Revenue Operations Lead

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses.

We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.

Our impact so far: 🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth 🥇 Recognized by users as a top-rated investment solution on G2 🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry Reporting to the Head of Sales, this is a from-scratch build.

Koyfin has over 60,000 financial advisors using the platform, and over 800,000 registered users. Koyfin is standing up a Revenue Operations function for the first time to help the sales team improve the sales assist motion to the existing registered users.

You’ll be working directly with the Head of Sales to build the systems, data, and messaging infrastructure the rest of the org runs on.

We are looking for someone to support existing AEs, newly hired SDRs and the Head of Sales to run tests, build reporting and create efficiently run motions to reach out aggressive goals. This is a builder role, not a maintainer role.

You'll be defining: a funnel, a lead-scoring model, a reporting layer, an outbound message library that does not yet exist, in a company that runs lean and expects you to own outcomes.

What you'll own CRM, systems & data (foundational) Full ownership of HubSpot: administration, integrations, and data quality Own and expand enrichment for new registrants and existing users Define and document the funnel from lead to deal created, including the lead-scoring model Reporting & analytics Build the dashboards, reporting, and forecasting infrastructure the org uses to judge whether a motion is working Own test-validation tooling for time-boxed motion tests Outbound messaging Create