Senior Revenue Operations Manager

savvy; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Equity package

Unlimited PTO

Medical benefits

401(k) & HSA/FSA

NYC office

Lunch in office

Mental health care access

EAP access

Job summary

Savvy is seeking a Senior Revenue Operations Manager to partner with the sales team and own the technical foundation for RevOps. You’ll manage territory design, pipeline governance, data hygiene, analytics, and the Salesforce stack to support scaling from 10 to 30+ AEs, SDRs, and sales leadership.

You’ll collaborate with finance on compensation, drive data quality, and deliver dashboards and real-time metrics to inform leadership.

Qualifications

• 5+ years in Revenue Operations or Sales Ops at a high-growth tech company
• Strong track record partnering with sales teams and driving adoption of process changes
• Hands-on Salesforce experience: flows, validation rules, field architecture
• Strong analytical instincts with dashboards and models for sales leadership
• Experience with territory design and maintaining clean data standards
• Clear communicator who translates ops complexity into actionable insights

Responsibilities

• Own pipeline stage governance and CRM data hygiene end-to-end with defined entry/exit criteria
• Lead evaluations of AI-native GTM tools and implement approved workflows
• Own GTM analytics layer: pipeline, win rate analyses, real-time dashboards, and ad hoc reports
• Maintain lead scoring, SDR capacity modeling, and lead enrichment routing SLAs
• Partner with sales management on call coaching and assessment of coaching opportunities
• Own territory design and maintenance as the AE team scales, align with growth plans and compensation tracking
• Own Salesforce configuration and admin tasks across the sales stack and ensure data integrity across connected systems

Skills

Revenue Operations

Salesforce

Data Analytics

Sales Enablement

Territory Design

Dashboards

Tools

HubSpot

Clay

PandaDoc

BigQuery

Job description

About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York (2026)

• Great Place to Work Certified

The Role:

Revenue Operations at Savvy is entering a new era. We've built the foundation: the CRM infrastructure, pipeline tooling, and an early AI-native analytics layer. Now we need a sharp, technical operator to take ownership of that foundation and scale it.

As Senior Revenue Operations Manager, you'll be the primary operational partner to our sales team. You'll sit closest to our AEs, SDRs, and sales leadership of anyone on the RevOps team, translating what the business needs into the systems, data, and processes that make the sales motion work. This means owning the operational layer end-to-end: territory design, pipeline governance, data hygiene, analytics, and the Salesforce infrastructure that holds it all together. You'll be expected to move fast, earn trust with the sales org, and build things that last.

Responsibilities:

• Own pipeline stage governance and CRM data hygiene end-to-end: define stage definitions and entry/exit criteria, build enforcement mechanisms in Salesforce, and drive toward 95% hygiene adherence. Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with sales leadership

• Lead new tool assessments with a focus on AI-native GTM solutions: evaluate the landscape, build and test AI-native workflows and agents, make structured recommendations, and implement what gets approved

• Own the GTM analytics layer for the sales motion: build and maintain pipeline and win rate analysis (SQO-to-close conversion by AE, segment, and period), real-time revenue dashboards with ARR and deal metrics, and ad hoc analyses for sales leadership and RevOps. Contribute to WBR and QBR data preparation

• Maintain and iterate on the lead scoring model and list management for SDRs, support SDR capacity modeling, and partner with marketing ops on the lead enrichment pipeline (Clay, Fintrix, SignalHire) and routing SLAs

• Partner with sales management on call coaching: maintain the SDR/AE call transcription and rubric scoring system, surface patterns and insights that help managers identify coaching opportunities

• Own territory design and maintenance as the AE team scales from 10 to 30+: model geographic coverage, define account carving and pod structure, resolve conflicts, and keep territory aligned with the growth plan. Collaborate with Finance on compensation calculations and attainment tracking

• Own Salesforce configuration and administration for the sales org: field architecture, flows, page layouts, validation rules, and process automation. Maintain data integrity across connected systems (HubSpot, Savvy CRM, PandaDoc, BigQuery, Zapier) and own the roadmap for what gets built and in what order

Must Have:

• 5+ years in Revenue Operations, Sales Operations, or a closely related function at a high-growth tech company

• Strong track record of partnering with sales teams: you've built trust with AEs and sales leadership, you understand the motion from the rep's perspective, and you know how to get process changes adopted without creating friction

• Hands-on Salesforce experience: you've built flows, validation rules, and field architecture, not just pulled reports. You understand how design decisions compound over time

• Strong analytical instincts: you find data quality problems before they become business problems, and you build dashboards and models that sales leaders can actually use

• Experience with territory design and a track record of maintaining clean, enforced data standards

• Clear communicator who can translate ops complexity into something a sales rep or exec can act on

Nice to Have:

• Hands-on experience with AI tools or workflow automation in a GTM context; genuine curiosity about what's coming and a track record of experimenting

• Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools

• Background in wealth management, financial services, or a relationship-driven sales environment

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)