Revenue Operations Lead at Finch

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, HR Tech, FintechIndustries

Requirements

3–5 years in Revenue Operations, Sales Ops, or GTM Systems roles
Deep understanding of Salesforce administration, reporting and GTM automation tools
Strong analytical mindset; comfortable building dashboards and translating business questions into data stories
Proven ability to balance detail and big-picture thinking, operational precision now, strategic scale later
Proven data structure with AI tools such as Clay and other available on the market
Excellent communicator who can collaborate across Sales, Success, and Marketing
Curiosity to evolve from execution to strategy with an eye for designing the future of RevOps at Finch

Responsibilities

Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity
Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance
Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place
Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow
Design process automation for AE to AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing
Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance
Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time
Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy
Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights

Skills

Key technologies and capabilities for this role

Revenue OperationsSales OperationsReportingAutomationData InfrastructureToolingGo-to-MarketCRMSales Enablement

Questions & Answers

Common questions about this position

What is the reporting structure for the Revenue Operations Lead role?

This role reports to the VP Revenue and partners closely with Sales, SE, AM, Success, and Marketing leadership.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What salary or compensation does this role offer?

This information is not specified in the job description.

What are the key skills or experiences needed for this role?

Expertise in Salesforce CRM management, data integrity, pipeline reporting, automation, and integrations with tools like Gong, Outreach, Docusign, and others is required, along with the ability to audit processes and build dashboards.

What is the company culture like at Finch?

Finch values velocity, curiosity, empathy, and diverse perspectives, with a team of problem solvers from diverse backgrounds who prioritize security and privacy.

Finch

API platform for HR and payroll integration

About Finch

Finch provides an API platform that facilitates integration between HR systems, payroll providers, and other employer-related services. This platform allows different software systems to communicate and share data effectively, acting as a bridge for businesses. Finch primarily targets small to medium-sized enterprises, large corporations, and software developers who need to connect their HR and payroll systems with other applications. The company generates revenue by charging fees for API usage, which can vary based on the number of API calls or users. Finch prioritizes security and data protection, ensuring that all data exchanges comply with industry standards, which is essential given the sensitive nature of payroll and HR information. The goal of Finch is to help businesses streamline their HR and payroll operations through efficient integration services.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$62.9MTotal Funding

LATE_VCCompany Stage

Enterprise Software, Fintech, CybersecurityIndustries

51-200Employees

Benefits

Flexible Work Hours

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Parental Leave

401(k) Retirement Plan

Offsite company trips

Hybrid Work Options

Risks

Increased competition in HR tech could threaten Finch's market share.

Rapid tech advancements may strain Finch's resources for continuous innovation.

Data privacy concerns could arise with expanded API coverage.

Differentiation

Finch offers a unified API platform for 200+ HR and payroll systems.

The company emphasizes strong data security and protection standards.

Finch provides seamless integration for SMEs and large corporations.

Upsides

Finch raised $40M in Series B funding to expand API coverage.

Growing demand for API-based HR integrations boosts Finch's market potential.

Partnerships with firms like PensionPro enhance Finch's service offerings.

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