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Savvy is a Series B fintech company reinventing wealth management for independent financial advisors. The company provides a modern, AI-native platform and business-in-a-box service to advisors, enabling them to scale without managing back-office operations. With $105M in funding, 150+ employees, and 500%+ YoY growth, Savvy is backed by top-tier investors including Thrive Capital and Index Ventures.
As Senior Revenue Operations Manager, you will be the primary operational partner to the sales team, owning the revenue operations function end-to-end. You'll sit closest to Account Executives, SDRs, and sales leadership, translating business needs into systems, data, and processes that drive the sales motion.
Key responsibilities include:
- Own pipeline stage governance and CRM data hygiene: define stage definitions and entry/exit criteria, build Salesforce enforcement mechanisms, and drive toward 95% hygiene adherence. Establish rules of engagement for lead ownership, nurture policies, and routing logic.
- Lead AI-native GTM tool assessments: evaluate emerging solutions, build and test AI-native workflows and agents, and implement approved tools.
- Build and maintain the GTM analytics layer: create pipeline and win rate analysis by AE, segment, and period; develop real-time revenue dashboards with ARR and deal metrics; support WBR and QBR data preparation.
- Maintain lead scoring models and SDR list management: support capacity modeling and partner with marketing ops on lead enrichment and routing SLAs.
- Partner on sales coaching: maintain call transcription and rubric scoring systems, surface coaching insights for managers.
- Own territory design and maintenance: model geographic coverage, define account carving and pod structure, and align territories with growth plans as the AE team scales from 10 to 30+.
- Manage Salesforce administration: configure fields, flows, validation rules, page layouts, and process automation. Maintain data integrity across HubSpot, Savvy CRM, PandaDoc, BigQuery, and Zapier.
Required qualifications: 5+ years in Revenue Operations or Sales Operations at high-growth tech companies; proven ability to partner with sales teams and drive adoption; hands-on Salesforce expertise (flows, validation rules, field architecture); strong analytical skills; territory design experience; excellent communication.
Nice-to-have: AI tools or workflow automation experience in GTM; familiarity with HubSpot, Clay, or similar tools; wealth management or financial services background.
