Strategy & Operations – GTM

Savvy Wealth

. Own pipeline stage governance and CRM data hygiene end-to-end, including stage definitions, entry/exit criteria, Salesforce enforcement mechanisms, and 95% hygiene adherence .

Posted 11/10/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $154,000 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue Operations and Sales Operations with a strong focus on Salesforce configuration, data hygiene, and analytics. Capable of translating complex operational processes into actionable insights for sales teams while maintaining data integrity across multiple platforms.

Highest-signal resume keywords

Salesforce ConfigurationRevenue OperationsData Hygiene ManagementGTM AnalyticsTerritory Design

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce FlowsValidation RulesField ArchitectureDashboard CreationData Standards MaintenanceAI Tools ExperienceWorkflow AutomationLead ScoringCapacity ModelingCompensation Calculations

Soft Skills

Analytical InstinctsTrust BuildingCollaborationCommunication

Tools & Technologies

HubSpotSavvy CRMPandaDocBigQueryZapier

Industry Keywords

High-Growth Tech CompanyWealth ManagementFinancial ServicesRelationship-Driven Sales

Tech Stack

Tools & technologies

BigQuery

About the role

Key responsibilities & impact

Own pipeline stage governance and CRM data hygiene end-to-end, including stage definitions, entry/exit criteria, Salesforce enforcement mechanisms, and 95% hygiene adherence
Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic with sales leadership
Lead assessments of AI-native GTM tools, build and test workflows and agents, make recommendations, and implement approved solutions
Own GTM analytics for the sales motion, including pipeline and win-rate analysis, revenue dashboards, ARR and deal metrics, and ad hoc sales leadership analyses
Contribute to WBR and QBR data preparation
Maintain and iterate on lead scoring and SDR list management
Support SDR capacity modeling and partner with marketing operations on lead enrichment and routing SLAs
Maintain the SDR/AE call transcription and rubric scoring system and surface coaching insights
Own territory design and maintenance as the AE team scales from 10 to 30+; model geographic coverage, account carving, pod structure, conflict resolution, and alignment with the growth plan
Collaborate with Finance on compensation calculations and attainment tracking
Own Salesforce configuration and administration, including field architecture, flows, page layouts, validation rules, and process automation
Maintain data integrity across HubSpot, Savvy CRM, PandaDoc, BigQuery, and Zapier
Own the roadmap for operational systems and implementations

Requirements

What you’ll need

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 and earning trust with AEs and sales leadership
Hands-on Salesforce experience, including flows, validation rules, and field architecture
Strong analytical instincts and experience building usable dashboards and models
Experience with territory design
Track record of maintaining clean, enforced data standards
Ability to translate operations complexity into actionable information for sales representatives and executives
Hands-on experience with AI tools or workflow automation in a GTM context is nice to have
Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools is nice to have
Background in wealth management, financial services, or a relationship-driven sales environment is nice to have
Able to work 4 days per week in the Manhattan office
Must be authorized to work in the United States or address current employment authorization and sponsorship needs

Benefits

Comp & perks

Competitive salary and equity package
Generous relocation package to help top talent make the move to the NYC office
Unlimited PTO
Paid company holidays
Holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office
Dinner if you stay late
Virtual mental health care through Spring Health
Health concierge through Rightway
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP