Revenue Operations Lead

About This Role

About Vouch

Vouch is the insurance broker that powers ambition.

We’re a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.

Backed by over $200M from world-class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.

Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We’re a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values-driven company. Our values are "Be Client Obsessed", "Own it together", "Act with integrity and empathy", "Stay Curious and Grow", and "Empower People".

Vouch has employees located across the U.S., with offices in San Francisco, Chicago, and New York City. This role is aligned with our Chicago office. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.

Own the operational layer for Horizon's revenue lifecycle.

• Your job isn't to run reports on behalf of leadership; it's to ensure the process layer is clear, consistent, and instrumented well enough that a high-performing advisory team can execute without friction or ambiguity.
• Design and maintain Horizon's GTM workflows and lifecycle stage model — how opportunities move through Salesforce, how accounts transition between teams and service tiers, and how each stage is consistently defined and executed
• Run and prepare Horizon pipeline reviews: enforcing hygiene standards ahead of each review, applying stage definitions consistently, and ensuring the data in the room reflects actual deal status
• Attend Horizon leadership meetings and team-level results reviews as an active operational partner — surfacing where process and execution are out of sync, and distinguishing behavioral issues (addressed through enablement) from design issues (addressed through redesign)
• Shadow licensed advisors and account managers regularly to understand how the process actually functions on the ground: where it creates friction, where shortcuts emerge, and where documented workflows diverge from actual behavior
• Provide direct, diagnostic, collaborative feedback to Horizon managers on process adherence, data quality gaps, and workflow breakdowns
• Maintain a running view of process and data capture improvement opportunities within Horizon and contribute them to the Rev Ops team's quarterly process improvement roadmap

Vouch's Salesforce Financial Services Cloud instance is recently launched and actively being built out.

• This role is central to that work on the Horizon side — not just defining requirements for others to build, but actively shaping what gets built and relentlessly looking for what should come next.
• Define the field-level rules, lifecycle stages, routing logic, and workflow states that accurately reflect how Horizon operates — and translate those into clear requirements for your tech and product counterparts to build
• Ensure data capture standards are understood and followed so that what lives in Salesforce reflects operational reality
• Identify where manual processes can move toward system-driven execution; maintain a clear view of what's manual today, what should be automated next, and what is blocking that transition
• Partner with the Director of Rev Ops on any changes to lifecycle definitions, data standards, or system configuration that affect how the business is measured or how GTM teams are…