Revenue Strategy and Operations Manager at April

New York, New York, United States

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$125,000 – $150,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Payroll, Wealth Management, Small BusinessIndustries

Requirements

4-6 years of revenue operations experience in B2B SaaS companies
Proven track record managing Hubspot and other revenue technology implementations
Bachelor's degree in Business, Finance, Economics, or related field
Expert-level proficiency in revenue forecasting and financial modeling
Experience leading cross-functional projects and driving organizational change between Sales, Customer Success, Finance and Marketing teams
Strong background in market analysis and go-to-market strategy
Strategic mindset with focus on AI and automation to drive efficiency
Nice to have: Fintech experience (not required)
Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week

Responsibilities

Lead CRM (HubSpot) optimization and administration to maximize revenue operations efficiency
Develop and implement revenue operations strategy, with focus on pipeline optimization and deal desk management
Create and maintain revenue forecasting models and executive dashboards in HubSpot
Drive cross-functional initiatives to optimize the revenue funnel from lead generation through customer success
Design and implement lead attribution models to measure marketing campaign effectiveness and ROI
Establish and maintain data governance standards across revenue-generating departments
Collaborate with Finance team on revenue planning, forecasting, and performance analysis
Manage stakeholders effectively with the ability to push back constructively and build buy-in for strategic initiatives
Develop deep understanding of addressable market opportunities across payroll, wealth, small business, etc verticals to inform revenue strategy and prioritization

Skills

HubSpot

CRM

Revenue Operations

Pipeline Management

Revenue Forecasting

Executive Dashboards

Lead Attribution

Data Governance

Deal Desk

Marketing Automation

April

Integrated tax filing for financial apps

About April

April simplifies the tax filing process by integrating it into existing financial applications like banking and payroll. Users can import their financial data with a single click, which saves time and reduces the hassle of manual entry. As an IRS Authorized e-file provider, April allows clients to electronically file their tax returns securely. The company stands out from competitors by offering transparent pricing with no hidden fees, ensuring clients know exactly what they will pay upfront. April caters to a wide range of clients, including parents, students, and workers, and guarantees maximum refunds, providing peace of mind that clients will receive the best possible outcome from their tax returns. The goal of April is to make tax filing easier and more accessible for everyone.

New York City, New YorkHeadquarters

2021Year Founded

$38.9MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Hybrid Work Options

Risks

Chime's free tax filing service poses a threat to April's pricing model.

April's reliance on fintech partnerships could be risky if partners switch providers.

Competition from Chime's expanded tax filing program may impact April's market share.

Differentiation

April integrates tax filing into existing financial apps for seamless user experience.

April offers transparent pricing with no hidden fees, unlike many competitors.

April is an IRS Authorized e-file provider, ensuring compliance and reliability.

Upsides

April's partnerships with over 20 fintech platforms expand its market reach.

AI-driven tax filing offers personalized, efficient solutions for diverse tax scenarios.

April's maximum refund guarantee enhances customer trust and satisfaction.

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