What are the responsibilities and job description for the Revenue Operations Manager position at Savvy Wealth?
About Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We’re looking for a versatile, systems-minded Revenue Operations Manager to power our post-sale engine from advisor onboarding to Advisor Success and expansion efforts. You’ll partner with our Head of RevOps, Head of Advisor Success, Finance, and other leaders to design, optimize, and scale the workflows, data, and controls that deliver value to our Advisor Experience Managers and end customers. You’ll work across our GTM and CS tech stack (e.g., Salesforce, CLM/e-signature, workflow automation) to design and implement innovative solutions. You’ll also be working closely with our Head of New Products to help design a Sales process to bring new products to market for our existing advisors.
Responsibilities
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600% in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
We’re looking for a versatile, systems-minded Revenue Operations Manager to power our post-sale engine from advisor onboarding to Advisor Success and expansion efforts. You’ll partner with our Head of RevOps, Head of Advisor Success, Finance, and other leaders to design, optimize, and scale the workflows, data, and controls that deliver value to our Advisor Experience Managers and end customers. You’ll work across our GTM and CS tech stack (e.g., Salesforce, CLM/e-signature, workflow automation) to design and implement innovative solutions. You’ll also be working closely with our Head of New Products to help design a Sales process to bring new products to market for our existing advisors.
Responsibilities
- Own the onboarding operating system. Map and optimize the end-to-end advisor onboarding journey from signature to payout and expansion
- Unify data & tooling. Drive a single source of truth for post-sale data in Salesforce (and adjacent systems).
- Workflow automation. Build and maintain automations for document collection, task orchestration, status alerts, and milestone tracking (e.g., Salesforce flows Make/n8n/Zapier).
- Contracting & payouts support. Partner with Deal Desk/Finance on CLM/CPQ workflows, compensation/payout accuracy, and exception handling; design guardrails that reduce rework.
- Capacity & queue management. Stand up simple, visible queues and dashboards for onboarding throughput, aging, and blockers; balance work across internal and external resources.
- Enablement & runbooks. Create playbooks, definitions of done, and “one-pager” how-tos so Onboarding and Advisor Success teams can move fast without creating process debt.
- Insights & reporting. Ship executive-ready dashboards highlighting impact of projects and initiatives
- Cross-functional glue. Run light cadences (weekly stand-up, monthly review) and drive decision logs so Finance, Legal, Compliance, and Advisor Success stay aligned.
- 3 years in RevOps/CS Ops/Onboarding Ops in B2B SaaS/fintech or similar high-compliance environment
- Strong Salesforce skills (objects, flows, reporting). Exposure to CLM/CPQ and e-signature (e.g., PandaDoc) preferred
- 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
- Proven chops building post-sale processes (onboarding, implementations, CS handoffs, payouts/billing).
- Analytical communicator: you translate messy workflows into crisp dashboards, SLAs, and runbooks.
- Scripting or coding experience (Python or Javascript)
- Experience in financial services or fintech
- Experience with consumption-based pricing models or strategies
- Prior work on go-to-market data infrastructure or analytics
- Competitive salary and equity package
- Unlimited PTO paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- 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)
Salary : $120,000 - $155,000
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