Finance & Revenue Operations Lead

Overview

This role involves owning the systems, data, and operational rhythm behind the revenue engine. The position combines revenue operations and financial reporting end to end, with daily collaboration alongside sales leadership and close partnership with the CEO and CRO.

In the first quarter, responsibilities include taking ownership of internal systems, establishing forecasting and reporting cadence, and building funnel and revenue reporting that clarifies where deals accelerate or slow and what drives wins. You will also manage the financial data behind internal dashboards and board/investor reporting, serving as the team’s go-to resource for questions about revenue, billing, and financials.

Responsibilities

• Own revenue operations and financial reporting end to end
• Partner daily with sales leadership and closely with the CEO and CRO
• In the first quarter:
  • Take ownership of internal systems
  • Establish forecasting and reporting cadence
  • Build funnel and revenue reporting to identify deal acceleration/slowing and drivers of wins
• Run financial data supporting:
  • Internal dashboards
  • Board and investor reporting
• Serve as the go-to person for revenue, billing, and financials inquiries
• Manage the revenue operating rhythm, including:
  • Weekly pipeline reviews with sales leadership
  • Coverage and conversion reporting
  • A reliable forecast for board-level use
• Own HubSpot and Stripe end to end as the system of record, including:
  • Architecture and lifecycle stages
  • Routing
  • Contract-to-invoice flow
  • Data standards to keep downstream reporting trustworthy as the organization scales
• Own key metrics and reporting, including:
  • Monthly revenue and billing reporting
  • ARR tracking
  • Clear internal and external financial reporting
  • Shared metric definitions across the organization
• Scale operations through automation, including AI-native tooling for:
  • Enrichment and routing
  • Renewal triggers and reconciliations
• Unify product-led and sales-led funnels into one coherent lifecycle
• Contribute to a “company brain” by capturing learning from:
  • Calls
  • CRM notes
  • Usage and billing data
  • Then turning insights into improvements across pricing, product, and operations

Requirements

• 5+ years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase
• Expert-level HubSpot and Stripe skills, including owning an instance (not just working in one), with experience in:
  • Subscription and usage-based billing
  • Invoicing
  • Connecting billing data to the CRM and the ledger
• Demonstrated success using AI tools and models to multiply team output, with sound judgment about where AI can and cannot be trusted with financial data
• Proven ability to build forecasting, planning, funnel, or financial reporting that leadership actually uses, including board or investor reporting
• Working knowledge of SaaS metrics and revenue recognition fundamentals
• Comfortable owning revenue and finance systems end-to-end, including setting a roadmap and partnering with sales leaders, marketing, and founders
• Strong analytical, organizational, and communication skills, including the ability to:
  • Drive adoption with minimal oversight
  • Explain financial data plainly to non-finance teammates
• Proficiency with collaboration tools such as:
  • Slack
  • Google Workspace
  • Fathom

Preferred Qualifications

• Experience building a RevOps or finance operations function from scratch
• SQL skills for pulling answers from the data, plus experience with a BI tool
• Familiarity with subscription analytics workflows and accounting systems
• Exposure to PLG funnels and product usage data in a sales-assist motion
• Experience building or evaluating AI agents, retrieval systems, or internal knowledge bases
• CPA, Big 4, or consulting background (a plus, not required)

Compensation & Benefits

• Base pay: $100,000 to $120,000
• Variable compensation: $20,000 to $24,000 (20%)

Location

Remote (US)
Full-time