Revenue Operations Lead (Worldwide Remote)

Imagine stepping into a role where you get to build something truly impactful from the ground up. That's exactly what's waiting for you as our new Revenue Operations Lead at Koyfin. We're a rapidly growing fintech company empowering financial advisors and individual investors with world-class tools. Now, with over 60,000 advisors and 800,000 registered users, it's time to supercharge our sales engine. You won't just optimize; you'll innovate, working hand-in-hand with our Head of Sales to craft the very foundation of our revenue operations. This is a chance to leave your mark on a product-led success story, shaping the systems and strategies that will drive our next phase of growth.

Overview

Koyfin is transforming the financial research landscape. We are a fast growing fintech company dedicated to providing powerful, intuitive analytics to financial advisors and individual investors. Our platform empowers users to research ideas, manage portfolios, and grow their businesses without the complexity or high price of traditional solutions. We've seen incredible growth, becoming one of the fastest-growing platforms for financial advisors through a product-led approach. Users consistently rate us highly, recognizing us as a top-rated investment solution on G2 and the leading research platform for user satisfaction in the influential Kitces survey.

This is a unique, fully remote opportunity open to talent worldwide. You will report directly to the Head of Sales and be instrumental in building our Revenue Operations function from its very foundation. With over 60,000 financial advisors and more than 800,000 registered users already leveraging our platform, your work will directly enhance our sales assist motion, improving how we engage and support our existing user base. You will collaborate closely with the Head of Sales to design the essential systems, data infrastructure, and messaging frameworks that will enable our entire organization to thrive.

Key Responsibilities

Lead the strategic development and implementation of Koyfin's first Revenue Operations function.
Collaborate directly with the Head of Sales to design and build essential systems, data infrastructure, and messaging frameworks.
Support existing Account Executives, newly hired Sales Development Representatives (SDRs), and the Head of Sales by developing and running impactful tests and processes.
Optimize the sales assist motion specifically targeting our existing registered user base.
Establish robust reporting and analytics to provide insights into sales performance, pipeline health, and revenue forecasting.
Implement and manage sales tools, CRM configurations, and other technology solutions to enhance efficiency and effectiveness.
Develop and refine sales processes, playbooks, and training materials.
Ensure data integrity across all sales and marketing systems.
Identify opportunities for process automation to streamline workflows and reduce manual effort.

Requirements

Proven experience in Revenue Operations, Sales Operations, or a similar analytical role, ideally within a fast-growing SaaS or fintech environment.
Demonstrated ability to build and scale RevOps functions from the ground up is highly advantageous.
Strong understanding of sales methodologies, processes, and sales technology (CRM administration, sales engagement platforms, etc.).
Exceptional analytical skills with a data-driven approach to problem solving and decision making.
Proficiency in CRM systems (e.g., Salesforce) and experience with data visualization tools.
Excellent communication and collaboration skills, capable of working effectively with sales, marketing, and product teams.
A proactive, self-starter mindset with the ability to thrive in an autonomous, remote work environment.
Experience supporting both Account Executives and Sales Development Representatives.

What You'll Gain

The incredible opportunity to build a critical function from scratch within a high-growth company.
Direct influence on Koyfin's sales strategy and revenue trajectory.
Work alongside a passionate team committed to empowering investors worldwide.
A truly global, fully remote work environment, offering flexibility and autonomy.
Be part of a product-led company recognized for user satisfaction and rapid adoption.
Significant professional growth and development in a pivotal leadership role.
Competitive compensation package.