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Fin Capital Logo Fin Capital · IT - Administration

Senior Associate, Revenue Operations

United States, New York 70000.00 - 85000.00 USD / Year · Job Posted February 17, 2026
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Job Description

We are looking for a Revenue Operations Associate to help us expand the RevOps function at Vestwell! Reporting to the Revenue Operations Sr. Manager, you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team. As a Senior Associate, Revenue Operations (RevOps), you will serve as a strategic, individual contributor responsible for optimizing systems, processes, and analytics that support Vestwell’s Go-To-Market (GTM) teams. This role requires independent judgment, cross-functional collaboration, and the ability to translate complex data into actionable insights that drive efficiency, scalability, and business outcomes.

Job Responsibility

  • Reporting & Analytics: Generate on-demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams
  • Process & Systems Optimization: Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency
  • RevOps Administration: Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems
  • Cross-Functional Collaboration: Partner closely with Sales, Marketing, Product, and other stakeholders to align RevOps initiatives with business goals
  • System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms
  • Territory & Automation Tools: Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation solutions to support GTM effectiveness
  • Continuous Improvement: Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems
  • Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes
  • High-Growth Mindset: Thrive in a fast-paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results-oriented approach

Requirements

  • 2-4 years of experience in Revenue Operations, Sales Operations or a related analytical or technical role
  • Strong proficiency in Salesforce (admin-level knowledge preferred), Excel/Google Sheets (e.g. using pivot tables and VLOOKUPs)
  • Ability to analyze complex datasets and present insights in a clear, actionable manner
  • Passionate about identifying inefficiencies and implementing scalable solutions
  • Excellent interpersonal, verbal and written communication skills with the ability to work cross-functionally
  • Comfortable working in a fast-paced, start-up environment
  • Exceptional analytical and detail-oriented aptitude
  • a high degree of accuracy is required
  • Ability to manage time effectively, set priorities, and meet deadlines
  • Familiarity with sales automation or GTM tools (Salesforce Territories, Maps, Salesloft, Outreach, Hubspot, LeanData, ZoomInfo, RingLead, or similar)
  • Knowledge of Top-of-funnel and best practices, ability to build and maintain workflows

Nice to have

  • Experience in B2B SaaS or FinTech companies is preferred
  • Salesforce or Revenue Operations related certifications is a strong plus
  • Experience using BI tools (Tableau, Looker, or similar)
  • Experience using ticketing systems like Jira or similar, working in a sprint/deployment system or similar environment
  • Thrives in a dynamic startup environment with a proactive attitude

What we offer

  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan
  • Eligible to participate in the Company Bonus Pool
  • Eligible to receive new hire equity in the Company
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