Revenue Operations Lead - Post Sales

About the role

This role sits inside the Strategy & Operations function with a cross-functional remit that isn't defined by org chart lines. You'll be embedded across CS, implementation, and partners: attending stand-ups without running them, building health score frameworks with CS leadership rather than for them, designing partner reporting in close collaboration with the partner team.

Responsibilities

• Design how customers move from closed-won to fully live, including handoff standards, milestone definitions, escalation protocols, and time-to-value benchmarks.
• Own the reporting layer and identify where onboarding breaks down.
• Build the CS operational infrastructure: health scores, renewal forecasting, expansion tracking, and QBR standardization.
• Design the playbooks for the moments that matter most: onboarding completion, expansion signals, renewal, churn risk.
• Own how partner-delivered implementations are tracked and how partner activity flows into renewal and expansion forecasting. Work closely with the Pre-sale Lead on handoffs and make partner contribution to NRR measurable enough for investor conversations.
• Own the reporting suite across CS, implementation, and partners. Surface insights, not just numbers. Partner with the Head of Strategy & Operations on board-level narrative for retention and NRR.

Requirements

• 5-7 years professional experience, with a genuine understanding of the post-sale customer lifecycle: what renewal pressure feels like, where onboarding breaks down, what CS teams need to manage a book of business well. Whether this comes from working inside those teams or closely alongside them, the understanding needs to be real, not theoretical.
• Analytically capable without being purely analytical. Comfortable building and owning reporting, working with CRM and CS tooling data, and knowing what questions the data should be answering.
• Comfortable using AI tools in day-to-day ops work: whether that's automating workflows, accelerating analysis, or building reporting infrastructure faster than the traditional approach. You see AI as a lever, not a novelty.
• Able to run a difficult cross-functional meeting and build a clean model and not think of those as different kinds of skills.
• A track record of building process and structure where it didn't fully exist. Not waiting for someone else to define the playbook, and not building processes that look good on paper but don't get used.
• Comfortable working across functions without formal authority (CS, sales, implementation, product) and knowing how to influence without overstepping.

Qualifications

• Fintech, FP&A, or finance-adjacent SaaS experience is a meaningful plus.

Skills

• Structured thinking and process instinct.
• Ability to influence without formal authority.
• Comfort with AI tools in day-to-day operations.

Benefits

• Competitive compensation including equity package
• Competitive vacation policy
• Medical Insurance
• L&D budget
• Access to Meditopia (wellbeing platform)
• Language courses (English / Spanish)