Revenue Operations Manager

At Finary, our mission is to change how money can work for you. We are building a one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!

Mounir launched Finary in 2021. Since then, Finary has made great strides by reaching 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.

A new generation of investors is emerging: an ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt of. Finary exists to revolutionize the personal money management experience.

To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom), and Eric Demuth (CEO of Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.

There’s never been a more exciting time to join Finary!

At Finary, you’ll join a team of top performers driven by excellence, ambition, and a shared mission to reinvent personal finance. We move fast, aim high, and value ownership above all. Our culture is demanding, transparent, and deeply collaborative. It’s not for everyone — but if you’re looking to raise the bar every day with equally driven teammates, this is the place to be.

Read more about our values here.

• A high-performing team - Work with A-players across every discipline in an environment that challenges you and helps you grow fast.

• Ownership - You’ll have freedom, responsibility, and trust from day one. We hire people for their talent, and we get out of their way.

• Impact that matters - Build a product that helps people take control of their financial future - a topic that affects everyone.

• A hybrid setup - We’re a hybrid setup company with teammates across France. We meet in person every 6 weeks in Paris.

• Competitive compensation - A package aligned with your experience and impact.

• Your degree, your school - we care about what you bring to the team.

• Ping pong tables, free laundry, or trendy perks - we focus on what truly matters.

At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our unique tech platform.

Forget about advisors that feel like salespeople: with Finary One, we are defining the Wealth Management model.

You'll be reporting into our VP Operations.

As our Revenue Operations Manager, you will be the backbone of Finary One’s revenue operations, ensuring smooth workflows, automation, and data-driven decision-making. You will manage our CRM (HubSpot), sales automation, customer journey, and operational KPIs to create a seamless experience for our clients and internal teams.

CRM & Lead Management

• Maintain and optimize HubSpot to track and manage leads efficiently.

• Ensure 100% lead capture and follow-ups with automation and workflows.

• Improve processes for meeting scheduling, handovers, and pipeline tracking.

Sales Operations & Process Optimization

• Design and enforce workflows for Advisory and Ops teams.

• Ensure seamless handover notes & process adherence for Ops Managers.

• Automate repetitive tasks to improve efficiency and reduce manual work.

Customer Experience & Retention

• Streamline onboarding and data collection to create a smooth client experience.

• Set up and track CSAT (Customer Satisfaction Score) for operations.

• Improve efficiency in subscription creation for our partners.

Data, KPIs & Reporting

• Build dashboards to track churn, expansion, lead conversion rates, CSAT, and financial performance.

• Provide insights and reports for continuous process improvement.

Tech & Tools Management

• Manage HubSpot and other advisory/ops tools.

• Test and implement new tools to improve workflows and efficiency.

• Ensure seamless adoption of technology within the team.

• 5+ years of experience in Sales Operations, Revenue Operations, or related fields.

• Background in Financial Services is a plus.

• Proficiency in CRM systems (HubSpot) and automation tools.

• Strong data analysis skills and ability to generate actionable insights.

• Experience with CSAT, KPI tracking, and sales automation.

• Comfortable testing and implementing new tools and technologies.

• based in Paris and french native speaker (both mandatory)

• Play sport on a competitive level

Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.