry‑leading product that is disrupting the financial analytics space through a product‑led growth sales motion.

Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.

Our hiring process is thoughtful and efficient, typically including an HR conversation, role‑specific interviews, and a final discussion with leadership.

Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.

Yes, you can work from anywhere.

We are a remote‑first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.

What is your recruitment process?

The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.

How should I prepare for the recruitment process?

We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview.

It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.

Should I have previous experience in FinTech or Investments?

We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.

Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.

Do you offer a 401k?

Yes, we offer 401(k) contributions and company matching.

What is the culture like in Koyfin?

Koyfin is a small, scrappy startup with a big impact. We value swift and effective action. Below is a list of our values, which are crucial to us, and we aim to reflect them in everyone at Koyfin:

• Customer First
• Humility & Respect
• Teamwork
• Continuous Improvement
• GSD