Note: The job is a remote job and is open to candidates in USA. Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors with modern estate planning solutions. The Director of Revenue Operations will design and manage the systems and automation that drive client acquisition, conversion, and retention, working closely with sales, marketing, and finance teams.

Responsibilities

• Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them
• Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems
• Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
• Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified
• Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts
• Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use
• Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
• Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management
• Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team
• Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
• Own the integrity of Salesforce including data standards, hygiene, object model, and governance
• Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
• Partner with leadership to close gaps in the data model and improve attribution visibility
• Automate manual data workflows to reduce errors and free up rep capacity

Skills

• 4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
• Deep Salesforce proficiency. You build reports, manage objects, and diagnose data issues independently
• Gong expertise. You configure trackers, build scorecards, and extract deal and coaching intelligence
• Demonstrated experience building automations and integrating systems across a multi-tool GTM stack
• Strong communication. You can translate technical architecture for sales reps and executives equally
• Experience with DealHub, Outreach, ChiliPiper, and/or Qualified
• Background deploying AI-assisted workflows in a sales or revenue context
• Familiarity with BI tools (Omni, Looker, or similar)
• Experience in fintech, or wealth management
• Track record of leading tool rollouts and driving adoption with the sales team

Benefits

• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
• 100% company-paid basic life insurance, short-term and long-term disability insurance
• 100% paid parental leave upon eligibility
• Company equity managed through Carta
• 401k with match and 100% vesting upon hire
• Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.
• Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.
• Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning!

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