Revenue Operations Lead

Koyfin

. Report to the Head of Sales .

Posted 9/29/2026full-timeRemote • United States, CanadaSenior💰 $115,000 - $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Revenue Operations, including HubSpot administration, CRM integrations, and data quality management. Capable of building reporting, forecasting infrastructure, and defining lead-scoring models to drive sales performance.

Highest-signal resume keywords

Revenue Operations ExperienceHubSpot AdministrationCRM IntegrationsAnalytical SkillsOutbound Sales Copywriting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue OperationsSales OperationsGTM AnalyticsLead-Scoring Model DevelopmentFunnel DefinitionForecastingData ArchitectureReportingDashboard CreationTest-Validation Tooling

Soft Skills

Comfortable Working in AmbiguityIterative ImprovementCollaboration with Sales Teams

Tools & Technologies

HubSpotCRM

Industry Keywords

FintechFinancial DataSaaS

About the role

Key responsibilities & impact

Report to the Head of Sales
Build the Revenue Operations function from scratch
Support existing AEs, newly hired SDRs, and the Head of Sales
Run tests, build reporting, and create efficient motions to reach aggressive goals
Own 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
Build dashboards, reporting, and forecasting infrastructure
Own test-validation tooling for time-boxed motion tests
Create and iterate prospect-facing messaging across email and LinkedIn
Work with SDRs on targeting and sequencing
Own message performance, including reply rates and positive-reply definitions, as funnel inputs
Work alongside AEs and SDRs to identify what is working, iterate, and improve

Requirements

What you’ll need

5–8+ years in Revenue Operations, Sales Operations, or GTM analytics
Deep, hands-on HubSpot experience at the admin level, or equivalent depth in a comparable CRM
Experience owning CRM integrations and data architecture
Strong analytical skills
Ability to build funnel definitions, lead-scoring models, and forecasting from scratch without a data team
Experience writing and iterating outbound sales copy for email and LinkedIn, or directly overseeing it
Comfortable working in ambiguity and setting definitions and processes that do not currently exist
Fintech, financial data, or advisor-facing SaaS experience is a plus, not required

Benefits

Comp & perks

Performance bonus of up to $25,000 per year tied to team pipeline and revenue goals, paid quarterly
Equity options
Medical, dental, and vision coverage for eligible US employees
Comprehensive benefits package
Flexible, fast-moving innovative environment
Impactful work with a small, talented team
Industry-leading financial analytics product
Equal opportunity employer committed to building a diverse and inclusive team