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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and financial modeling skills, with a focus on developing pricing strategies and automating commercial processes. Proven ability to lead teams, communicate effectively with executives, and navigate complex, fast-paced environments.
Highest-signal resume keywords
Revenue Operations LeadershipFinancial Modeling SkillsCommercial AcumenTeam Management ExperienceAI-Enabled Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData AnalysisSpreadsheet ModelingPricing Strategy DevelopmentCost-to-Serve AnalysisForecastingCommercial Terms UnderstandingDeal Structure KnowledgeAutomation ImplementationAI-Generated Output Validation
Soft Skills
Clear CommunicationCoaching and FeedbackConflict ResolutionAdaptability to AmbiguityRelentless Follow-Through
Tools & Technologies
AI-Enabled WorkflowsAutomation ToolsDeal Desk SystemsReporting ToolsCommercial Process Tools
Industry Keywords
FintechFinancial ServicesLendingBankingCredit Unions
About the role
Key responsibilities & impact- Lead the Revenue Operations team
- Act as an operating partner to senior leaders across Sales, Marketing, Customer Success, Implementation, People, and Finance
- Own shared business definitions, data, and processes for commercial teams
- Develop partnership strategies, commercial models, and pricing and margin guidance
- Coach the RevOps team, set priorities, and establish team rhythms
- Learn the revenue funnel, customer lifecycle, and commercial team workflows
- Deliver client-level margin and cost-to-serve analysis
- Develop pricing and packaging recommendations for revenue leadership
- Identify and automate manual, repetitive commercial processes using AI
- Stand up a deal desk with approval workflows, pricing and discount guardrails, and standard commercial terms
- Pressure-test Sales and Marketing plans for monthly business reviews and address risks
- Build processes, tooling, and automation aligned with business outcomes
- Launch AI-enabled workflows and automations that reduce manual reporting and reconciliation
- Establish processes, tooling, and automation that operate without direct supervision
- Develop self-serve AI-enabled tooling with measurable time savings
Requirements
What you’ll need- 5-8 years of total experience combining consulting or banking with time as an operator inside a company
- Experience managing people, coaching individual contributors, giving direct feedback, making talent decisions, and building team rhythms
- Startup experience in a fast-moving environment where structure had to be built
- Strong analytical and financial modeling skills, including forecasting
- Ability to build spreadsheet models from scratch and validate AI-generated outputs
- Data-first and self-sufficient approach; comfort working with raw data
- Commercial acumen, including commercial terms, pricing, discounting, margin, and deal structure
- Clear communication with executives and cross-functional partners
- Comfort with ambiguity and competing priorities
- Relentless follow-through
- Ability to challenge constructively, surface problems early, and resolve cross-team conflict
- Industry experience in fintech, financial services, lending, banking, or credit unions is a nice-to-have
- Legally authorized to work in the United States
Benefits
Comp & perks- Remote work from anywhere
- Twice-yearly off-sites
- Flexible PTO days
- Stock options
- Home office setup budget
- Work-related trip and co-working budget
- Comprehensive health and dental insurance plans