Strategy & Operations - GTM

The role

The Senior Revenue Operations Manager will be the primary operational partner to the sales team. You will own the operational layer including territory design, pipeline governance, data hygiene, analytics, and Salesforce infrastructure.

What you will do

• Own pipeline stage governance and CRM data hygiene end-to-end
• Define and maintain rules of engagement for lead ownership and routing logic
• Lead new tool assessments with a focus on AI-native GTM solutions
• Own the GTM analytics layer for the sales motion
• Maintain and iterate on the lead scoring model and list management
• Partner with sales management on call coaching
• Own territory design and maintenance as the AE team scales
• Collaborate with Finance on compensation calculations and attainment tracking
• Own Salesforce configuration and administration for the sales org
• Maintain data integrity across connected systems

Required qualifications

• 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
• Hands-on Salesforce experience including building flows, validation rules, and field architecture
• Strong analytical instincts
• Experience with territory design
• Track record of maintaining clean, enforced data standards
• Clear communicator

Nice to have

• Hands-on experience with AI tools or workflow automation in a GTM context
• Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools
• Background in wealth management, financial services, or a relationship-driven sales environment

Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options)
• Commuter, and HSA/FSA plans
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health) and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the company

Savvy is a registered investment advisor (RIA) that provides a modern, AI-native home for independent financial advisors. The company is a Series C firm with 170+ people.