Revenue Operations Lead

Fundwell is a financial technology platform revolutionizing the way businesses access capital. Traditional business financing often involves complex processes, hidden fees, and lengthy approval times. We're changing that and fast. Leveraging our proprietary technology, deep industry expertise, and ethical-first approach, we deliver quick, transparent, and tailored funding solutions to small and medium-sized businesses nationwide. Today, our platform is expanding beyond financing into receivables, payables, and embedded payments, giving businesses greater control over their cash flow.

We need a RevOps Lead who will serve as the CRO's operational partner and the internal source of truth for revenue data, definitions, and execution. This isn't a traditional RevOps role—we're looking for someone who has lived in the revenue motion and can bring clarity, consistency, and confidence to our revenue engine.

You'll own revenue governance, forecasting integrity, and cross-functional decision support. This is a strategic and hands-on role with authority to influence decisions and partner closely with leadership.

How You’ll Make An Impact

• Build forecasting models with defined revenue definitions, owning the forecasting cadence, and continuously improving forecasting accuracy

• Ability to operate as both architect and executor and comfortable operating in a 0 to 1 atmosphere

• Design and maintain systems intentionally with strong data hygiene and governance instincts; ensure data consistency across Salesforce, HubSpot, Gong, and BI tools while serving as the single source of truth for all revenue metrics

• Strong intuition for sales economics, activity-to-output ratios, and what kills performance at scale; analyze variance across reps, segments, and markets and bring clarity to "why deals die" and "why wins happen"

• Partner with CRO to design and evolve revenue engine architecture; define how activity, pipeline, conversion, and capacity connect end-to-end; build durable frameworks that scale across products and motions

• Partner with leadership on headcount planning, ramp models, and capacity forecasting; identify capacity constraints before they limit growth

• Partner with CRO and Finance on quota-setting methodology, design OTE models, and pressure-test quotas against capacity and attainment assumptions; ensure incentives, process, and reporting reinforce the same behaviors

• Serve as connective tissue between Sales, Marketing, Finance, Enablement, and Data; comfortable pushing back with evidence and acting as confident partner and trusted advisor to CRO and functional leaders

• Translate board- and exec-level questions into fast, defensible answers; present revenue insights with clear implications and recommended actions; ensure CRO never makes material decisions with incomplete data

• Design systems around decision-making rather than reporting; ensure every revenue owner has data required to make timely, confident decisions; bias toward clarity over complexity

• Partner with Sales leadership on pipeline inspection and deal reviews; reduce ambiguity in forecasting, capacity, and performance discussions

What Sets You Apart

• 5-8 years in Sales, Revenue Operations, Sales Operations, or Sales Strategy

• Experience supporting scaling sales organizations

• Ability to partner closely with executive leadership & stakeholders

• Proven track record implementing systems and improving processes

• End-to-end ownership of forecasting, pipeline inspection, and revenue reporting

Why Fundwell?

• Generous paid time off

• 401(k) retirement plan

• Opportunities for professional growth and advancement within a rapidly growing fintech leader.

• Collaborative, supportive team culture with a focus on training and development.

• Prime office location in New York, NY.