Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.
About the RoleLocation: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person
We're looking for someone who can make the commercial engine easier to run, measure and improve as Endex grows.
In Revenue Operations at Endex, you'll own the systems and operating rhythm behind pipeline, forecasting and revenue reporting. You'll connect sales, partnerships and customer success data, maintain pricing processes and give the team a dependable view of what needs attention.
Your Key ResponsibilitiesOwn Revenue Process Design: Maintain routing rules, territory and account coverage, lifecycle definitions and the CRM structure behind commercial execution.
Make Forecasts Useful: Build pipeline and conversion reporting, establish clear review cadences and investigate the data behind unexpected changes.
Connect the Lifecycle: Align sales and customer success handoffs so new business, expansion and renewal records tell a consistent story.
Maintain Pricing Processes: Keep approved pricing rules, product packaging and exception tracking consistent with commercial decisions.
Improve Execution: Identify friction in the revenue process and implement practical changes with the teams using it.
Sales Operations Experience: You've supported a B2B sales organization with hands-on systems work.
CRM Fluency: You understand records, workflows, reports and the consequences of changing them.
Analytical Rigor: You reconcile conflicting numbers before drawing conclusions.
Practical Operator: You make a process easier to use while preserving accountability.
Systems and Data Judgment: You can diagnose a reporting problem, distinguish process design from system configuration and work with systems owners to fix the cause.
Experience with HubSpot or Salesforce
SQL or business intelligence skills
Experience with CRM reporting, spreadsheet models and SQL or a comparable analytical tool
Health & Dental Insurance
Monthly Wellness Stipend
401K Matching
Skills Required
- Experience supporting a B2B sales organization with hands-on sales operations and systems work
- CRM fluency, including records, workflows, reports, and system-change impacts
- Strong analytical rigor and ability to reconcile conflicting numbers
- Practical process-operations skills focused on improving usability and accountability
- Ability to diagnose reporting problems and distinguish process design from system configuration
- Experience with HubSpot or Salesforce
- SQL or business intelligence skills
- Experience with CRM reporting, spreadsheet models, SQL, or a comparable analytical tool
What We Do
Modern Intelligence Layer for Financial Firms.
