MX is a fintech company on a mission to empower the world to be financially strong. We build technology that helps banks, credit unions, and fintechs deliver smarter, more intuitive financial experiences to millions of people.
Like many startups, we’ve navigated real growth challenges — and we’ve come out stronger on the other side. Today, MX is in a phase of renewed momentum and scale, with a solid foundation and a clear vision for what’s next. This is a place where thoughtful execution matters, innovation is encouraged, and individuals have real ownership over their work.
Our culture values curiosity, accountability, and impact. We give people the space to question assumptions, design better solutions, and help shape how the company grows. If you’re looking to do meaningful work, influence outcomes, and grow alongside a company that’s ready to move fast, you’ll feel at home at MX.
MX is looking for a Director, Revenue & Marketing Operations. This strategic leader is responsible for driving operational excellence, scalability, and alignment across Sales, Marketing, Finance, and Business Systems. This role owns the end-to-end revenue operations function, including sales process optimization, forecasting, territory planning, systems management, marketing operations, and analytics.
You will lead the strategy, execution, and continuous improvement of processes and technologies that power the revenue engine. By building a high-performing team and establishing data-driven decision-making, you will enable predictable growth, improved efficiency, and strong cross-functional collaboration across the organization.
Job Duties
Lead and execute the overall Revenue & Marketing Operations strategy aligned to company growth objectives
Own territory design, quota setting, and capacity planning to maximize sales performance
Drive forecasting, pipeline management, and strategic planning in partnership with Finance
Develop and maintain reporting, dashboards, and analytics to inform decision-making and improve performance
Design, standardize, and optimize end-to-end sales processes and workflows
Manage and scale the revenue technology stack, including CRM (Salesforce) and marketing automation platforms
Oversee marketing operations, including lead lifecycle management, scoring, routing, attribution, and campaign operations
Ensure data integrity, system integration, and compliance with applicable data/privacy regulations
Establish and enforce SLAs and processes across Marketing, BDR, and Sales teams to improve funnel conversion
Lead, mentor, and develop a high-performing Revenue Operations team
Drive accountability through KPIs, scorecards, and performance management
Partner cross-functionally with Sales, Marketing, Finance, and Business Systems leadership
Manage budgets, vendor relationships, and technology investments to maximize ROI
Lead change management initiatives related to systems, processes, and organizational improvements
Job Qualifications
8–12+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations within a SaaS or software environment
3–5+ years of experience leading and developing high-performing teams
Deep expertise in sales and marketing processes, forecasting, pipeline management, and analytics
Strong experience with CRM platforms (Salesforce preferred) and modern marketing technology stacks (automation, CDP, attribution tools)
Proven ability to design and scale operational processes in high-growth environments
Advanced analytical skills with experience translating data into actionable insights
Experience partnering with Finance/FP&A on forecasting and planning
Strong project management and change management capabilities
Excellent communication and stakeholder management skills, with the ability to influence senior leadership
Bachelor’s degree required; MBA or advanced degree preferred
Salesforce CRM, BI/analytics tools, and modern revenue tech stack
Collaboration tools such as Google Workspace, Slack, Zoom, Jira, and Confluence
Dedicated support from Finance, Deal Desk, and Business Systems teams
Preferred Qualifications
Experience in fintech or financial services
Familiarity with subscription-based or ARR revenue models
Experience with sales compensation and incentive design
Background in process improvement methodologies (e.g., Lean, Six Sigma)
At MX, we are a high-performance organization that thrives on trust and results. This role is based in Lehi, Utah. We believe in empowering our team members to deliver exceptional outcomes while taking advantage of our incredible office space when it best supports their work. Our Utah office features onsite perks such as company-paid meals, massage therapists, a sports simulator, gym, mother’s lounge, and meditation room and meaningful interactions with amazing people. We encourage team members to come together in the office to collaborate, kick off key projects, or strategize cross-functionally, fostering connection and innovation.
MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to [email protected].
MX Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MX Technologies and has not been reviewed or approved by MX Technologies.
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Leave & Time Off Breadth — Time off includes flexible time off, paid holidays, and a companywide winter recharge week. A formal sabbatical program and flexible working arrangements expand time‑away options.
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Healthcare Strength — Healthcare support includes subsidized medical coverage, employer HSA contributions, and free mental‑health options with access to financial and legal services. These offerings indicate a robust core health package.
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Parental & Family Support — Parental and family support features generous parental leave and childcare support within a stated family‑first approach. Such resources strengthen coverage for growing families.
MX Technologies Insights
What We Do
MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience. MX Technologies, the financial data platform and leader in modern connectivity, helps organizations everywhere connect to the world’s financial data and turn raw, unstructured data into their most valuable asset to deliver intelligent and personalized money experiences. MX connects more than 16,000 financial institutions and fintechs providing the industry’s most reliable and secure data connectivity network. MX Technologies enhances financial data by cleansing, categorizing, and adding metadata that empowers organizations to deliver personalized experiences, reduce fraud, approve loans faster, and help customers save and invest smarter. Founded in 2010, MX Technologies is one of the fastest-growing fintech innovators. Additionally, MX powers 85% of digital banking providers, as well as thousands of banks, credit unions, and fintechs, with a combined reach of over 200 million consumers.
