Revenue Operations Lead

Posted 4 Days Ago
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New York City, NY
In-Office
Senior level
Fintech
Capchase provides flexible payment solutions to B2B software, cloud and AI companies.
The Role
The Revenue Operations Lead role at Capchase involves managing systems, processes, and analytics to support Business Development, Account Management, and marketing teams, ensuring data accuracy and facilitating performance insights.
Summary Generated by Built In

Capchase is the #1 platform for vendor financing in tech. We help software and hardware vendors offer flexible installment payments as part of the sales process, improving conversion rates and cashflow.  We provide an awesome buyer experience.

Capchase was founded in 2020 and is headquartered in NYC. We’ve provided over $2.5B in funding to thousands of companies and operate in the US and Europe. We are backed by QED (Nubank, Klarna), 01 Advisors (Tipalti, MasterClass), Bling Capital (Airtable, GitLab, Lyft, Square), SciFi (Stripe, Brex), Caffeinated Capital (Opendoor, Airtable), Thomvest, Invesco and many other leading investors.

Some of our achievements:

➡ Supporting thousands of software companies and software buyers
👫 80 Capchasers representing 15+ nationalities
🌎 Active in 8 markets
📈 Top Decile Growth
🏅 Ranked #1 across B2B BNPL

In December 2024 we reached the top of the Installment Payment, BNPL category on G2, #1 in B2B.

Why work with us?

Help accelerate an industry!

At Capchase, we are transforming how software and tech-enabled hardware equipment gets financed, we move and innovate fast. We’re always looking for the brightest minds to join us. We’re a diverse team of 15+ nationalities with a shared passion for helping innovative companies thrive. Join the climb with us!

About the Role
Capchase is scaling loan origination volume and has an opportunity to be the largest lender in the space over the next 24mos. To reach this scale, we need a Revenue Operations Lead who can architect and manage the systems, processes, and analytics that power our GTM engine. This is a highly strategic, hands-on role—responsible for enabling our BD, AM, and marketing teams to operate with precision and for giving leadership the insights needed to manage performance.

Key Responsibilities

  • Process & System Design

    • Own the end-to-end GTM system architecture (CRM, marketing automation, reporting stack).

    • Standardize workflows for BD and AM teams (account assignment, partner tracking, opportunity management).

    • Ensure clean data and accurate attribution for origination and revenue.

  • Performance Management

    • Build dashboards for pipeline health, origination forecasts, and partner performance.

    • Establish leading indicators (account engagement, partner activation) and tie them to outcomes.

    • Partner with Finance to align reporting on bookings, revenue, and OPEX efficiency.

  • Enablement & Productivity

    • Equip GTM teams with tools and processes to increase efficiency.

    • Drive territory/account coverage models across OEMs, VARs, and MSPs.

    • Own all of GTM tooling

  • Strategic Projects

    • Lead annual GTM planning (capacity models, coverage, partner tiers).

    • Partner with executive leadership on board-level reporting and readouts

    • Identify and deploy AI across GTM

Competencies & Experience

  • 5–8+ years in RevOps, Sales Ops, or GTM Ops, ideally in fintech, SaaS, or vendor finance.

  • Deep experience in CRM administration and pipeline forecasting (Salesforce, HubSpot, or equivalent).

  • Strong analytical & financial modelling skills: builds models tying origination → booked revenue → yield.

  • Comfort operating in lean, high-growth environments with named account GTM motions.

  • Experience supporting partner/channel marketing programs (MDF tracking, ROI reporting).
    Excellent communicator — able to distill data into board-ready insights.

  • Highly structured operator, capable of balancing long-term systems building with immediate execution.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Top Skills

CRM
Hubspot
Marketing Automation
Salesforce
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The Company
HQ: New York, NY
75 Employees
Year Founded: 2020

What We Do

Capchase provides flexible payment solutions to B2B software, cloud and AI companies. Our core product, Capchase Pay, is a flexible buy-now-pay-later payment option which helps companies sell more and collect their cash faster. Our core product offering, Capchase Pay, is a flexible buy-now-pay-later payment option for B2B SaaS, hardware, and cloud purchases. It helps companies sell more and collect their cash faster.

Capchase was founded in 2020 and is headquartered in NYC. We’ve provided over $2.5B in funding to thousands of companies and operate in eight countries across North America and Europe. To carry out our mission, we've raised over $1B in capital from some of the best fintech investors and credit facility partners, including QED (Nubank, Klarna), 01 Advisors (Tipalti, MasterClass), Bling Capital (Airtable, GitLab, Lyft, Square), SciFi (Stripe, Brex), and Caffeinated (Opendoor, Airtable).

Some of our achievements:
➡ Supporting thousands of software companies and software buyers
👫 100 Capchasers representing 15+ nationalities
🌎 Active in 8 markets
📈 Top Decile Growth
🏅 Ranked #2 across the entire BNPL category, #1 for B2B

In December 2024 we reached the top of the Installment Payment, BNPL category on G2, #1 in B2B, and surpassed 2,000 Vendors and Buyers using Capchase Pay.

Why Work With Us

Help accelerate an industry
At Capchase, we’re building a category that hasn’t existed before—so we mean it when we say every day is different. We’re always looking for the brightest minds to join us. We’re a diverse team of 15+ nationalities with a shared passion for helping innovative companies thrive. Join the climb with us!

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