Finalis
securities
SeniorRevenueOperationsArchitect
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Revenue Operations Architect at Finalis. Skills: Revenue Operations, Systems architecture, Analytics. Serve as primary architect and administrator of Salesforce and HubSpot.. Own broader GTM tech stack as portfolio.”
Industry & Context.
Challenge, refine, or expand directional scope.; Bring the technical perspective that makes the build land cleanly the first time.; Read the data and tell the story behind it.; Proactively surface insights, anomalies, and trends.; Identify missing KPIs and metrics.; Interpret needs, push back where appropriate, deliver solutions that scale.; Approach the work as a problem solver.; Name root causes.; Propose creative solutions.; Operate outside conventional admin boundaries when the situation warrants.
What They're Looking For.
Must Have
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 You'll Do.
Serve as primary architect and administrator of Salesforce and HubSpot.
Own broader GTM tech stack as portfolio.
recommend consolidation
drive cross-system architecture decisions.
Maintain system-level documentation
and contract awareness.
and execute RevOps initiatives end-to-end.
Translate business requirements into system designs and plans.
Operate as working project manager
Build and maintain reports and dashboards.
Read data and tell story behind it.
Identify missing KPIs and metrics.
Serve as senior systems and analytics partner.
Coordinate with Revenue Operations Associate and Data Solutions Engineer.
Manage relationships with external partners.
Communicate technical concepts
Delegate scoped execution work to team members.
Build trust as senior systems-and-analytics voice.
Maintain clear written documentation of decisions
How You'll Work.
Team & Collaboration
Partner directly with the Director of Revenue Operations.; Coordinate with the Revenue Operations Associate and Data Solutions Engineer.; Serve as the senior systems and analytics partner to Sales, Marketing, and Customer Success leadership.; Delegate scoped execution work to other Revenue Operations and adjacent team members.; Leverage 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.
Communication Scope
Communicate technical concepts, trade-offs, and project status clearly; Translate complex analytical narratives into clear executive-ready summaries
Process & Methodology
Operate as a working project manager, Own outcomes, not manage timelines, Manage dependencies, Manage stakeholder communication
Full 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,
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