Senior Revenue Operations Manager

The posting, as Savvy wrote it

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 tow

[…]
+ 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
• We offer a generous relocation package to help top talent make the move to our NYC office
• 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)
• Benefits are available to full-time employees