Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada. Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. We are small enough that you can make an impact within the company and large enough to make an impact in the market.
Financeit is a culture of collaboration, inclusivity, fairness, and respect.
We are looking for a Revenue Operations Lead who is a strategic architect, a hands‑on builder, and a forward‑thinking technologist. Reporting to the Director of Data Solutions, you will own the technical execution and strategic roadmap for our Sales and Marketing technology stack (Salesforce, Pardot, and the emerging AI Agent layer). This high‑impact, technical role requires deep CRM expertise and the ability to leverage modern AI tools to drive growth.
You will be hands‑on in Salesforce/Pardot and serve as our resident expert on AI Agents.
- Direct configuration: build and maintain complex Salesforce Flows, custom objects, validation rules, and permission sets.
- Pardot architecture: manage Pardot (Account Engagement), including Engagement Studio programs, scoring/grading models, and advanced email templates.
- Technical troubleshooting: act as the Tier‑2 escalation for our SFDC Admin, solving complex sync errors and data discrepancies directly.
- Agentic workflows: identify and implement AI agent use cases to automate repetitive sales and marketing tasks.
- Agentforce leadership: lead the rollout and configuration of Salesforce Agentforce within our ecosystem, defining agent roles, instructions, and guardrails.
- Market exploration: stay at the forefront of the agentic stack and evaluate pilot tools that augment our teams without custom code.
- Visionary optimization: transition processes from rigid if/then automations to dynamic, agent‑led workflows.
- Architect the ecosystem: design the technical roadmap for our Sales and Marketing tech stack, ensuring tools are synced and scaled globally.
- Stakeholder alignment: act as the operational bridge between Sales, Marketing, and Finance to ensure unified goals and data.
- Data builder: implement data hygiene standards and automated cleansing.
- Reporting maven: build dashboards in Salesforce and B2B Marketing Analytics (Tableau CRM) tracking CAC, LTV, and ROI.
- Attribution implementation: configure multi‑touch attribution models to accurately reflect marketing's impact on revenue.
- 6+ years in Revenue Operations or Sales/Marketing Operations with a track record of builder roles.
- Salesforce expert: advanced knowledge of Flow Builder, reports, dashboards, and data management.
- Pardot expert: deep hands‑on experience with Engagement Studio and the Salesforce–Pardot connector.
- AI/innovation mindset: strong understanding of generative AI and AI agents (Agentforce, Clay, etc.).
- Strategic mindset: ability to translate business goals into scalable technical builds.
- Competitive pay and performance‑based bonus: annual base salary $100,000 – $130,000.
- Annual bonus: 20%.
- Flexible work arrangements, hybrid workplace options.
- Comprehensive medical, dental and vision coverage plus a lifestyle account.
- RRSP matching and parental leave top‑up program.
- On‑site massage, meditation and workout sessions.
- Virtual events such as lunch & learn, company parties, team activities and charity initiatives.
- Career learning and development programs.
Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.
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