Senior Revenue Operations Manager

At Posh, we’re revolutionizing the way financial institutions work — and we’re looking for a Senior Revenue Operations Manager to help us scale smarter, faster, and more strategically. This is a high-impact, hands-on role where you’ll own the strategy, systems, and processes that align Marketing, Sales, and Client Success across the entire customer journey.

If you thrive in ambiguity, love turning complexity into clarity, and are passionate about building the operational foundation for hyper-growth, this role is for you. You’ll architect scalable GTM systems, transform data into insights, and partner with leadership to accelerate revenue growth.

Build & Optimize the Revenue Engine

• Design, implement, and continuously improve scalable GTM processes across Sales, Marketing, and Client Success.

• Partner with leaders to design sales processes, define territories, set quotas, and create commission plans that motivate and drive performance.

• Break down silos, align teams, and ensure a frictionless customer journey.

Lead with Data

• Own forecasting, pipeline reporting, and conversion analysis — turning data into actionable strategies.

• Build dashboards and reporting frameworks to track KPIs, client ROI, and product adoption.

• Surface trends and insights that help the business make smarter, faster decisions.

Streamline & Automate

• Identify bottlenecks, design solutions, and roll out automation that boosts efficiency and scalability.

• Create process maps and documentation so our GTM playbook is crystal clear.

Own the Tech Stack

• Lead the strategy and optimization of our GTM systems — including Salesforce (CRM), HubSpot (Marketing Automation), DealHub (CPQ), and Outreach (Outbound Automation).

• Drive system integrations, manage workflows, and enforce data hygiene for accuracy and consistency.

Champion Cross-Functional Collaboration

• Act as the connective tissue between Marketing, Sales, Client Success, and Finance.

• Support investor reporting and strategic planning with data and insights.

• 6+ years in Revenue Ops, Sales Ops, Marketing Ops, or a related role in a B2B SaaS

• Proven success building and scaling GTM processes in high-growth companies.

• Strong analytical skills, with proficiency in data analysis and reporting tools. Advanced Microsoft Excel / Google Sheets / Microsoft PowerPoint / Google Slides experience is essential. SQL is desirable.

• Strong understanding of CRM systems (e.g., Salesforce, Hubspot). Applicants must have 4+ years of Salesforce or Hubspot experience. Bonus points for being an admin.

• A proactive and solution-driven mindset, with a strong focus on execution and getting things accomplished.

• Comfortable working independently and leading through ambiguity in a fast-paced, evolving environment.

Financial institutions—banks and credit unions—are undergoing a seismic shift in how they operate and serve their customers. History is being written right now, and at Posh, we’re writing the story.

Since 2018, we’ve been harnessing cutting-edge AI to help FIs work smarter and serve better. This isn’t just hype—our products power millions of interactions every month for over a hundred unique financial institutions and counting.

As AI and NLP continue to evolve at breakneck speed, we stay two steps ahead: innovating internally and integrating the best from across the industry. We're building AI assistants for both end customers and internal employees, all within a shared ecosystem defined by our core moats—knowledge (what an assistant knows) and integration (what it can do).

We believe verticalized AI will win—and with financial services as our sole focus, we're building deeply nuanced, valuable solutions where generic platforms fall short.

If you’re eager to join the company that’s actively drafting the history books on the most seismic shift of FI strategy, we’d love to hear from you!

• Competitive salary and equity

• Award-winning, high-impact products backed by $45M+ in top-tier fintech funding

• Remote-first with optional coworking in Boston and NYC

• Free lunches at Boston HQ on Tuesdays & Wednesdays

• Unlimited PTO and flexible work schedules

• Health, dental, and vision insurance

• Paid parental leave

• Dedicated budget and time for personal/professional development

• Team on-sites and off-sites to build bonds and drive innovation

• The opportunity to shape the core intelligence behind the next generation of AI-powered financial tools

If you're excited to craft the intelligence layer that empowers AI assistants to perform, adapt, and evolve—we’d love to meet you.

Posh is committed to building a diverse and inclusive team where people of all backgrounds, identities, and experiences can thrive.

Our company does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.