Director, Revenue Operations at Method Financial

Austin, Texas, United States

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Technology, Financial ServicesIndustries

Requirements

10+ years in Revenue, Sales, or Marketing Operations in an enterprise SaaS and/or fintech environment
Hands-on experience as a Salesforce admin and with marketing automation platforms
Proven track record integrating and optimizing complex GTM stacks
Data-first mindset with strong reporting and dashboard-building skills
Able to think strategically while executing tactically as a player-coach IC
Comfortable owning problems end-to-end, from scoping to implementation

Responsibilities

Own and optimize our GTM tech stack (Salesforce, Outreach, Clay, Clearbit, HubSpot or equivalent, and ABM tools like Demandbase/6sense) to maximize efficiency and adoption
Build and maintain metrics and reporting that provide real-time visibility into pipeline health, deal velocity, attainment vs. plan, and forecast accuracy
Ensure clean, consistent data across Salesforce, marketing automation, finance, and reporting systems
Automate and streamline lead management, account intelligence, and pipeline updates to free seller and marketer capacity
Connect sales and marketing data to deliver unified account-level insights, attribution, and engagement tracking
Partner with Customer Success to gather customer intelligence, manage renewals, customer health & churn dashboards
Implement and track GTM plans & incentives

Skills

Key technologies and capabilities for this role

SalesforceOutreachClayClearbitHubSpotDemandbase6senseGTM OperationsRevenue OperationsMetricsReportingPipeline ManagementForecastingData AnalysisAutomation

Questions & Answers

Common questions about this position

What experience is required for the Director, Revenue Operations role?

Candidates need 10+ years in Revenue, Sales, or Marketing Operations in an enterprise SaaS and/or fintech environment, hands-on experience as a Salesforce admin and with marketing automation platforms, a proven track record integrating and optimizing complex GTM stacks, a data-first mindset with strong reporting and dashboard-building skills, and the ability to think strategically while executing tactically as a player-coach IC.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this role remote or does it require office presence?

The company has offices in Austin, Washington D.C., and New York City with a team of 40+ people spread across them, but specific remote or location policy for this role is not detailed.

What tools will I work with in this role?

You'll own and optimize the GTM tech stack including Salesforce, Outreach, Clay, Clearbit, HubSpot or equivalent, and ABM tools like Demandbase/6sense.

What makes a strong candidate for this position?

A strong candidate has 10+ years in RevOps in SaaS/fintech, hands-on Salesforce admin experience, expertise in GTM tech stacks, data-driven reporting skills, and thrives as a strategic player-coach who owns problems end-to-end.

Method Financial

API for comprehensive debt management solutions

About Method Financial

MethodFi provides a debt management solution through a single application programming interface (API) that allows developers to integrate features like loan repayment and balance transfers into their applications. The API can handle various types of debts, including student loans and credit cards, and retrieves real-time data without needing user credentials. MethodFi differentiates itself by lowering lending risk and increasing revenue for businesses while improving users' financial health. The company generates revenue by charging for its API and related services, including compliance and identity verification.

Austin, TexasHeadquarters

2021Year Founded

$18MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

💰 Competitive salary + equity

🧑‍💻 Remote first + flexible work schedule

🏡 Home office stipend + hardware

🏖️ Unlimited PTO

🏥 Full healthcare

📚 Learning stipend

👶 Paid parental leave

🏫 Student loan repayment

Risks

Increased competition from fintech startups may dilute Method's market share.

Reliance on partnerships poses risks if partners develop in-house solutions.

Rapid scaling plans could lead to operational challenges and resource strain.

Differentiation

Method Financial offers a debt-agnostic API for diverse liabilities management.

The API provides real-time data without requiring user credentials, enhancing security.

Method's partnerships, like with BitPay, integrate crypto payments with traditional finance.

Upsides

Partnerships with companies like Happy Money enhance debt consolidation and payment processes.

Rising demand for real-time financial data integration boosts Method's market potential.

Method's $16M Series A funding supports product development and team expansion.

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