About the job
About Savvy Wealth:
The wealth management sector is valued at an impressive $545 billion in the United States, yet it continues to operate in outdated and inefficient ways, with minimal technological integration. Alarmingly, 75% of financial advisors still rely solely on email for digital communication, and 62% generate financial plans manually using Excel. This inefficiency results in a subpar client experience and causes financial advisors to dedicate over 70% of their time to non-client-facing manual tasks.
Savvy is on a mission to transform this landscape. We are developing the most advisor-centric platform in wealth management: an innovative digital-first solution that revitalizes human financial advice. Advisors collaborating with Savvy leverage AI-driven software, automated marketing and sales processes, and streamlined back-office operations to scale their practices more effectively and devote more time to their clients.
Having secured over $105 million in funding from esteemed investors such as Thrive Capital, Index Ventures, and Canvas Ventures, we boast a team of seasoned founders and operators with experience at companies like Airbnb, Square, Brex, and Facebook. Our journey has seen us achieve over $5.1 billion in assets under management (AUM) within a mere three years, a staggering growth of over 600% in the past 18 months, and we are poised for further expansion of our product offerings and revenue growth. Join us and be a part of this exciting journey!
The Role:
As Savvy's Revenue Operations Director, you will lead the evolution of our RevOps function. We've established the necessary infrastructure, including CRM systems, pipeline tools, and an AI-native analytics layer. Your responsibility will be to elevate RevOps into a strategic partner for our go-to-market (GTM) organization.
You will oversee all aspects of revenue operations, from GTM strategy and planning to systems governance, sales process design, and post-sales operations. Acting as a vital link between Sales, Marketing, Finance, and the Leadership Team, you will translate data into actionable decisions and drive execution. You will lead a growing team of specialists and collaborate closely with Sales Leadership, Finance, and the executive team on an ongoing basis.
Responsibilities:
Lead the GTM strategy and planning for Sales and Marketing, including revenue forecasting, capacity planning, quota setting, campaign performance attribution, and crafting the Weekly Business Review narrative for leadership.
Act as the strategic connector between Marketing and Sales, ensuring alignment and effective communication.
