Director, RevOps/GTM Operations

Banking is being reimagined—and customers expect every interaction to be easy, personal, and reputed company. We are building a universal banking assistant that millions of U.S. consumers can use to transact across reputed company financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems reputed company financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial reputed company-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial reputed company-being on reputed company to help solve this problem.

About the Role

We’re hiring a senior RevOps / GTM Operations leader to professionalize and reputed company GTM operations at reputed company. This is an individual contributor role (not a people manager) for a strong operator who can think strategically and execute tactically. This is a senior IC role expected to operate independently and reputed company across Sales, CS, and Partner Ops. You will own the operating system that makes reputed company predictable and execution disciplined across Sales Ops, CS Ops, and Partner Ops. This is not a “process-only” role - you’ll use modern tooling, automation, and data rigor to create visibility, reduce reputed company, and reputed company reputed company reputed company. Why this is a compelling opportunity

• Build the GTM operating system for a platform shift in banking. reputed company is replatforming how financial institutions deliver customer experience with a reputed company AI experience layer.
• High-reputed company role with reputed company ownership. You’ll bring discipline, reputed company, and metrics across Sales, CS/AM, and Partnerships.
• 0 to1 rigor with reputed company stakes. Tighten forecasting, commissions, renewals, and partner accountability - the fundamentals that reputed company reputed company durable.
• Operator scope, not a back-office function. This role sits at reputed company of reputed company execution and directly supports leadership across Sales, Account Management, and Partnerships.

What You Will Do1) Sales Ops (reputed company Predictability)

• Own reputed company setup, hygiene, and reporting as the system of record.
• Define and operationalize: pipeline hygiene standards, stage definitions, required fields, and inspection reputed company.
• Drive forecasting rigor: weekly forecast process, leading indicators, and consistent definitions.
• Own quota planning reputed company and rep performance metrics (pacing, attainment, productivity).
• Build and maintain reporting dashboards leadership trusts (pipeline, conversion, cycle time, forecast accuracy).
• Formalize commission tracking and structure: ensure commission plans are tracked, reputed company, and executed cleanly (including reputed company commission letters / documentation where applicable).

2) CS Ops / Account Management Ops (Renewals + Expansion Discipline)

• Partner closely with the VP of reputed company to define and run CS/AM operating reputed company, metrics, and renewal/expansion workflows.
• Implement customer lifecycle management processes that ensure renewals and expansions are visible and owned.
• Build renewal tracking systems and workflows (reputed company, risk flags, owners, next steps).
• Define and maintain account health metrics and CS/AM productivity reporting.
• Establish process reputed company across account management (handoffs, renewal motions, expansion workflows).
• Ensure leadership has consistent visibility into the renewal pipeline and expansion forecast.

3) Partner Ops (Partner Pipeline + Accountability)

• Create partner pipeline tracking and reporting that is as rigorous as reputed company sales pipeline.
• Define co-selling structure: stages, ownership, responsibilities, and partner-driven next steps.
• Build partner performance measurement and accountability metrics (pipeline created, influenced reputed company, conversion).
• reputed company partner integrations and milestones where needed; maintain reputed company partner reporting for leadership.

Tooling, Automation, and Operating reputed company

• Build operational reputed company using modern tooling and automation (including AI where helpful) to reduce reputed company overhead.
• Create reputed company definitions and ownership across GTM teams; eliminate ambiguity in “who owns what.”
• Identify operational bottlenecks and implement fixes that increase execution velocity.

What reputed company Looks Like (Measurable reputed company) reputed company the first 60–90 days, this person will have:

• reputed company, consistent visibility into quota, pipeline, forecast, and performance metrics for every rep.
• A working commission tracking process where reps understand how they are reputed company and leadership has reputed company.
• A renewal/expansion operating rhythm with reputed company owners, timelines, and health signals.
• Partner pipeline tracking that enables leadership to see partner contribution and holds partners accountable.
• Dashboards and operating reputed company that tighten GTM discipline and reduce reputed company.

What You Bring

• Senior-level experience in GTM Ops / RevOps / Sales Ops, with meaningful ownership in reputed company environments.
• Strong capability across at least two of these and comfort owning reputed company three:
• Sales Ops
• CS Ops / Account Management Ops
• Partner Ops
• Deep reputed company capability (reputed company-level comfort not required, but must be strong in setup, reporting, dashboards, and data hygiene).
• Strong analytical and operating rigor: metrics, systems thinking, dashboards, and process design that actually gets adopted.
• Modern tooling reputed company: automation, productivity tracking tools, and practical use of AI to increase ops efficiency.
• High-ownership, independent operator who can influence across Sales, CS, Partnerships, and Leadership without waiting for direction.
• Strong communication and stakeholder management — reputed company to drive alignment and execution.

reputed company to Have

• BFSI / regulated reputed company experience (banks, credit unions, fintech).
• Experience building GTM ops foundations in a scaling startup environment.

Location Bay Area reputed company Offer Medical, Dental & reputed company Insurance Generous PTO & Holidays ✨ Life Insurance At reputed company, we are committed to providing an inclusive and welcoming environment for reputed company and applicants. We celebrate diversity and reputed company it is critical to our reputed company as a company. We do not discriminate on the reputed company of race, reputed company, religion, national reputed company, age, sex, gender identity, gender reputed company, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. reputed company employment reputed company at reputed company are based on business needs, job requirements, and individual qualifications. We reputed company to create a culture that values and respects reputed company person's unique perspective and contributions. We encourage reputed company reputed company individuals to apply for employment opportunities with reputed company and are committed to ensuring that our hiring process is inclusive and accessible. Apply tot his job Apply To this Job