Revenue Operations Specialist

9fin; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Private Health Insurance

Dental and Vision

Paid sick leave

Disability Insurance (New York)

Commuter Benefit

25 vacation days per year

Hybrid working model

Work abroad for up to 3 months a year

Sabbatical after 5 years

Parental leave

Job summary

9fin is seeking a Revenue Operations Specialist to support the sales lifecycle from opportunities to renewals. The role sits close to Sales and requires hands‑on data management in Salesforce, process improvement, and cross‑functional collaboration within Finance, Legal, and Customer Success.

You will help standardize processes, improve data quality, and provide analytics that drive faster, cleaner deals. This is a growth‑oriented role in a dynamic, remote‑friendly US team with in‑office

Qualifications

• This role requires 2–5 years in Revenue Operations or a similar role.
• Experience supporting sales processes including opportunity management and renewals.
• Familiarity with Salesforce or a similar CRM and data quality practices.
• Strong understanding of SaaS revenue metrics and deal structures.
• Detail oriented with strong analytical and cross‑functional collaboration skills.

Responsibilities

• Support end‑to‑end sales process: opportunities, quoting, renewals, amendments, and deal support.
• Act as the first point of contact for Sales on operational questions and troubleshoot issues.
• Review opportunities, quotes, and deal structures for accuracy and completeness.
• Maintain data quality in Salesforce, merge duplicates, and ensure correct hierarchies.
• Contribute to reporting and ad hoc analyses for the sales team.
• Collaborate with Finance, Legal, Customer Success, and Revenue Ops on deals.

Skills

Revenue Ops

Sales Ops

CRM knowledge

Analytical thinking

Communication skills

Tools

Salesforce

Job description

About 9fin

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion.

Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets.

Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best‑class retention driven by deep workflow adoption.

We’re at a defining inflection point. With proven product‑market fit and strong, global market pull, 9fin is accelerating toward becoming the category‑defining platform for debt markets worldwide.

The opportunity

We’re looking for a Revenue Operations Specialist to join our growing US team and help make it easier for our commercial teams to do their best work. This role has an in‑office requirement of 3 days a week.

You’ll sit close to Sales and be the person they turn to when something in the deal cycle isn’t clear — from opportunities and quotes to renewals, amendments, and the more unusual scenarios that don’t fit a template. You’ll troubleshoot issues, catch and fix mistakes before they cause problems downstream, and jump on calls with sellers when a deal needs a second pair of eyes in real time.

You’ll also help keep our commercial data clean and reliable in Salesforce — spotting and merging duplicates, keeping account hierarchies accurate, and helping shape the rules and processes that prevent these issues in the first place.

Beyond day‑to‑day deal support, you’ll spot the patterns in what Sales is asking for and feed those back as concrete process, tooling and enablement improvements. This is a hands‑on role, but one with real room to grow: as you build depth across Salesforce and our wider revenue tech stack, you’ll take on more analytical and strategic work — from reporting and systems projects to cross‑functional initiatives with Finance, Legal, Customer Success, and the wider Revenue Operations team.

It’s a great opportunity for someone who already has a solid foundation in RevOps or Sales Operations, enjoys being close to the commercial team, and wants to develop into a well‑rounded Revenue Operations professional.

What you’ll work on

• Support the end‑to‑end sales process, including opportunities, quoting, renewals, amendments, approvals, and deal support.

• Act as the first point of contact for Sales on operational questions, helping troubleshoot process and tooling issues and escalating where needed.

• Review opportunities, quotes, and deal structures for accuracy and completeness.

• Help maintain and improve data quality in Salesforce — identify and merge duplicate accounts and contacts, ensure correct account hierarchies, and contribute to validation rules, processes and enablement that prevent these issues at source.

• Apply a strong understanding of SaaS commercial concepts and metrics, including ARR, renewals, expansions, contractions, and deal deltas.

• Help running ad hoc reporting and analysis for the sales team

• Support standard and non‑standard commercial scenarios using established processes and approval frameworks.

• Collaborate with Finance, Legal, Customer Success, and the wider Revenue Operations team to help deals move efficiently.

• Identify recurring operational issues and contribute practical suggestions for process improvement.

• Maintain clear process documentation and support sales teams in understanding and following established workflows.
  

About You

• 2–5 years’ experience in Revenue Operations, Sales Operations, or a similar commercial operations role, ideally within a SaaS business.

• Experience supporting sales processes such as opportunity management, quoting, renewals, amendments, and deal execution.

• Strong familiarity with Salesforce or a similar CRM, with the confidence to navigate tools and investigate issues independently.

• A good understanding of SaaS revenue metrics and commercial deal structures.

• Strong attention to detail, analytical thinking, and problem‑solving skills.

• Clear communication skills and the ability to work effectively with Sales and cross‑functional teams.

• Comfortable working independently within established processes and knowing when to elevate.

Our benefits

We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

• Competitive Salary: $90,000 - $110,000

• 401(k) (9fin pay 3%, employee contributions are uncapped)

• Private Health Insurance, with Dental and Vision

• Paid sick leave

• Disability Insurance (New York)

• Commuter Benefit

Time off

• 25 vacation days per year

• Local public holiday

• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work

• Work abroad for up to 3 months a year

• 1 month paid sabbatical after 5 years of service

• Enhanced parental leave & flexible working arrangements available

Training & Culture

• Professional learning and development budget

• AI experimentation budget of $1,000 per employee to trial AI tools

• Bi‑annual team socials

• Summer and Winter company social events

9fin is an equal opportunities employer

At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.