Revenue Operations Lead

About Finch

We are on a mission to empower innovators to access the global employment ecosystem and connect the world's employers under a single API. To do this, we're looking for individuals who think about problems holistically and in-depth, who are relentlessly curious, self‑starters, and determined to drive ideas from inception through to completion.

Finch is a Series B company backed by a fantastic set of firms, angels, and our developers including General Catalyst, Menlo Ventures, Homebrew, Box Group, YCombinator, Charley (1st business hire at Plaid), Sima (ex‑Head of Biz Dev at Plaid), Henrique + Pedro (co‑CEOs at Brex), Jeff + Wayne (co‑CEOs at Digits), Immad (CEO at Mercury), Sam (CEO at Vouch Insurance), Karim (CTO at Ramp), and more.

We're a team of problem solvers who aren’t afraid to challenge assumptions. We value velocity, curiosity, empathy, and diverse perspectives. Everyone on the team is excited about the scope of the problems we address and the potential impact our work can have on the global workforce. We realize that the value we provide comes with great responsibilities, and therefore make security and privacy our highest priorities.

We come from a diverse set of backgrounds and each member brings different skills to the group. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and potential will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns.

You’ll be the operational backbone of Finch’s go‑to‑market engine, ensuring our systems, data, and processes run seamlessly while building toward a more strategic Rev Ops function. This role reports to the VP Revenue and partners closely with Sales, SE, AM, Success, and Marketing leadership.

You’ll begin by mastering the infrastructure, routing, reporting, automation, and tooling. Grow into a strategic partner shaping Strategy, Process, Technology, and Insights.

• 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 Q  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.

• 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 Rev Ops at Finch.

• Clean and reliable CRM data powering confident forecasting and funnel visibility.
• Seamless routing, automation, and reporting that save GTM teams time.
• Ensure strength in a fully connected GTM tech stack with strong adoption and accuracy.
• Standardized Q  and KPI dashboards that leadership trusts.
• Over time, ownership of strategic planning, segmentation, and Rev Ops frameworks…