GTM Operations Lead
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to decide which sections to include based on content.
We have:
- Department: Sales
- Location: New York
- Description: includes "About the team", "Role Summary", "What Success Looks Like", "Key Responsibilities", "Essential Skills, Knowledge and Expertise", "Desirable", "Benefits". Also "Forecasting (shared responsibility)" and "Cross-functional partnership" subparts under responsibilities.
We need to map to headings: About the role (maybe combine About the team + Role Summary?), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have no explicit Pay or Schedule info (except hybrid schedule: three days in-office, two remote). That is schedule info. So we can include a Schedule section.
Benefits: we have a Benefits paragraph with details.
Qualifications: maybe "Essential Skills, Knowledge and Expertise" includes required qualifications (3-6 years experience, Salesforce reporting, process design, Excel, etc.) plus Bachelor's degree. That could be Qualifications.
Skills: maybe "Desirable" includes desirable skills/experience (B2B SaaS, consulting, Salesforce admin, SQL/BI). Could be Skills.
Responsibilities: "Key Responsibilities" plus subparts.
About the role: maybe combine "About the team" and "Role Summary". Could be About the role.
We also have "What Success Looks Like" which could be part of Responsibilities or maybe a separate section? Not in list; but we could incorporate into Responsibilities as bullet points.
We must not create sections with filler. So we need to ensure each section has substantive content.
Let's extract content.
First, Department and Location: minor metadata; we can put in a short
at top.
Then About the role: combine "About the team" paragraph and "Role Summary". Let's capture:
About the team: "Revenue Operations is a lean team: this role owns GTM Operations and the revenue operating rhythm. This role is the connective tissue that keeps the GTM engine running on a disciplined cadence."
Role Summary: "We're looking for a GTM Operations Lead to own GTM Operations — pipeline management, lead routing, funnel design, CRM governance from a process standpoint, and sales process design — and to run the operating rhythm that keeps revenue leadership aligned: pipeline reviews, forecast calls, QBRs/MBRs, and executive/board reporting. You'll contribute to the team's forecast accuracy through disciplined cadence and clean pipeline inputs."
We'll put that in
maybe multiple paragraphs.
Next, Responsibilities: need to list bullet points.
Key Responsibilities includes:
- GTM Operations
- Own pipeline management: stage definitions, exit criteria, and hygiene standards across the funnel (lead → opportunity → close → expansion → renewals)
- Design and maintain lead routing rules and SLAs across sales stages
- Set CRM governance policy — required fields, stage gates, process rules — partnering with the Revenue Systems Lead, who owns the technical build
- Design and continuously improve sales process; retire steps that don't add value and maintain documentation
- Support customer lifecycle operations touchpoints (renewal/expansion handoffs) as needed with Customer Success
- Operating Rhythm (Revenue Programs & Cadence)
- Own and run the recurring cadence: pipeline reviews, forecast calls, QBRs, board meetings, performance review
- Build and narrate KPI dashboards and executive reporting packages
- Track cross-functional GTM initiatives to completion
- Own the structure and calendar of recurring revenue operations meetings; drive decision velocity, not just attendance
- Forecasting (shared responsibility)
- Facilitate forecast call logistics, roll-ups, and manager submissions, contributing to team-wide forecast accuracy owned by the Head of Revenue Operations
- Capture and consolidate forecast commitments during pipeline reviews
- Flag material variances and pipeline risk to leadership; deep accuracy modeling sits outside this role's core scope
- Cross-functional partnership
- Partner with the RevTech Lead on CRM data and workflow requirements
- Partner with the Sales Enablement Lead so process changes land with training
- Support Finance and Deal Desk-adjacent needs (commercial policy adherence) as they arise
Also "What Success Looks Like" could be bullet points:
- Pipeline coverage ratio and stage conversion rates trending in the right direction
- Meeting effectiveness / decision velocity in pipeline reviews and QBRs
- Initiative completion rate on GTM operations projects
- Forecast call consistency and timeliness, contributing to overall team forecast accuracy
We could include those under Responsibilities as well, or maybe as a separate section but not required. We'll include them as bullet points under Responsibilities.
Now Qualifications: "Essential Skills, Knowledge and Expertise" includes:
- 3–6 years in Sales Operations, Revenue Operations, or a related GTM operations role
- Hands-on Salesforce reporting/dashboard experience
- Strong process design skills — comfortable mapping a funnel, writing stage-gate criteria, and driving adoption
- Advanced Excel/Sheets
- Experience running recurring operating cadences (pipeline reviews, QBRs) and building executive-ready materials
- Comfortable holding reps/managers accountable to process and meeting cadence
- High level of Autonomy and attention to details
- Bachelor's degree in Business, Finance, Economics, or equivalent experience
We'll put these as
- .
Skills (Desirable): "Desirable" includes:
- B2B SaaS industry experience
- Consulting background
- Salesforce administration experience
- SQL or a BI tool (Tableau, Looker, Power BI)
We'll put as Skills section.
