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Senior Manager, Revenue Operations

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Savvy Wealth

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Location:
United States , New York City

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This is a role that sits at the heart of Savvy’s revenue engine. You will own the systems, workflows, and calculations that determine how our sales team is paid, how advisor deals are structured and contracted, and how payouts are calculated and delivered accurately, on time, and at scale. In this role you will design systems that translate complex commercial agreements into structured, auditable data , build calculators to empower our sellers, and streamline our contracting motion so deals move quickly without sacrificing margin or compliance. You will partner with Growth Leadership, Finance, and Legal to design a scalable commercial operating model that will help Savvy scale from 100+ advisors to 1,000+ advisors.

Job Responsibility:

  • Run the full comp cycle: own performance tracking, plan rule maintenance, auditable calculations, and quarter-end close
  • Build and maintain self-serve comp calculators so SGMs/SGAs can track attainment and run what-if scenarios
  • Publish comms to reps and managers
  • clearly explain results, resolve inquiries , and deliver payroll-ready outputs on time
  • Coordinate with Finance to track actual performance against plan to recommend any changes to future comp plans
  • Evolve Savvy’s pricing strategy & calculator to support complex deal frameworks
  • Design a data structure and automations into the calculator to allow for streamlined operations and advanced analytics
  • Operate a lightweight deal-desk rhythm: review exceptions, advise structure, ensure approvals, and track decisions
  • Generate and manage contracts (templating + redlines) in our contracting tool (PandaDoc)
  • ensure version control and repository hygiene
  • Partner with Legal to keep multiple templates up-to-date
  • and translate approved terms into queryable data structure
  • Design the contract clause schema (fields/rules) and a scalable calculation engine to compute advisor splits each quarter in partnership with Finance
  • Build the workflow from Finance revenue inputs → contract logic → payout outputs with controls, logs, and reconciliation
  • Strategically Identify performance/accuracy risks, edge cases, and plan phased hardening
  • Be the Spreadsheet/SQL/AI power user who turns ambiguous problems into stable tools (Claude + Vercel, Sheets/Excel , SQL/BigQuery)
  • Implement compensation tracking software for the Growth organization
  • Partner with RevOps, Operations, and Finance on CPQ, contract automation, and developing compensation plans
  • Maintain clear documentation (definitions, data contracts, runbooks) so processes survive growth and handoffs

Requirements:

  • 5–8+ years in Sales Ops/Revenue Ops/Deal Desk/Finance Ops with ownership of comp calculations and pricing
  • obsessive about accuracy
  • highly organized
  • very analytical: advanced spreadsheets (array formulas, index/match/xlookup, error handling), comfort with SQL
  • self-driven
  • communicate clearly with Sales, Finance, and Legal
  • comfortable navigating a Deal Desk
  • take pride in building tools sellers actually use

Nice to have:

  • Have integrated or built a custom CPQ
  • Experience with comp platforms (e.g. Spiff or Quotapath) and developing compensation plans
  • Familiarity with revenue share models
  • Comfort translating legal and commercial clauses into calculation logic
  • Exposure to wealth/RIAs or other highly regulated industries
  • appreciation for compliance and audit requirements
  • Light scripting/automation (e.g., Apps Script, Python, Make/n8n) to remove manual steps and improve data hygiene
  • BI literacy (Looker/Tableau/Mode) for reconciliation dashboards and leadership reporting
  • AI scripting experience and/or app development
What we offer:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP 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)

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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