Revenue Strategy & Operations

About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek's America's Greatest Startup Workplaces (2026)

Fortune Best Workplaces in New York™ (2026)

Great Place to Work Certified™

The Role:

Revenue Operations at Savvy is entering a new era. We've built the foundation: the CRM infrastructure, pipeline tooling, and an early AI-native analytics layer. Now we need a sharp, technical operator to take ownership of that foundation and scale it.

As Senior Revenue Operations Manager, you'll be the primary operational partner to our sales team. You'll sit closest to our AEs, SDRs, and sales leadership of anyone on the RevOps team, translating what the business needs into the systems, data, and processes that make the sales motion work. This means owning the operational layer end-to-end: territory design, pipeline governance, data hygiene, analytics, and the Salesforce infrastructure that holds it all together. You'll be expected to move fast, earn trust with the sales org, and build things that last.

Responsibilities:

Own pipeline stage governance and CRM data hygiene end-to-end: define stage definitions and entry/exit criteria, build enforcement mechanisms in Salesforce, and drive toward 95% hygiene adherence. Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with sales leadership

Lead new tool assessments with a focus on AI-native GTM solutions: evaluate the landscape, build and test AI-native workflows and agents, make structured recommendations, and implement what gets approved

Own the GTM analytics layer for the sales motion: build and maintain pipeline and win rate analysis (SQO-to-close conversion by AE, segment, and period), real-time revenue dashboards with ARR and deal metrics, and ad hoc analyses for sales leadership and RevOps. Contribute to WBR and QBR data preparation

Maintain and iterate on the lead scoring model and list management for SDRs, support SDR capacity modeling, and partner with marketing ops on the lead enrichment pipeline (Clay, Fintrix, SignalHire) and routing SLAs

Partner with sales management on call coaching: maintain the SDR/AE call transcription and rubric scoring system, surface patterns and insights that help managers identify coaching opportunities

Own territory design and maintenance as the AE team scales from 10 to 30+: model geographic coverage, define account carving and pod structure, resolve conflicts, and keep territory aligned with the growth plan. Collaborate with Finance on compensation calculations and attainment tracking

Own Salesforce configuration and administration for the sales org: field architecture, flows, page layouts, validation rules, and process automation. Maintain data integrity across connected systems (HubSpot, Savvy CRM, PandaDoc, BigQuery, Zapier) and own the roadmap for what gets built and in what order

Must Have:

5+ years in Revenue Operations, Sales Operations, or a closely related function at a high-growth tech company

Strong track record of partnering with sales teams: you've built trust with AEs and sales leadership, you understand the motion from the rep's perspective, and you know how to get process changes adopted without creating friction

Hands-on Salesforce experience: you've built flows, validation rules, and field architecture, not just pulled reports. You understand how design decisions compound over time

Strong analytical instincts: you find data quality problems before they become business problems, and you build dashboards and models that sales leaders can actually use

Experience with territory design and a track record of maintaining clean, enforced data standards

Clear communicator who can translate ops complexity into something a sales rep or exec can act on

Nice to Have:

Hands-on experience with AI tools or workflow automation in a GTM context; genuine curiosity about what's coming and a track record of experimenting

Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools

Background in wealth management, financial services, or a relationship-driven sales environment

Benefits:

Competitive salary and equity package

Unlimited PTO + paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans

NYC office in Union Square

Lunch and snacks provided in the office, & dinner if you stay late

Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care

Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)