Benefits: we have a long paragraph. We'll need to extract substantive content and format as
- for list of benefits. The paragraph includes multiple sentences; we can break into list items.
Let's parse Benefits paragraph:
"We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Health & Financial Security:Medical, Dental, and Vision coverageGroup Life (GTL) and Group Income Protection (GIP) schemesPension contributionsTime Off & Flexibility:Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.25 days of Paid Time Off (PTO) per year, with the option to roll over unused days.One dedicated day per year for volunteering.Two professional development days per year to allow uninterrupted professional development.An additional PTO day added during milestone anniversary years.Robust paid holiday schedule with early dismissal.Generous parental leave for all parents (including adoptive parents).Work-Life Support & Resources:Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.Milestone anniversary bonuses.Wellness & Lifestyle Perks:Subsidy contributions toward gym memberships and health/wellness initiatives (including discounted healthcare premiums, healthy meal delivery programs, or smoking cessation support).Our Culture:Forward-thinking, culture-based organization with collaborative teams that promote diversity and inclusion.Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients. Trading Technologies is backed by leading global investment firms Thoma Bravo, one of the world’s largest and most experienced software investors, and 7Ridge, a global growth equity firm focused on technology-enabled businesses. This investment supports Trading Technologies’ continued focus on product innovation, platform scalability, and long-term growth for customers and partners worldwide. Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information, parental status, veteran, or any other protected status. Additionally, TT participates in the E-Verify Program for US offices."
We need to remove EEO/equal-opportunity boilerplate. So we should cut out the last paragraph about equal-opportunity and E-Verify. Also remove the company description? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The company description may be considered boilerplate? It's not exactly legal/EEO but could be considered generic "About the company". The instruction says remove boilerplate, but not explicitly to remove company description. However, we should preserve substantive information about the role; company description may be considered not substantive for the role. Might be safe to remove it as it's not directly about the role. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." The company description is not about the role; it's about the company. Could be considered boilerplate. I'd remove it to keep focused on role.
Thus Benefits section should include the benefits list before the company description.
We need to format benefits as list items.
Let's extract benefits items:
- Medical, Dental, and Vision coverage
- Group Life (GTL) and Group Income Protection (GIP) schemes
- Pension contributions
- Hybrid position: three days in-office per week, two days remote (flexibility)
- 25 days of Paid Time Off (PTO) per year, with option to roll over unused days
- One dedicated day per year for volunteering
- Two professional development days per year for uninterrupted professional development
- Additional PTO day added during milestone anniversary years
- Robust paid holiday schedule with early dismissal
- Generous parental leave for all parents (including adoptive parents)
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment
- Milestone anniversary bonuses
- Subsidy contributions toward gym memberships and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to decide which sections to include based on content. We have: - Department: Sales - Location: New York - Description: includes "About the team", "Role Summary", "What Success Looks Like", "Key Responsibilities", "Essential Skills, Knowledge and Expertise", "Desirable", "Benefits". Also "Forecasting (shared responsibility)" and "Cross-functional partnership" subparts under responsibilities. We need to map to headings: About the role (maybe combine About the team + Role Summary?), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have no explicit Pay or Schedule info (except hybrid schedule: three days in-office, two remote). That is schedule info. So we can include a Schedule section. Benefits: we have a Benefits paragraph with details. Qualifications: maybe "Essential Skills, Knowledge and Expertise" includes required qualifications (3-6 years experience, Salesforce reporting, process design, Excel, etc.) plus Bachelor's degree. That could be Qualifications. Skills: maybe "Desirable" includes desirable skills/experience (B2B SaaS, consulting, Salesforce admin, SQL/BI). Could be Skills. Responsibilities: "Key Responsibilities" plus subparts. About the role: maybe combine "About the team" and "Role Summary". Could be About the role. We also have "What Success Looks Like" which could be part of Responsibilities or maybe a separate section? Not in list; but we could incorporate into Responsibilities as bullet points. We must not create sections with filler. So we need to ensure each section has substantive content. Let's extract content. First, Department and Location: minor metadata; we can put in a short
at top. Then About the role: combine "About the team" paragraph and "Role Summary". Let's capture: About the team: "Revenue Operations is a lean team: this role owns GTM Operations and the revenue operating rhythm. This role is the connective tissue that keeps the GTM engine running on a disciplined cadence." Role Summary: "We're looking for a GTM Operations Lead to own GTM Operations — pipeline management, lead routing, funnel design, CRM governance from a process standpoint, and sales process design — and to run the operating rhythm that keeps revenue leadership aligned: pipeline reviews, forecast calls, QBRs/MBRs, and executive/board reporting. You'll contribute to the team's forecast accuracy through disciplined cadence and clean pipeline inputs." We'll put that in
