Finalis is building the Amazon of the capital markets.

✨ What will you be doing?

You will join the company’s go-to-market organization and lead the Revenue Operations team. As the key strategic leader managing all Revenue Operations functions, you will ensure a tight linkage between marketing, sales, customer success and finance. You will play a crucial role in driving the efficiency and effectiveness of our revenue-generating functions. You will achieve this by putting people, process, data and culture foremost in your decision-making.

You are a strategic and systems-oriented thinker, well-versed in the latest revenue operations strategies, particularly strategies for B2B capital markets fintech businesses. You are experienced in running revenue operations in a US SaaS Market within SMB (Small-Medium Business) segment, revenue performance management, sales processes, forecasting, pipeline management, commission planning, quota and territory design, sales tooling, data management, deal support, and order management as required for our sales teams to achieve their targets. You will lead and drive the organization to deliver on the revenue plan aligned with the company’s vision, mission, and key strategic objectives. Your role will require a blend of strategic thinking, operational excellence, and leadership skills to support the VP of Revenue in achieving the company’s sales and revenue objectives.

💬 What are the requirements for the position?

• Strategic Leadership & Revenue Diversity

  • Proven experience supporting revenue operations in a rapidly scaling business from a seven figure revenue run-rate amidst market uncertainties. Track record of leading and supporting sales operations for 2X revenue growth.

  • Experience managing and adapting to diverse revenue streams, including subscription, commissions, professional services, and other revenue models.

  • Work with Executive and Leadership teams to optimize existing revenue models and create new revenue streams using strong data interpretation skills to guide the strategy.

• Leadership in Revenue Operations Strategy and Communication

  • Develop and execute a comprehensive revenue enablement strategy to support sales teams.

  • Strong track record in leading, articulating and defending strategies across sales and business development.

  • Collaborate with sales leadership to identify training needs and implement effective enablement programs.

  • Design new variable pay strategies to incentivize the GTM team to achieve company objectives.

  • Work with Sales and Marketing Leadership to create and implement system improvements, territory planning, reporting dashboards, and more.

  • Work with Finance Leadership to create yearly capacity and headcount plans.

  • Drive alignment between sales, marketing, and customer success to enhance revenue outcomes.

  • Exceptional written and verbal communication skills, capable of engaging effectively both internally and externally.

• Operational Excellence & Data Driven Decision-making

  • Strong analytical skills and the proven ability to make informed decisions based on data analysis and market insights.

  • Design and run the sales operations management system, including pipeline management, forecasting, and performance metrics.

    • Establish key performance indicators (KPIs) for revenue operations and enablement.

    • Manage operating rhythms such as weekly reviews, sales forecasts, pipeline management, commission planning, KPI reviews, OKRs, quota, and territory design.

    • Data: Analyze sales data and provide insights to leadership for informed decision-making. Identifying opportunities for improvement and driving change within the GTM organization

    • Monitor and report on the performance of sales, marketing, and customer service teams, providing actionable insights. Create strategies that drive all teams within the Go-To-Market umbrella to work cohesively and maximize revenue.

    • Manage Revenue Operations sprints and project management reviews.

    • Building annual, quarterly and monthly sales/ARR/Bookings/Revenue forecasts in collaboration with Finance

    • Calculate the commissions, bonuses and incentives for the GTM team.

  • Oversee the sales support infrastructure, including CRM systems and sales automation tools, ensuring optimal functionality and utilization.

  • Implement and optimize Salesforce CRM systems to enhance sales productivity and data accuracy. Identify and implement tools and technologies that enhance revenue generation.

  • Define, document, implement, continuously evaluate, and improve sales processes to drive operational efficiency to ensure seamless execution of sales goals

  • Demonstrated ability to establish operational excellence, including SOPs

  • Provide data management & deal support to the GTM organization

• Team Building & Cross-Cultural Communication

  • Capability to build, train, and lead a world-class operations team.

  • Experience in working within cross-cultural environments and remote work modalities.

  • Provide strong leadership and mentorship to the sales operations team, fostering a culture of high performance and continuous improvement.

