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Full-Time

Revenue Operations Systems Lead

Confirmed live in the last 24 hours

Ridgeline

Ridgeline

201-500 employees

Cloud software for investment management firms

Fintech
Enterprise Software

Compensation Overview

$128k - $160kAnnually

+ Company Stock Plan

Senior, Expert

Reno, NV, USA + 1 more

More locations: New York, NY, USA

Category
Project Management
Business Development
Business & Strategy
Required Skills
Sales
Communications
Hubspot
Salesforce
Marketing
Data Analysis
Requirements
  • Bachelor’s degree in Business, Information Systems, or a related field.
  • A minimum of 5 years of professional experience, with at least 3 years in a Revenue Operations, Sales Operations, or Marketing Operations role
  • Proficiency in Salesforce (including the APEX coding language), HubSpot, and Workato.
  • Strong understanding of CRM, marketing automation, and integration best practices.
  • Experience in configuring Salesforce for various customer use cases, partners, and alliances.
  • Excellent analytical, problem-solving, and project management skills.
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Experience with data analysis and reporting tools.
  • Salesforce Administrator and HubSpot certifications are a plus.
Responsibilities
  • Design, implement, and maintain core RevOps technologies including Salesforce, HubSpot, and other third-party systems using Workato.
  • Customize and configure Salesforce to meet the specific needs of Sales, Marketing, Partnerships & Alliances, and Customer Success teams.
  • Oversee the configuration and management of HubSpot for marketing and sales activities including workflows, lead scoring, and nurturing campaigns.
  • Manage users and user enablement (onboarding, access modifications, education).
  • Monitor and troubleshoot systems, integrations & workflows to ensure data accuracy and process efficiency.
  • Create and manage comprehensive reports and dashboards to track key performance metrics to support decision-making across sales, marketing, and customer success teams.
  • Stay updated on industry trends and emerging technologies to continuously enhance our RevOps capabilities.

Ridgeline develops cloud-based software designed for investment management firms, focusing on unifying applications and enhancing data insights. Their software streamlines operations by connecting different departments within an organization, transforming the back office into a strategic asset. Ridgeline operates on a subscription model, providing software as a service (SaaS) to ensure consistent revenue while helping firms manage financial records and investor reporting more effectively. What sets Ridgeline apart from competitors is its emphasis on collaboration and customer feedback through a design partnership program, which ensures their solutions are tailored to real-world needs. The company's goal is to empower investment management firms to make informed decisions and improve client satisfaction through better data connectivity and operational efficiency.

Company Stage

N/A

Total Funding

N/A

Headquarters

Incline Village-Crystal Bay, Nevada

Founded

2018

Growth & Insights
Headcount

6 month growth

10%

1 year growth

4%

2 year growth

10%
Simplify Jobs

Simplify's Take

What believers are saying

  • Ridgeline's recognition as a top workplace and a leading startup highlights its strong company culture and employee satisfaction.
  • The company's strategic partnerships and significant investments, such as the $60 million Series A funding, indicate robust financial health and growth potential.
  • Ridgeline's innovative solutions have already attracted prominent clients like Compass Capital Management and Cornerstone Investment Partners, showcasing its market impact.

What critics are saying

  • The competitive fintech landscape requires Ridgeline to continuously innovate to maintain its edge.
  • Rapid growth and expansion could strain resources and affect service quality if not managed properly.

What makes Ridgeline unique

  • Ridgeline's enterprise cloud software uniquely unifies applications and surfaces data, transforming the back office into a strategic asset rather than a mere support function.
  • Their SaaS subscription model ensures a steady stream of recurring revenue, which supports sustained high growth and continuous innovation.
  • Ridgeline's values-driven culture and leadership team's proven track record in building successful companies set it apart in the fintech space.

Benefits

Stock option grants

Full medical, dental, & vision benefits

12-week paid parental leave

401K

Unlimited vacation

Dog-friendly

Annual Wellness Reimbursement

Annual Education Reimbursement