Financeit
Financial Services
RevenueOperationsLead
Neural analysis suggests this role is
optimal for Mid candidates.
“Revenue Operations Lead at Financeit. Skills: Salesforce expertise, Pardot expertise, AI Agent strategy and implementation, Revenue Operations leadership. Own the technical execution and strategic roadmap for our Sales and Marketing technology stack. Build and maintain complex Salesforce Flows, custom objects, validation rules, and permission sets”
What You'll Achieve.
drive growth; automate and optimize our revenue engine; ensure tools are perfectly synced and configured for global scale; ensure unified goals and data; accurately reflect marketing's impact on revenue
Industry & Context.
Technical Troubleshooting; Solve complex sync errors and data discrepancies directly
What They're Looking For.
Must Have
6+ years in Revenue Operations or Sales/Marketing Operations with a track record of "builder" roles, Advanced knowledge of Flow Builder, Reports/Dashboards, and Data Management, Deep hands-on experience with Engagement Studio and Salesforce-Pardot connector management, understanding of what is possible with Generative AI and AI Agents (Agentforce, Clay, etc.), Ability to translate business goals into scalable technical builds
What You'll Do.
Own the technical execution and strategic roadmap for our Sales and Marketing technology stack
Build and maintain complex Salesforce Flows
Hands-on management of Pardot (Account Engagement)
including Engagement Studio programs
scoring/grading models
and advanced email templates
Act as the Tier-2 escalation for our SFDC Admin
Identify and implement AI agent use cases to automate repetitive Sales and Marketing tasks
Lead the rollout and configuration of Salesforce Agentforce (autonomous agents) within our ecosystem
Evaluate and pilot tools that can augment our Sales and Marketing teams
Transition our processes from rigid "if/then" automations to dynamic
Design the technical roadmap for our Sales and Marketing tech stack
Ensure tools are perfectly synced and configured for global scale
Act as the operational bridge between Sales
and Finance to ensure unified goals and data
Physically implement data hygiene standards and automated cleansing
Build high-level dashboards in Salesforce and B2B Marketing Analytics (Tableau CRM) tracking CAC
Configure multi-touch attribution models to accurately reflect marketing's impact on revenue
How You'll Work.
Team & Collaboration
Act as the operational bridge between Sales, Marketing, and Finance to ensure unified goals and data
Full Job Description
**Who we are:** Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada. Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. We are small enough that you can make an impact within the company and large enough to make an impact in the market. Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us. **About the role:** We are looking for a Revenue Operations Lead who is a strategic architect, a "hands-on" builder, and a forward-thinking technologist. Reporting to the Director of Data Solutions, you will own the technical execution and strategic roadmap for our Sales and Marketing technology stack (Salesforce, Pardot, and the emerging AI Agent layer). This is a high-impact, technical role requiring both deep CRM expertise and the ability to leverage modern AI tools to drive growth. While you'll be hands-on in Salesforce/Pardot, you will also be our resident expert on AI Agents—knowing what is possible with tools like Salesforce Agentforce and the broader market to automate and optimize our revenue engine. **What you'll be doing:** **1\. Hands-on Platform Execution & Administration** * Direct Configuration: Build and maintain complex Salesforce Flows, custom objects, validation rules, and permission sets. * Pardot Architecture: Hands-on management of Pardot (Account Engagement), including Engagement Studio programs, scoring/grading models, and advanced email templates. * Technical Troubleshooting: Act as the Tier-2 escalation for our SFDC Admin. Solve complex sync errors and data discrepancies directly. **2\. AI Agent Strategy & Implementation** * Agentic Workflows: Identify and implement AI agent use cases to automate repetitive Sales a
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