Revenue Ops Lead

About the Role

As a Revenue Operations Lead, you will be the strategic connector between Marketing, Sales, and Customer Success. You will design the systems, processes, and data engines that support predictable, efficient, and scalable revenue growth. This role blends analytical depth with strong business judgment. You will ensure our GTM teams operate from a single source of truth, our insights guide decisions, and our operations keep pace with a fast-scaling business. If you thrive in high-growth environments and know how to build structure where none exists, this is your arena.

About the Team

You’ll join a mission-driven, fast-moving organization modernizing how credit unions serve their members. Our GTM teams operate with high ownership and tight collaboration across Marketing, Sales, Product, and Customer Success. As part of the Revenue Operations team, you will build the function from the ground up. You’ll create the systems, data foundations, and operational discipline that connect our GTM motion, eliminate friction, and support scalable, predictable growth. This is a foundational role with significant visibility and long-term impact.

What You’ll Do

Within 3 months, you will:

• Develop a deep understanding of our revenue funnel, customer journey, and GTM motions

• Audit current tools, data flows, and operational gaps across Marketing, Sales, and CS

• Deliver a prioritized roadmap for systems, reporting, and process improvements

• Establish initial KPIs and dashboards to improve visibility and decision-making

Within 6 months, you will:

• Implement scalable workflows and data structures across Salesforce and GTM tooling

• Build forecasting, pipeline analysis, and performance reporting that leadership relies on weekly

• Align revenue systems to create a single source of truth for the GTM organization

• Launch enablement programs and foundational playbooks for Marketing, Sales, and CS

Within 9 months, you will:

• Fully own the end-to-end revenue engine and operational cadence

• Drive measurable improvements in conversion, retention, and forecasting accuracy

• Identify and resolve friction points across the customer journey to improve efficiency

• Serve as a strategic partner to executives, aligning operational execution with company goals

What You’ll Bring

• 5-7+ years of experience in Revenue Operations, Sales Operations, or a related GTM operations function in B2B SaaS or fintech

• Proven success leading cross-functional initiatives across marketing, sales, and customer success

• Expertise with CRM systems (Salesforce preferred), analytics, and modern GTM tooling

• Strong strategic thinking paired with the ability to dive deep into data and process details

• Excellent communication and collaboration skills in fast-paced, high-growth environments

• Experience building or scaling a RevOps function from the ground up is a strong plus

Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.

About Us

Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt.  Unlike traditional financial institutions, Clutch develops software to turn credit unions into FinTech lenders and leverage their balance sheets to lend responsibly to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.
A Note About AI at Clutch
We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation.
That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!