Director of Revenue Operations

Highbeam is building the future of business banking and cash management.

Our platform combines AI agents, automated financial workflows, and integrated financial products that save brands time and money.

Customers have generated billions in sales and include well-known brands such as Cuts, Tushy, NYON, Sabah, Still Here, Alice Mushrooms, Original Grain, birddogs, and more.

Our team includes alumni of Shopify, Square, Toast, Rippling, and McKinsey.

We've raised $42M in equity from Acrew, FirstMark, Mayfield, and Two Sigma Ventures.

About this Role

We're looking for a founding Director of Revenue Operations to build and operationalize the strategy, systems, and insights that power Highbeam's go-to-market engine. As a strategic individual contributor, you'll work directly with Sales, Growth Marketing, Customer Success, and company leadership to unify data, optimize the sales motion, and enable scalable, predictable revenue growth.

You'll design and own the infrastructure that ties together quota planning, ICP definition, close rate optimization, and lead-to-close cycle insights. This includes building a unified view of the revenue funnel across tools like HubSpot, implementing processes that support high-velocity GTM execution, and translating analytics into action at every stage of the customer journey.

This role will be in-person in New York.

What you'll do

• Partner with executive leadership to define and operationalize GTM strategy, ICPs, quotas, and performance goals that drive predictable growth

• Design and implement scalable systems, processes, and tools across lead management, quota setting, performance measurement, and reporting

• Build and maintain unified dashboards in HubSpot and other GTM tools to track pipeline health, funnel performance, retention, and quota attainment

• Analyze full-funnel metrics (conversion, velocity, forecast accuracy) to identify risks, opportunities, and growth levers

• Develop forecasting and predictive models to support growth planning, resource allocation, and revenue confidence

• Collaborate with Sales and Marketing to improve targeting, optimize lead handoffs, measure campaign effectiveness, and align incentives with revenue goals

• Provide strategic insights, scenario planning, and recommendations to inform executive decision-making and resource deployment

• Stay current on RevOps best practices, analytics advancements, and sales compensation design to ensure operational efficiency and scalability

Skills and Qualifications

• 8 - 12+ years in Revenue Operations or related functions (Sales Ops, Marketing Ops, BizOps), ideally in high-growth B2B SaaS or fintech

• Proven success supporting multiple sales motions (PLG, outbound, partner-led) and aligning GTM functions across Sales, Marketing, and Customer Success

• Strong command of RevOps fundamentals: pipeline management, quota/territory design, forecasting, and revenue reporting

• Deep expertise in using data to drive decision-making - able to turn complex datasets into clear, actionable insights that influence GTM strategy

• Hands-on experience building and optimizing HubSpot and other GTM systems, including ICP definition, lead scoring, funnel metrics, and attribution modeling

• Effective cross-functional leader with experience aligning senior stakeholders across Marketing, Sales, and Product on KPIs and growth goals

• Excellent communication and executive-level reporting skills - able to distill insights for leadership and influence strategic decisions

• Comfortable operating independently in fast-paced, ambiguous environments with high ownership and resourcefulness

• Excellent communicator with executive-level reporting skills; bonus if experienced in VC/PE-backed environments or scaling from early stage to $100M+ ARR

You'll thrive at Highbeam if

• You love working in-person with a high-performing team

• You enjoy working in an idea-meritocratic, low-ego environment

• You are proactive and self-directed, and you excel in ambiguous, fast moving environments

• You care about delivering a polished customer experience

• Bonus: You have experience working in fintech, AI or early-stage startups

What we offer

• Chance to join the founding team of a well-funded startup chasing a huge opportunity

• Competitive salary and meaningful equity

• Great location: Our NYC office is in NoHo, a short walk from the A,C,E B,D,F,M N,Q,R,W 1 6 trains. Our Toronto office is downtown near Osgoode Station.

• Generous PTO

• Comprehensive health & benefits package

• Stipends for lunch, commute, wellness, and purchasing customer products

• Yearly offsite-this year we're going to Mexico City!