Revenue Operations Lead

Pinwheel helps banks win primacy by making switching direct deposits easy. Through exclusive and first-of-its-kind partnerships with payroll providers, Pinwheel can instantly authenticate consumers without credentials. This new product provides best-in-class conversion, greater security, better insights, and a seamless UX for switching direct deposits at the world’s leading financial institutions.

Pinwheel’s platform has enterprise-grade security protocols to power connections to over 1,800 platforms (covering up to 100% of US workers paid via direct deposit) and over 1.5 million employers. From that point of connectivity, leading fintechs and financial institutions (such as Block’s Cash App, Citizens Bank, Acorns, Credit Karma, and more) leverage us to power direct deposit switching, earned wage access, income & employment verification, and build innovative new products.

Pinwheel is trusted and funded with $77M by top-tier investors such as GGV, Coatue, First Round Capital, and more.

Who are we looking for?

We are seeking an exceptional RevOps Lead to transform revenue operations from a supporting and reactive function, to an innovative, proactive and strategic driver of the business. Reporting to the Chief Revenue Officer, with a dotted line into Finance, you will work cross functionally to implement reporting processes for the analysis of performance metrics; collaborating directly with Marketing, Sales, Channel, Business Development, Payments and Customer Success teams to align on strategy and design. This role will drive revenue effectiveness by establishing measurable processes to improve efficiency across rapidly growing Go-To-Market (GTM) teams.

What will you be doing?

• Provide strategic support to the CRO in running and analyzing the pipeline, forecasts, retention methods, and current OKRs.
• Communicate actionable insights to aid Revenue leadership in optimizing sales and enhancing retention.
• Craft and execute innovative strategies that promote customer retention and growth, increase efficiencies, and most importantly, solve for the ultimate customer experience as we enter a new phase of growth.
• Proactively recognize operational needs of our GTM team and build foundational systems, principles, processes and metrics to set the organization up for scale ($50-100mm+).
• Help support a strong enablement function that leads to improvements in Sales and CS productivity and new hire ramp time
• Lead the integration with Marketing to establish effective campaign execution, integrated lead flow management, and ongoing measurement and optimization/execution of our demand gen engine
• Partner with marketing to troubleshoot day-to-day breakdowns and inefficiencies in the integrated sales and marketing funnel and take ownership of leading resolutions through completion
• Partner with finance to drive KPI reporting for executive team/board, annual financial planning, segmentation, and go-to market plans & strategies
• Optimize sales and operational efficiency through innovative thinking, process improvement and sharing best practices across teams.
• Partner with leadership to identify knowledge and skills gaps across the company through continuous needs assessments.
• Establish and maintain operating cadence/rigor across all field functions to ensure the health of the business including forecast accuracy, funnel analysis, and pipeline management.
• Own our revenue tech stack; ensuring we have the right systems, tools, prioritization, documentation and integrations to enable operational excellence across sales and marketing
• Manage GTM services and software relationships
• Ensure consistent definitions of key business metrics, clean data flow, and alignment on data architecture
• Support executive deliverables such as Board Reviews, Town Halls, strategic planning, and more as needed

What experience, skills, and qualifications are necessary?

• 5+ years of experience in a Revenue Operations, Sales Operations, Marketing Operations, Strategy and/or Sales Leadership role in B2B SaaS environments
• Ability to lead through influence, working alongside organizational leadership (Sales, Finance, Marketing, Product Management, and Executive Team)
• Proven track record of leading change management, building aligned tooling and developing methods to measure and systemize Sales/CS KPIs for internal teams and customers
• Deep understanding of standard business practices related to Marketing & Sales Operations processes and systems
• Ability to be a player and a coach – comfortable rolling up your sleeves to implement tools, troubleshoot data issues, and tackle cross-functional issues preventing scaled growth
• Proficiency with Salesforce, Salesloft/Outreach, HubSpot, Zoominfo, etc.
• Ability to thrive in a fast-paced, ambiguous environment with a high degree of autonomy
• Excellent communication skills, particularly with executive-level partners

Why join Pinwheel?

Best time to join – Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company.

Be a cultural builder – You will have an active hand in molding the company culture and being a part of the entrepreneurial journey.

Build Something Revolutionary – Help build the consumer data infrastructure of the future.

Belong – Join a community that is passionate and relentless about building fairer financial systems for all.

Benefits included

• Excellent compensation & equity packages
• Full medical, dental, and vision benefits
• Life & short-term disability insurance
• Unlimited vacation
• Paid parental leave
• 401K for retirement planning
• Mentorship opportunities
• Free Citibike membership
• Pet-friendly offices and Zoom spaces

At Pinwheel, total compensation is made up of salary + equity + benefits. We recruit motivated and high performing talent, and work to compensate people in line with the value they can bring to the organization in delivering outsized results. The talent market is competitive, and maintaining our ability to recruit and retain the best team possible is a top priority for Pinwheel. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation. The expected cash salary range for this role is $170,000 – $190,000.

Diversity & Inclusion at Pinwheel

The success of our commitment to diversity, equity, and inclusion relies on continuous, immersive learning and dialogue within our entire team. All employees of Pinwheel are expected to demonstrate behaviors of equity, advocacy, activism, inclusion, and anti-racism in the workplace.

Tagged as: Revenue Operations, RevOps