Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.

Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.

About the Role

You will own the revenue engine end to end: the data, systems, and market intelligence that turn private equity accounts into pipeline and pipeline into revenue. This role sits at the center of Sales, Marketing, Finance, and Leadership.

Responsibilities

Revenue Operations

Own CRM architecture ([HubSpot]), pipeline hygiene, and deal workflows as the single source of truth.
Build forecasting and pipeline reporting that leadership uses to make decisions.
Find and fix leaks across the funnel, from first touch to closed deal.

GTM Systems and Automation

Design and ship enrichment, scoring, and outreach workflows using Clay, n8n, Make, or similar tools.
Connect the GTM stack so data moves cleanly between CRM, enrichment, and engagement tools.
Replace manual research and data work with scalable, automated systems.

PE Market Intelligence

Segment PE firms by fund size, strategy, sector, and geography to prioritize accounts.
Map buying committees across deal teams, finance, and portfolio operations.
Build signal-based prospecting from fundraises, new deals and debt maturities.
Turn research into persona, channel, and messaging plays for Sales.

Requirements

Must Have

[4 to 8] years in Revenue Operations, Sales Operations or GTM Operations in B2B SaaS.
A track record of building GTM automations that are live and in use, not just planned.
Strong CRM expertise in HubSpot or Salesforce.
Experience applying AI tools or LLMs to real GTM workflows.
Sharp analytical thinking, with the ability to turn data into a clear recommendation.

Good to Have

SQL, Python or API skills.
Experience selling into or researching private equity, private credit or financial services.
Familiarity with Apollo, ZoomInfo or LinkedIn Sales Navigator.

About the company

Termgrid provides a SaaS platform that digitizes and streamlines debt financing workflows in the private capital markets for private equity sponsors, direct lenders, private credit funds, banks, and advisors. It operates with modular tools for deal execution, portfolio management, AI-powered precedent search for commercial terms, and relationship insights, all inside a centralized dashboard with secure data rooms, automated bid grids, and covenant monitoring. Termgrid differentiates itself by its institution-focused, modular architecture and the Profiles Hub directory, which is maintained by member institutions to centralize documents and interactions and reduce costs. Its goal is to offer end-to-end, data-driven financing workflow software that improves transparency and decision-making across leveraged buyouts, refinancings, and add-on facilities for a large network of users (650+ institutions and 10,000+ professionals as of 2023).

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Benefits

Remote Work Options

Termgrid

Revenue Operations Specialist

About the job

About the Role

Responsibilities

Requirements

About the company

Benefits