• Collaboration & Relationship Building

  • Ability to work closely with Product, Marketing and Finance teams for strategic alignment.

  • Skilled in intra-company collaboration and fostering strong relationships to drive results.

• Resource Management

  • Competence in developing resource plans aligned with strategy, budget, and operational constraints.

💬 What are the qualifications for the position?

• Leadership and Growth Experience:

  • Over 5 years in Sales/Revenue/Business Operations leadership roles with a focus on driving and implementing revenue growth in a SaaS startup within the US Market. Preferably a fintech/regtech.

  • Track record of supporting revenue growth and market share expansion via new product development in SMB (Small Medium Business) segment

  • Experience working directly with senior leadership and executive teams

• Strategic and Operational Expertise:

  • Demonstrated experience in running revenue operations in early stage companies.

  • Experience in deploying Salesforce CRM to drive process design and optimization across marketing and sales

  • History of making decisions based on business metrics.

  • Strong knowledge of Salesforce-CRM, and experience in related sales tools such as Sales Navigator, Outreach, ZoomInfo, Pitchbook, additional sales/marketing technologies and analytics tools.

• Hands-On Leadership and Collaboration Skills:

  • Inspirational, hands-on leadership approach. Ability to lead process and results across marketing, sales, customer success

  • Significant management experience with responsibility for leading remote multi-cultural teams

  • Ability to collaborate across teams for change management, quarterly objectives, and strategies.

  • Strong skills in systems thinking and execution, with an ability to handle multiple projects and maintain attention to detail.

• Communication and Organizational Abilities:

  • Exceptional communication skills in English, both written and spoken. Spanish is a plus

  • Experience with Google Workspace and the ability to manage confidential information.

  • Strong organizational skills, adaptable, with a high tolerance for ambiguity.

• Technical Proficiency and Educational Background:

  • Experience with Salesforce is a must

  • An MBA or equivalent advanced degree is preferred.

  • Relevant domain experience in fintech, marketplaces, investment banking, capital markets intelligence and workflow optimization.

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary

• USD $20 per month for Internet expenses

• Paid time off (Vacation and Flex Days)

• Professional Growth Opportunities

• Buddy Program

• Virtual After-Office Activities

• Diverse Culture & Inclusive environment

• Opportunity to participate in a commission and incentive equity plan

🌈 Why work at Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• We embody the trust we deliver

• We are extremely proactive

• We redefine, unite, and evolve

• We’re passionate about our work

• We exercise stewardship with our users, investors and each other.

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

🌍 How does Finalis work?

• We are a remote-first company with teams and partners distributed between the time zones of Eastern Standard Time and Eastern European Time.

• If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.

• Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible.

🚀 What does Finalis do?

Finalis is on a mission to make the capital markets accessible to everyone by building the Amazon for the capital markets.

Our go-to-market strategy begins in the back office of small and medium-sized investment banks, placement agencies, and independent dealmakers globally. Since launching, we have rapidly become the central nervous system of our users' back-office operations, uniquely positioning us to facilitate the entire deal lifecycle from origination to closure legally and compliantly. Our Smart Mission to make users successful by generating more deal flow, accelerating their deals from origination to close, and unlocking more revenue per user, crucial in this transition from a back-office tool to a capital markets exchange and market intelligence purveyor, ensures we maintain the trust of our users by aligning our strategy with our users' incentives.

Our Workflow solution, which digitizes the investment banking back-office, drove continued market impact and revenue growth. In 2023, we expanded our user base to over 260 firms and 500 bankers and generated over 1,500 capital raise and M&A deals in our Connect solution.

Connect will play a pivotal role in Finalis' next phase to deliver significant user value by driving further efficiencies across the deal lifecycle. In 2024, we aim to deliver deal origination solutions that position us as a revenue center for current and future users, significantly growing our average revenue per account. We also plan to extend our reach to new markets beyond our current ICPs, including sell side issuers like corporates and fund managers.

In 2024, we are committed to reinforcing our role as the indispensable capital markets ecosystem. Our focus will be on maximizing the value of Connect while enhancing Workflow and normalizing the vast amounts of financial data within Finalis. Join us in disrupting the securities industry, for good.