Revenue Operations Lead

The role

You will build the Revenue Operations function from scratch by developing systems, data, and messaging infrastructure. You will support AEs, SDRs, and the Head of Sales to improve the sales assist motion.

What you will do

• Full ownership of 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
• Own message performance as an input to funnel data
• Work alongside AEs and SDRs to identify and improve what is working

Required qualifications

• 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics
• Deep, hands-on HubSpot experience (admin-level) or equivalent depth in a comparable CRM
• Ability to own integrations and data architecture
• Strong analytical skills to build funnel definitions, lead-scoring models, and forecasting from scratch
• Experience writing and iterating outbound sales copy (email and LinkedIn), or directly overseeing it
• Comfortable in ambiguity

Nice to have

• Fintech, financial data, or advisor-facing SaaS experience

Benefits

• Competitive salary
• Equity options
• Comprehensive benefits package

Before you apply

• Hiring process typically includes an HR conversation, role-specific interviews, and a final discussion with leadership

About the company

Koyfin is a fast growing fintech company building an analytics platform used by financial advisors and individual investors. It is a product-led growth platform used by over 60,000 financial advisors and over 800,000 registered users.