maybe multiple paragraphs. Next, Responsibilities: need to list bullet points. Key Responsibilities includes: - GTM Operations - Own pipeline management: stage definitions, exit criteria, and hygiene standards across the funnel (lead → opportunity → close → expansion → renewals) - Design and maintain lead routing rules and SLAs across sales stages - Set CRM governance policy — required fields, stage gates, process rules — partnering with the Revenue Systems Lead, who owns the technical build - Design and continuously improve sales process; retire steps that don't add value and maintain documentation - Support customer lifecycle operations touchpoints (renewal/expansion handoffs) as needed with Customer Success - Operating Rhythm (Revenue Programs & Cadence) - Own and run the recurring cadence: pipeline reviews, forecast calls, QBRs, board meetings, performance review - Build and narrate KPI dashboards and executive reporting packages - Track cross-functional GTM initiatives to completion - Own the structure and calendar of recurring revenue operations meetings; drive decision velocity, not just attendance - Forecasting (shared responsibility) - Facilitate forecast call logistics, roll-ups, and manager submissions, contributing to team-wide forecast accuracy owned by the Head of Revenue Operations - Capture and consolidate forecast commitments during pipeline reviews - Flag material variances and pipeline risk to leadership; deep accuracy modeling sits outside this role's core scope - Cross-functional partnership - Partner with the RevTech Lead on CRM data and workflow requirements - Partner with the Sales Enablement Lead so process changes land with training - Support Finance and Deal Desk-adjacent needs (commercial policy adherence) as they arise Also "What Success Looks Like" could be bullet points: - Pipeline coverage ratio and stage conversion rates trending in the right direction - Meeting effectiveness / decision velocity in pipeline reviews and QBRs - Initiative completion rate on GTM operations projects - Forecast call consistency and timeliness, contributing to overall team forecast accuracy We could include those under Responsibilities as well, or maybe as a separate section but not required. We'll include them as bullet points under Responsibilities. Now Qualifications: "Essential Skills, Knowledge and Expertise" includes: - 3–6 years in Sales Operations, Revenue Operations, or a related GTM operations role - Hands-on Salesforce reporting/dashboard experience - Strong process design skills — comfortable mapping a funnel, writing stage-gate criteria, and driving adoption - Advanced Excel/Sheets - Experience running recurring operating cadences (pipeline reviews, QBRs) and building executive-ready materials - Comfortable holding reps/managers accountable to process and meeting cadence - High level of Autonomy and attention to details - Bachelor's degree in Business, Finance, Economics, or equivalent experience We'll put these as
- .
Skills (Desirable): "Desirable" includes:
- B2B SaaS industry experience
- Consulting background
- Salesforce administration experience
- SQL or a BI tool (Tableau, Looker, Power BI)
We'll put as Skills section.
Benefits: we have a long paragraph. We'll need to extract substantive content and format as
- for list of benefits. The paragraph includes multiple sentences; we can break into list items. Let's parse Benefits paragraph: "We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Health & Financial Security:Medical, Dental, and Vision coverageGroup Life (GTL) and Group Income Protection (GIP) schemesPension contributionsTime Off & Flexibility:Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.25 days of Paid Time Off (PTO) per year, with the option to roll over unused days.One dedicated day per year for volunteering.Two professional development days per year to allow uninterrupted professional development.An additional PTO day added during milestone anniversary years.Robust paid holiday schedule with early dismissal.Generous parental leave for all parents (including adoptive parents).Work-Life Support & Resources:Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.Milestone anniversary bonuses.Wellness & Lifestyle Perks:Subsidy contributions toward gym memberships and health/wellness initiatives (including discounted healthcare premiums, healthy meal delivery programs, or smoking cessation support).Our Culture:Forward-thinking, culture-based organization with collaborative teams that promote diversity and inclusion.Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients. Trading Technologies is backed by leading global investment firms Thoma Bravo, one of the world’s largest and most experienced software investors, and 7Ridge, a global growth equity firm focused on technology-enabled businesses. This investment supports Trading Technologies’ continued focus on product innovation, platform scalability, and long-term growth for customers and partners worldwide. Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information, parental status, veteran, or any other protected status. Additionally, TT participates in the E-Verify Program for US offices." We need to remove EEO/equal-opportunity boilerplate. So we should cut out the last paragraph about equal-opportunity and E-Verify. Also remove the company description? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The company description may be considered boilerplate? It's not exactly legal/EEO but could be considered generic "About the company". The instruction says remove boilerplate, but not explicitly to remove company description. However, we should preserve substantive information about the role; company description may be considered not substantive for the role. Might be safe to remove it as it's not directly about the role. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." The company description is not about the role; it's about the company. Could be considered boilerplate. I'd remove it to keep focused on role. Thus Benefits section should include the benefits list before the company description. We need to format benefits as list items. Let's extract benefits items: - Medical, Dental, and Vision coverage - Group Life (GTL) and Group Income Protection (GIP) schemes - Pension contributions - Hybrid position: three days in-office per week, two days remote (flexibility) - 25 days of Paid Time Off (PTO) per year, with option to roll over unused days - One dedicated day per year for volunteering - Two professional development days per year for uninterrupted professional development - Additional PTO day added during milestone anniversary years - Robust paid holiday schedule with early dismissal - Generous parental leave for all parents (including adoptive parents) - Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment - Milestone anniversary bonuses - Subsidy contributions toward gym memberships and