Sales Strategy & Operations Lead

What You’ll Do

Sales Strategy & Process Optimization

• Design and optimize scalable sales processes across SDR, AE, and marketing teams to improve productivity and performance.

• Partner with Sales leadership to shape GTM strategy, forecasting, and sales structure.

• Manage Rules of Engagement, territories, account reviews, and Deal Desk operations.

• Regularly rebalance books of business to ensure fair routing and lead distribution.

Revenue Operations & Systems

• Oversee all sales data for accuracy, accessibility, and consistency across systems.

• Own and optimize the GTM tech stack (Salesforce, Apollo, Default, Omni, etc.) and collaborate on new tool deployment and integration.

• Build scalable workflows and ensure Rev Ops infrastructure supports organizational growth.

Insights, Planning & Reporting

• Maintain dashboards and reporting cadences for performance, pipeline health, and forecasts.

• Deliver actionable insights to Sales, Marketing, Product, and Finance leadership.

• Lead sales planning cycles and align data with executive and board-level goals.

• 5–7 years of experience in B2B SaaS or Fintech, with 4+ years in Sales, Revenue, or GTM Operations.

• Proven track record of building and scaling efficient sales processes.

• Strong understanding of the full sales lifecycle and GTM operations.

• Proficiency with Salesforce and common Sales tech stack tools (e.g., Outreach, Linked In Sales Navigator).

• Exceptional analytical, communication, and stakeholder management skills.

• Detail-oriented, data-driven, and comfortable in fast-paced, evolving environments.

• Experience with Salesforce administration and GTM data structures.

• Collaborative, customer-focused mindset with strong cross-functional partnership skills.

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you re ecstatic to work at a startup.

• You are ambitious. You have fun solving problems that others think are impossible.

• You are curious. You find joy in learning about AI, technology, and finance.

• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.

• You are collaborative, organized, thoughtful, and kind
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• Exceptional traction: strong PMF with the world s largest investment banks, hedge funds, and private equity firms.

• World-class team
  : we take talent density seriously. We like working with incredibly smart, driven people.

• Velocity: we work fast, which means you learn a lot and constantly take on more.

• Frontier technology: we re developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what s possible, and inventing the future.

• Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We re creating tools that make people smarter, reinventing finance works.