Job Description
🚀 What does Finalis do? Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.
Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.
Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
Join us in disrupting the securities industry, for good. 🌍 How does Finalis work?
We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .
If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.
Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible.
🤝 What about your team?
The Revenue Operations (RevOps) Team is the backbone of our sales, marketing, and customer success strategies. We ensure seamless collaboration across teams, optimize processes, and provide actionable insights to drive revenue growth and operational efficiency. Our mission is to align every department with the company’s revenue goals through data-driven strategies and innovative solutions.
As a Senior Revenue Operations Architect, you will Serve as the primary technical owner of Finalis’s revenue operations systems and analytics function. Partner directly with the Director of Revenue Operations as a trusted right hand - scoping, challenging, and executing the technical builds that power sales, marketing, and customer success. Own the end-to-end GTM tech stack as a portfolio, drive the analytical narrative behind operational and strategic decisions, and proactively identify the metrics, KPIs, and infrastructure gaps the business doesn’t yet know it needs.
✨ What will you be doing?
- Tech Stack Architecture & Ownership
• Serve as the primary architect and administrator of Salesforce and HubSpot, with end-to-end ownership of configuration, automation, integration health, and platform reliability.
• Own the broader GTM tech stack (Gong, Intercom, Amplemarket, Clay, Revenue Hero, etc.) as a portfolio - evaluate fit, recommend consolidation, drive cross-system architecture decisions.
• Maintain system-level documentation, vendor relationships, and contract awareness across all GTM tooling.
Project Scoping & Execution
• Receive directional scope from the Director of Revenue Operations and challenge, refine, or expand it before committing - bring the technical perspective that makes the build land cleanly the first time.
• Independently scope, design, and execute mid-to-large RevOps initiatives end-to-end - from requirements gathering through build, validation, and rollout.
• Translate business requirements from Sales, Marketing, and Customer Success leadership into system designs and deliverable plans.
• Operate as a working project manager - own outcomes, not tasks; manage timelines, dependencies, and stakeholder communication without supervision.
Analytics & Data Storytelling
• Build and maintain reports and dashboards spanning the full revenue funnel - top-of-funnel through customer health and renewal.
• Read the data and tell the story behind it - proactively surface insights, anomalies, and trends to the Director of Revenue Operations and broader GTM leadership without being asked.
• Identify missing KPIs and metrics across Sales, Marketing, and Customer Success, scope the infrastructure to capture them, and operationalize them in the right system of record.
• Translate complex analytical narratives into clear executive-ready summaries.
Cross-Functional Partnership
• Serve as the senior systems and analytics partner to Sales, Marketing, and Customer Success leadership - interpret their needs, push back where appropriate, deliver solutions that scale.
• Coordinate with the Revenue Operations Associate (analytics / scoring lane) and Data Solutions Engineer (post-sales / customer data) to maintain a coherent end-to-end systems and data architecture.
• Manage relationships with external partners (consultants, vendor support) for scoped engagements where they meaningfully add value.
Communication & Coordination
• Communicate technical concepts, trade-offs, and project status clearly - to executives, peers, and external partners alike.
• Delegate scoped execution work to other Revenue Operations and adjacent team members (Revenue Operations Associate, Revenue Enablement Manager) with appropriate alignment from their managers, leveraging the broader team as a force multiplier rather than operating in isolation.
• Build trust as the senior systems-and-analytics voice in cross-functional discussions - push back constructively, name trade-offs honestly, hold the line on technical quality.
• Maintain clear written documentation of decisions, project status, and system changes for stakeholders who weren’t in the room.
Problem Solving & Continuous Improvement
• Stay current on RevOps best practices, AI-augmented tooling, and emerging stack categories.
• Pilot new tools, methodologies, and architectural patterns where they meaningfully advance the function.
• Approach the work as a problem solver - name root causes, propose creative solutions, operate outside conventional admin boundaries when the situation warrants.
🌟 What do we offer?
100% Remote work (Work from wherever you want!)
Competitive USD salary
High-Speed Internet expenses allowance
Generous Paid time-off (Vacation Time!)
Additional 17 Flex Days (to use in national holidays or personal matters)
People Team Partner (to target your roadblocks and customize an action plan for your career path)
Virtual After-Office Activities
Diverse Culture & Inclusive environment
🌈 Why work with Finalis?
We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.
Finalis’ core values:
Embodying the trust we deliver
Engage with purpose
Practice stewardship
Value learning
