Revenue Operations & Strategy Lead

Posted 2 Days Ago
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San Francisco, CA
In-Office
170K-240K
Senior level
Fintech • Payments • Software • Financial Services
The Role
Lead revenue operations by setting strategies and optimizing processes, collaborating with teams to achieve financial goals and providing insights on performance.
Summary Generated by Built In

About Us:

At Parafin, we’re on a mission to grow small businesses.

Small businesses are the backbone of our economy, but traditional banks often don’t have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. 

We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools  to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. 

We’re a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more — all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities.

Join us in creating a future where every small business has the financial tools they need.

We are looking for a Revenue Operations & Strategy Lead to drive the next phase of Parafin’s growth. This role sits at the intersection of strategy, operations, and technology, partnering closely with our go-to-market, product, and finance teams. You will design and execute the systems, processes, and insights that enable us to scale efficiently and hit ambitious revenue targets.

As the first dedicated RevOps hire, you will set the foundation for how we measure performance, operationalize revenue goals, and optimize the GTM engine. From building financial models and forecasts to standing up dashboards and refining our Salesforce environment, you’ll own critical levers that directly impact growth.

The ideal candidate brings a mix of strategic thinking, analytical rigor, and hands-on execution. You thrive in ambiguity, enjoy rolling up your sleeves to solve complex problems, and have experience working across sales, marketing, product, and finance. This is a high-impact role with visibility across the organization and the opportunity to shape how Parafin scales its revenue operations.

What You’ll Be Doing:

Revenue Strategy & Planning

  • Partner with GTM teams to develop and operationalize quarterly and annual top-line goals, including building top-line financial models and forecasts

  • Drive capacity planning, incentives, and development of revenue-specific KPIs

  • Lead cross-functional strategic initiatives to accelerate growth and improve go-to-market efficiency, such as conducting market, customer, and product segmentation and developing scalable playbooks

Reporting & Insights

  • Build and maintain dashboards to track KPIs across the funnel (e.g., MQLs, SQLs, pipeline velocity, win rates, churn, activation)

  • Provide actionable insights on revenue performance, forecasting accuracy, and pipeline health

Systems & Process Optimization

  • Own, configure, and optimize the GTM tech stack, including Salesforce (flows, validation rules, reporting), automation tools, sales engagement platforms, and data enrichment solutions

  • Design and automate GTM processes end-to-end, including lead routing, pipeline hygiene, deal desk operations, and handoff between sales and account management

  • Collaborate with technical teams and vendors to improve system scalability and data accuracy

Pricing and Contracting

  • Standardize and systematize pricing guidelines, commercial templates, and deal financial models

  • Act as a bridge between Product, GTM, and Legal to support scalable, efficient deal execution

What We’re Searching For:

  • 5–8 years of experience in RevOps, GTM Strategy, Business Operations, Consulting, or Strategic Finance; experience in B2B SaaS preferred

  • Strong analytical skills and proficiency in tools such as Excel, SQL, Salesforce, Looker, Unify, Gong

We Prefer If You Have:

  • Experience standing up RevOps function from scratch in a startup environment

  • Familiarity with building data pipelines

What We Offer

  • Salary Range: $170k to $240k

  • Equity grant

  • Medical, dental & vision insurance

  • Unlimited PTO & work from home flexibility

  • Commuter benefits

  • Free lunches

  • Paid parental leave

  • 401(k)

  • Employee assistance program

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.

Top Skills

Excel
Gong
Looker
Salesforce
SQL
Unify
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The Company
HQ: San Francisco, California
99 Employees
Year Founded: 2020

What We Do

Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more. With a single integration, platforms can launch a full suite of financial products for their small business sellers, including capital, spend management, and savings tools. These services provide access to financing and help businesses thrive by leveraging real-time performance data to offer customized financial solutions.

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