Senior Manager, Revenue Operations Job at Savvy Wealth (New York City)

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)

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Senior Manager, Revenue Operations

Job Description

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What we offer

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