Director of GTM Operations & Revenue Engine

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed hand holding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquartered in Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

We are seeking a Director of Go-To-Market Operations (GTM Ops) to own the systems, data, processes, and enablement that power Potomac’s revenue engine.

This role is responsible for ensuring that Hub Spot is accurate and actionable; sales and marketing operate in a coordinated and repeatable way, and new products and campaigns launch cleanly and consistently. You will serve as the connective tissue between Sales and Marketing—building the infrastructure that drives execution, visibility, and accountability across the funnel.

This is a hands-on, high-accountability role focused on precision, ownership, and continuous improvement; this is not a passive support role.

Own the Revenue Operating System (Hub Spot & Tech Stack)

• Own architecture, administration, and governance of Hub Spot as the firm’s system of record
• Build and maintain workflows, pipelines, automations, and integrations across revenue systems
• Ensure the CRM reflects reality—clean, structured, and reliable data across all stages of the funnel

Drive Data Integrity & Reporting

• Establish and enforce data standards, required fields, and lifecycle definitions
• Maintain data quality through imports, normalization, deduplication, and ongoing QA processes
• Deliver consistent, leadership-ready dashboards for pipeline, activity, and conversion performance

Operationalize Product & Campaign Launches

• Build repeatable launch playbooks that include CRM configuration, workflows, reporting, and sales enablement
• Ensure every product, campaign, and event is operationally ready and measurable at launch
• Coordinate cross-functional readiness across Sales, Marketing, and Product teams.

Own Sales Enablement & Training Infrastructure

• Design and manage a consistent onboarding and training experience for all sales roles
• Create SOPs, playbooks, and training materials that standardize how the team uses Hub Spot and executes outreach
• Drive adoption and accountability by reinforcing best practices and auditing usage regularly.

Be the Glue Between Sales & Marketing

• Define and enforce handoffs between marketing activity and sales execution (lead routing, follow-up expectations, SLAs)
• Align campaigns, lists, and messaging with sales workflows and pipeline strategy
• Create ongoing feedback loops to ensure both teams operate as one cohesive unit.

Continuously Improve the System

• Identify process gaps and eliminate friction across the sales and marketing workflow
• Build scalable, repeatable systems that reduce reliance on manual processes and tribal knowledge
• Own the ongoing evolution of the firm’s revenue operations engine.

• A systems thinker who can see how people, process, and technology connect
• Detail-oriented with a bias toward accuracy, structure, and accountability
• Able to operate independently while driving cross-functional alignment
• Comfortable holding teams accountable to process without creating friction
• Highly organized with the ability to manage multiple moving initiatives simultaneously.

• 5–10+ years of experience in Revenue Operations, Sales Operations, or a closely related role
• Deep hands-on experience with Hub Spot (admin-level expertise required)
• Proven experience managing CRM data integrity, workflows, and reporting
• Experience building or scaling sales processes, enablement programs, or GTM infrastructure
• Strong analytical and problem-solving skills with a focus on execution.

• Experience in asset management, financial services, or advisor-focused distribution models
• Experience integrating CRM systems with marketing automation, event platforms, or data systems
• Familiarity with FINTRX or similar advisor data platforms
• Experience building training programs or onboarding systems for sales teams.

• Establish Hub Spot as a clean, reliable, and trusted system of record across the organization
• Improve sales execution consistency through standardized processes and training
• Ensure all product and campaign launches are operationally sound and measurable
• Align Sales and Marketing into a single, coordinated go-to-market engine
• Build a scalable Rev Ops infrastructure that supports continued growth.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.