Revenue Operations Specialist

Posted 5 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
90K-110K Annually
Mid level
Fintech • Financial Services
The AI-native intelligence platform for modern credit teams.
The Role
Supports the end-to-end sales process, including opportunities, quoting, renewals, amendments, approvals, and deal execution. Troubleshoots sales process and tooling issues, reviews deal accuracy, maintains Salesforce data quality, and supports reporting and analysis. The role collaborates with Finance, Legal, Customer Success, and Revenue Operations, while identifying process improvements, maintaining documentation, and enabling sales teams to follow established workflows.
Summary Generated by Built In

About 9fin

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion.

Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets.

Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption.

We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide.

The opportunity

We’re looking for a Revenue Operations Specialist to join our growing US team and help make it easier for our commercial teams to do their best work. This role has an in-office requirement of 3 days a week.

You'll sit close to Sales and be the person they turn to when something in the deal cycle isn't clear — from opportunities and quotes to renewals, amendments, and the more unusual scenarios that don't fit a template. You'll troubleshoot issues, catch and fix mistakes before they cause problems downstream, and jump on calls with sellers when a deal needs a second pair of eyes in real time.

You'll also help keep our commercial data clean and reliable in Salesforce — spotting and merging duplicates, keeping account hierarchies accurate, and helping shape the rules and processes that prevent these issues in the first place.

Beyond day-to-day deal support, you'll spot the patterns in what Sales is asking for and feed those back as concrete process, tooling and enablement improvements. This is a hands-on role, but one with real room to grow: as you build depth across Salesforce and our wider revenue tech stack, you'll take on more analytical and strategic work — from reporting and systems projects to cross-functional initiatives with Finance, Legal, Customer Success, and the wider Revenue Operations team.

It's a great opportunity for someone who already has a solid foundation in RevOps or Sales Operations, enjoys being close to the commercial team, and wants to develop into a well-rounded Revenue Operations professional.

What you'll work on
  • Support the end-to-end sales process, including opportunities, quoting, renewals, amendments, approvals, and deal support.

  • Act as the first point of contact for Sales on operational questions, helping troubleshoot process and tooling issues and escalating where needed.

  • Review opportunities, quotes, and deal structures for accuracy and completeness.

  • Help maintain and improve data quality in Salesforce — identify and merge duplicate accounts and contacts, ensure correct account hierarchies, and contribute to validation rules, processes and enablement that prevent these issues at source.

  • Apply a strong understanding of SaaS commercial concepts and metrics, including ARR, renewals, expansions, contractions, and deal deltas.

  • Help running ad hoc reporting and analysis for the sales team

  • Support standard and non-standard commercial scenarios using established processes and approval frameworks.

  • Collaborate with Finance, Legal, Customer Success, and the wider Revenue Operations team to help deals move efficiently.

  • Identify recurring operational issues and contribute practical suggestions for process improvement.

  • Maintain clear process documentation and support sales teams in understanding and following established workflows.

About You
  • 2+ years experience in Revenue Operations, Sales Operations, or a similar commercial operations role, ideally within a SaaS business.

  • Experience supporting sales processes such as opportunity management, quoting, renewals, amendments, and deal execution.

  • Strong familiarity with Salesforce or a similar CRM, with the confidence to navigate tools and investigate issues independently.

  • A good understanding of SaaS revenue metrics and commercial deal structures.

  • Strong attention to detail, analytical thinking, and problem-solving skills.

  • Clear communication skills and the ability to work effectively with Sales and cross-functional teams.

  • Comfortable working independently within established processes and knowing when to escalate.

Our benefits

We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

  • Competitive Salary: $90,000 - $110,000

  • 401(k) (9fin pay 3%, employee contributions are uncapped)

  • Private Health Insurance, with Dental and Vision

  • Paid sick leave

  • Disability Insurance (New York)

  • Commuter Benefit

Time off

  • 25 vacation days per year

  • Local public holiday

  • Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work

  • Work abroad for up to 3 months a year

  • 1 month paid sabbatical after 5 years of service

  • Enhanced parental leave & flexible working arrangements available

Training & Culture

  • Professional learning and development budget

  • AI experimentation budget of $1,000 per employee to trial AI tools

  • Bi-annual team socials

  • Summer and Winter company social events

9fin is an equal opportunities employer

At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Skills Required

  • 2-5 years of experience in Revenue Operations, Sales Operations, or a similar commercial operations role, ideally in SaaS
  • Experience supporting opportunity management, quoting, renewals, amendments, and deal execution
  • Strong familiarity with Salesforce or a similar CRM, including independently investigating issues
  • Understanding of SaaS revenue metrics and commercial deal structures
  • Strong attention to detail, analytical thinking, and problem-solving skills
  • Clear communication skills and ability to work effectively with Sales and cross-functional teams
  • Ability to work independently within established processes and know when to escalate

9fin Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about 9fin and has not been reviewed or approved by 9fin.

  • Healthcare Strength Pay and benefits are presented as including comprehensive medical, dental, and vision coverage, with life, disability, and FSA/HSA options also listed. Built In’s profile additionally describes “100% coverage” for certain health categories, which signals a robust health offering pending plan-detail confirmation.
  • Leave & Time Off Breadth Time off is positioned as generous, including 25 PTO days plus public holidays, paid sick time, and a one-month paid sabbatical after five years. The package is also framed as including a work-from-anywhere allowance in some locations, strengthening the perceived total rewards beyond base pay.
  • Parental & Family Support Parental leave is described as enhanced, with 22 weeks at full pay for birthing parents and 12 weeks at full pay for non-birthing parents. These policies are repeatedly highlighted as a standout element of the overall benefits package.

9fin Insights

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The Company
HQ: London, England
600 Employees
Year Founded: 2016

What We Do

9fin is the AI-native platform for credit markets. We’re building the data and AI infrastructure behind an essential part of the global economy, one that funds governments, businesses and infrastructure, and keeps capital flowing around the world. By bringing together proprietary data, market intelligence and AI, we give leading financial institutions a complete view of credit and the tools to reduce risk, move faster and make better decisions. More than 350 of the world’s leading credit teams use 9fin, including all of the top 10 investment banks, 80% of trading desks, and asset managers overseeing a combined $17 trillion in AUM. Backed by more than $250 million in funding and valued at $1.3 billion, 9fin is expanding globally, moving deeper across public and private markets, and putting AI into the hands of the world’s most sophisticated credit teams. We’re scaling fast, but we’re nowhere near done. This is the stage where you can genuinely shape what 9fin becomes. You’ll get real ownership, tackle problems that haven’t been solved before, and share in the value you help create. We’re building toward a single goal: becoming the #1 global provider of AI, data, and analytics for the debt capital markets — this decade! If you want to work on meaningful problems at real scale, there’s plenty to do here. We'd love for you to build with us.

Why Work With Us

We're a team with a variety of professional and personal backgrounds. This affords us the opportunity to see things from many different angles. With space to both think deeply but also act quickly, responsibility and flexibility are abundant in equal measures at 9fin.

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