Director, Revenue Operations

Wealth.com Inc.

Job Overview

Location

Phoenix, AZ

Job Type

Full-time

Full Job Description

📋 Description

• As Director of Revenue Operations, GTM Systems at Wealth.com, you will own the systems, data, and automation layer that powers how the company acquires, converts, and retains clients, directly impacting revenue engine performance and scalability.
• You will design and maintain the GTM tech stack (Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified), build integrations and automations, deploy AI-native workflows, manage deal desk and pricing governance, and ensure Salesforce data integrity through reporting, hygiene, and attribution improvements.
• You will join a certified Great Place to Work (2024) and Fast Company finalist for Best Workplaces for Innovators, working within a collaborative, innovative culture at a leading AI-powered wealth management platform experiencing rapid, sustainable growth.
• You will develop strategic and technical expertise in revenue operations, AI workflow automation, GTM system architecture, and cross-functional leadership, with measurable impact on rep productivity, deal velocity, pricing consistency, and data trust within your first 90 days and beyond.

🎯 Requirements

• 4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company
• Deep Salesforce proficiency including building reports, managing objects, and diagnosing data issues independently
• Gong expertise including configuring trackers, building scorecards, and extracting deal and coaching intelligence
• Demonstrated experience building automations and integrating systems across a multi-tool GTM stack
• Strong communication skills to translate technical architecture for both sales reps and executives
• Experience with DealHub, Outreach, ChiliPiper, and/or Qualified (preferred)
• Background deploying AI-assisted workflows in a sales or revenue context (preferred)
• Familiarity with BI tools such as Omni or Looker (preferred)
• Experience in fintech or wealth management (preferred)
• Track record of leading tool rollouts and driving adoption with sales teams (preferred)

🏖️ Benefits

• Excellent medical, dental, and vision insurance options with low-cost premium structures
• 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 company match and 100% vesting upon hire
• Generous PTO starting at 15 days in year one, increasing annually up to 20 days
• Flexible, use-it-your-way vacation in increments as small as one hour
• Holiday and birthday time off encouraged
• Free estate planning services

Skills & Technologies

Onsite

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Wealth.com Inc.

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About Wealth.com Inc.

Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.

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