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Finch is unifying employer systems such as HR, payroll, benefits, and employee identity under a single API.
The Role
Lead operational functions for Finch's go-to-market strategies, focusing on CRM, data integrity, dashboard creation, and cross-departmental insights.
Summary Generated by Built In
About Finch
We are on a mission to empower innovators to access the global employment ecosystem and connect the world's employers under a single API. To do this, we're looking for individuals who think about problems holistically and in-depth, who are relentlessly curious, self-starters, and determined to drive ideas from inception through to completion.
Finch is a Series B company backed by a fantastic set of firms, angels, and our developers including General Catalyst, Menlo Ventures, Homebrew, BoxGroup, YCombinator, Charley (1st business hire at Plaid), Sima (ex-Head of Biz Dev at Plaid), Henrique + Pedro (co-CEOs at Brex), Jeff + Wayne (co-CEOs at Digits), Immad (CEO at Mercury), Sam (CEO at Vouch Insurance), Karim (CTO at Ramp), and more.
About Our Team
We're a team of problem solvers who aren’t afraid to challenge assumptions. We value velocity, curiosity, empathy, and diverse perspectives. Everyone on the team is excited about the scope of the problems we address and the potential impact our work can have on the global workforce. We realize that the value we provide comes with great responsibilities, and therefore make security and privacy our highest priorities.
We come from a diverse set of backgrounds and each member brings different skills to the group. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and potential will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns.
About the role
You’ll be the operational backbone of Finch’s go-to-market engine, ensuring our systems, data, and processes run seamlessly while building toward a more strategic RevOps function. This role reports to the VP Revenue and partners closely with Sales, SE, AM, Success, and Marketing leadership.
You’ll begin by mastering the infrastructure, routing, reporting, automation, and tooling. Grow into a strategic partner shaping Strategy, Process, Technology, and Insights.
What you’ll do
- Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity.
- Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance.
- Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place.
- Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow.
- Design process automation for AE to AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing.
- Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance.
- Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time.
- Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy.
- Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights.
What you bring
- 3–5 years in Revenue Operations, Sales Ops, or GTM Systems roles.
- Deep understanding of Salesforce administration, reporting and GTM automation tools.
- Strong analytical mindset; comfortable building dashboards and translating business questions into data stories.
- Proven ability to balance detail and big-picture thinking, operational precision now, strategic scale later.
- Proven data structure with AI tools such as Clay and other available on the market
- Excellent communicator who can collaborate across Sales, Success, and Marketing.
- Curiosity to evolve from execution to strategy with an eye for designing the future of RevOps at Finch.
Success looks like
- Clean and reliable CRM data powering confident forecasting and funnel visibility.
- Seamless routing, automation, and reporting that save GTM teams time.
- Ensure strength in a fully connected GTM tech stack with strong adoption and accuracy.
- Standardized QBR and KPI dashboards that leadership trusts.
- Over time, ownership of strategic planning, segmentation, and RevOps frameworks that shape Finch’s GTM strategy.
What we offer
- Competitive equity with a 10-year exercise window
- Full medical, dental, and vision coverage (100% for employees, 85% for dependents)
- Unlimited PTO (with a 3-week minimum)
- 401(k) plan
- Regular team offsites and meetups
Finch is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Top Skills
Apollo
Catalyst
Chili Piper
Docusign
Gong
Outreach
Pylon
Salesforce
What the Team is Saying
Phil
Account Executive
Aren
Software Engineer
Lauren
Product Operations
Michelle
Partnerships Manager
Ryan
Account Executive
Alex
Product Manager
Ansel Parikh
Co-Founder
Shehu
Software Engineer
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The Company
What We Do
The world is moving towards more standardized, open, and interconnected data systems. However, employment infrastructure remains complex, closed, and fragmented.
Our mission is to democratize access to the infrastructure that underpins the employment sector and unlock much-needed innovations and create tremendous economic activities for both employers and employees.
Why Work With Us
We're a team of problem solvers who aren’t afraid to challenge assumptions and we take pride in building a high-ownership culture. We value ongoing feedback, constructive debates, commitment, and above all — honesty! We are excited about the scope of the problems we address and the potential impact our work can have on the global workforce.
Gallery
Finch Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We are a hybrid organization with offices in San Francisco and New York City. While we respect the dynamic environment many of us have been in since the start of the 2020s, we also recognize the value of collaborating in-person.
Typical time on-site:
2 days a week
