Revenue Operations Manager
Savvy WealthNew York, New York, United States
Posted November 13, 2025
Full Time
About the Company
Savvy Wealth is a fintech company building a digital-first solution for wealth management.
Job Description
Savvy Wealth is looking for a Revenue Operations Manager to power its post-sale engine from advisor onboarding to Advisor Success and expansion efforts.
Requirements
- 3+ years in RevOps/CS Ops/Onboarding Ops in B2B SaaS/fintech or similar high-compliance environment
- Strong Salesforce skills (objects, flows, reporting)
- Comfort with automation (Make/n8n/Zapier), light scripting/ETL, and data hygiene practices
- Strong analytical skills and fluency in Google Sheets / Excel; SQL a plus
- Familiarity with Salesforce, Zapier, and data enrichment tools
- Clear communicator with a bias for action and learning
- Ability to thrive in a startup environment: adaptable, curious, and self-directed
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch, dinner, and snacks provided in the office
- Parental leave coverage (8 weeks) and support (Tilt)
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
