Revenue Operations Lead

Full ownership of HubSpot: administration, integrations, and data quality

Own and expand enrichment for new registrants and existing users

Define and document the funnel from lead to deal created, including the lead-scoring model

Build the dashboards, reporting, and forecasting infrastructure the org uses to judge whether a motion is working

Own test-validation tooling for time-boxed motion tests

Create and iterate all prospect-facing messaging across email and LinkedIn, working in tandem with the SDRs on targeting and sequencing

Own message performance (reply rates, positive-reply definition) as an input to the funnel data above

Work alongside AEs and SDRs day to day to identify what’s working, iterate and improve

5–8+ years in Revenue Operations, Sales Operations, or GTM analytics

Deep, hands-on HubSpot experience (admin-level) or equivalent depth in a comparable CRM; comfortable owning integrations and data architecture, not just reporting on top of them (there is a full engineering team available on an as-needed basis)

Strong analytical skills with ability to build funnel definitions, lead-scoring models, and forecasting from scratch, without a data team behind you

Experience writing and iterating outbound sales copy (email and LinkedIn), or directly overseeing it, since this role owns messaging end to end here, not just the systems around it

Comfortable in ambiguity: this is a two-person function (you and the Head of Sales) inside a five-person sales org, and you'll be setting definitions and processes that don't currently exist

Fintech, financial data, or advisor-facing SaaS experience a plus, not required

Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.

Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.

Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.

Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.

Industry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion.

Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.

Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.

Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.