GTM Operations Lead

Trading Technologies

. Own pipeline management, including stage definitions, exit criteria, and funnel hygiene standards .

Posted 9/23/2026full-timeChicago • Illinois • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales Operations and Revenue Operations with a strong focus on pipeline management, process design, and CRM governance. Proficient in Salesforce reporting, advanced Excel, and building executive-ready materials to support decision-making and operational efficiency.

Highest-signal resume keywords

Sales Operations ExperienceSalesforce ReportingProcess Design SkillsAdvanced ExcelB2B SaaS Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pipeline ManagementFunnel MappingStage-Gate CriteriaKPI Dashboard CreationForecastingSQLBI ToolsSalesforce AdministrationDocumentation MaintenancePerformance Review Management

Soft Skills

Attention to DetailAccountabilityAutonomyFacilitationCollaboration

Tools & Technologies

SalesforceTableauLookerPower BIExcelGoogle Sheets

Industry Keywords

Revenue OperationsGTM OperationsB2B SaaSConsulting BackgroundCommercial Policy Adherence

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Own pipeline management, including stage definitions, exit criteria, and funnel hygiene standards
Design and maintain lead-routing rules and SLAs across sales stages
Set CRM governance policies, required fields, stage gates, and process rules, partnering with the Revenue Systems Lead on technical build
Design and continuously improve sales processes and maintain documentation
Support customer lifecycle operations touchpoints for renewals and expansions with Customer Success
Own and run pipeline reviews, forecast calls, QBRs, board meetings, and performance reviews
Build and narrate KPI dashboards and executive reporting packages
Track cross-functional GTM initiatives to completion
Own the structure and calendar of recurring revenue operations meetings and drive decision velocity
Facilitate forecast call logistics, roll-ups, and manager submissions
Capture and consolidate forecast commitments during pipeline reviews
Flag material variances and pipeline risk to leadership
Partner with RevTech on CRM data and workflow requirements
Partner with Sales Enablement so process changes are supported by training
Support Finance and Deal Desk-adjacent needs involving commercial policy adherence

Requirements

What you’ll need

3–6 years in Sales Operations, Revenue Operations, or a related GTM operations role
Hands-on Salesforce reporting/dashboard experience
Strong process design skills, including funnel mapping, stage-gate criteria, and driving adoption
Advanced Excel/Sheets
Experience running recurring operating cadences, including pipeline reviews and QBRs
Experience building executive-ready materials
Comfortable holding representatives/managers accountable to process and meeting cadence
High level of autonomy and attention to detail
Bachelor's degree in Business, Finance, Economics, or equivalent experience
B2B SaaS industry experience (desirable)
Consulting background (desirable)
Salesforce administration experience (desirable)
SQL or a BI tool such as Tableau, Looker, or Power BI (desirable)

Benefits

Comp & perks

Medical, Dental, and Vision coverage
Group Life (GTL) and Group Income Protection (GIP) schemes
Pension contributions
Hybrid work: three days of in-office collaboration per week and two remote days
25 days of Paid Time Off (PTO) per year, with option to roll over unused days
One dedicated volunteering day per year
Two professional development days per year
Additional PTO day during milestone anniversary years
Paid holiday schedule with early dismissal
Generous parental leave for all parents, including adoptive parents
Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment
Milestone anniversary bonuses
Gym membership and health/wellness initiative subsidies, including discounted healthcare premiums, healthy meal delivery programs, or smoking cessation support
Collaborative, diverse, and inclusive culture