Director of Revenue Operations

Flex is building a finance super app for business owners — reimagining every single aspect of the financial workflow and financial services for any entrepreneur. The company has grown revenue 25x+ since publicly launching in September 2023 and is on track to achieve profitability by early 2025. Flex is focused on mid-market businesses ($3 - $100M revenue) that are largely overlooked by existing fintech solutions and reliant on slow and outdated regional banks.  We are targeting a ~$1T revenue opportunity that is largely up for grabs.

Flex is a fully remote company and this role can be performed from anywhere.

🕺 About the Role

As the Director of Revenue Operations, you will build and manage processes, systems, and data that span across the customer-buying journey (Marketing, Sales, and Post-Sales), including Salesforce as the primary tool. You will collaborate cross-functionally with GTM teams, BizOps, Risk, Marketing, Product, Engineering, and Executive Leadership to ensure RevOps runs effectively and efficiently, supporting achieving company priorities.

✅ What You’ll Do

* Manage GTM tool stack, which includes the CRM, marketing automation, contact enrichment, sales engagement, etc.

* Partner with leaders in Sales, Underwriting, Operations, Data Engineering, and Marketing to implement requirements from newly developed or refined processes and strategies in the CRM and the general GTM stack

*Serve as a Salesforce Data Architect capable of designing and implementing custom objects, fields, and relationships within the Salesforce ecosystem from scratch.

*Work with the Data team to optimize data models around performance, scalability, and business processes [to enhance reporting capabilities, and drive business intelligence across the organization]

*Spearhead core operational processes, such as revenue pipeline forecasting, customer segmentation, commission calculations; and marketing, sales, and customer-success funnel optimization.

* Collaborate to build GTM models for revenue targets, headcount, and capacity.

* Support the quarterly and annual planning process across the GTM functions.

* Contribute and partake in enabling GTM stakeholders with processes and technology.

* Ensure seamless data flow and strong data governance across all GTM systems.

* Develop OKRs, KPIs, and metrics for the different GTM functional areas in partnership with function leaders.

*Generate and maintain datasets, reports, dashboards, and general data/analyticalvisualizations.

*Conduct regular cadence and ad-hoc analysis of performance, productivity, and efficiency at the GTM functional level, then segment/team level, and down to the rep level

⚡️ What You Bring

*At least 5 years building Salesforce architecture/processes

*At least 2 years in manager/director level role at a Fintech 

*Focus on data architecture cleanliness, attention to detail

*Ability to work collaboratively and take initiative

* Proficient in Sql (we use PostgreSql and BigQuery)

Nice to have:   Experience at a high-growth early stage startup

Interested?  We'd love to hear from you

At Flex, we value passion, determination, and honesty. Even if you don't fully match the job specifics, we encourage you to apply. Unusual career paths and unique skills can help you stand out. We believe diversity drives our success. Join us at jobs@flex.one