Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!
The Role:
Revenue Operations at Savvy is entering a new era. We've built the foundation: the CRM infrastructure, pipeline tooling, and an early AI-native analytics layer. Now we need a sharp, technical operator to take ownership of that foundation and scale it.
As Senior Revenue Operations Manager, you'll be the primary operational partner to our sales team. You'll sit closest to our AEs, SDRs, and sales leadership of anyone on the RevOps team, translating what the business needs into the systems, data, and processes that make the sales motion work. This means owning the operational layer end-to-end: territory design, pipeline governance, data hygiene, analytics, and the Salesforce infrastructure that holds it all together. You'll be expected to move fast, earn trust with the sales org, and build things that last.
Responsibilities:
Own pipeline stage governance and CRM data hygiene end-to-end: define stage definitions and entry/exit criteria, build enforcement mechanisms in Salesforce, and drive toward 95% hygiene adherence. Define and maintain rules of engagement for lead ownership, nurture policies, and routing logic in partnership with sales leadership
Lead new tool assessments with a focus on AI-native GTM solutions: evaluate the landscape, build and test AI-native workflows and agents, make structured recommendations, and implement what gets approved
Own the GTM analytics layer for the sales motion: build and maintain pipeline and win rate analysis (SQO-to-close conversion by AE, segment, and period), real-time revenue dashboards with ARR and deal metrics, and ad hoc analyses for sales leadership and RevOps. Contribute to WBR and QBR data preparation
Maintain and iterate on the lead scoring model and list management for SDRs, support SDR capacity modeling, and partner with marketing ops on the lead enrichment pipeline (Clay, Fintrix, SignalHire) and routing SLAs
Partner with sales management on call coaching: maintain the SDR/AE call transcription and rubric scoring system, surface patterns and insights that help managers identify coaching opportunities
Own territory design and maintenance as the AE team scales from 10 to 30+: model geographic coverage, define account carving and pod structure, resolve conflicts, and keep territory aligned with the growth plan. Collaborate with Finance on compensation calculations and attainment tracking
Own Salesforce configuration and administration for the sales org: field architecture, flows, page layouts, validation rules, and process automation. Maintain data integrity across connected systems (HubSpot, Savvy CRM, PandaDoc, BigQuery, Zapier) and own the roadmap for what gets built and in what order
Must Have:
5+ years in Revenue Operations, Sales Operations, or a closely related function at a high-growth tech company
Strong track record of partnering with sales teams: you've built trust with AEs and sales leadership, you understand the motion from the rep's perspective, and you know how to get process changes adopted without creating friction
Hands-on Salesforce experience: you've built flows, validation rules, and field architecture, not just pulled reports. You understand how design decisions compound over time
Strong analytical instincts: you find data quality problems before they become business problems, and you build dashboards and models that sales leaders can actually use
Experience with territory design and a track record of maintaining clean, enforced data standards
Clear communicator who can translate ops complexity into something a sales rep or exec can act on
Nice to Have:
Hands-on experience with AI tools or workflow automation in a GTM context; genuine curiosity about what's coming and a track record of experimenting
Familiarity with HubSpot, Clay, or similar GTM enrichment and automation tools
Background in wealth management, financial services, or a relationship-driven sales environment
Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Skills Required
- 5+ years in Revenue Operations, Sales Operations, or related function at a high-growth tech company
- Hands-on Salesforce experience
- Strong track record of partnering with sales teams
- Strong analytical instincts
- Experience with territory design and maintaining data standards
What We Do
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth. We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies including Airbnb, Square, Robinhood, Facebook, and more. We’ve raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of A-list founders & executives from the technology & wealth management industry. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit by providing a modern platform to financial advisors. We’ve grown 700%+ in the last 12 months and are entering the next phase of the company, which involves rapid expansion of our product offering and revenue growth. Apply below to help us scale!
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