Trading Technologies

High-performance trading software and data solutions

GTM Operations Lead

Sales OperationsUpdated on Nov 13

Full-timeNew York, NY, USANo salary listedHybrid

About the Job

Requirements

3–6 years of experience in Sales Operations, Revenue Operations, or a related go-to-market operations role.
Hands-on Salesforce reporting and dashboard experience.
Strong process-design skills, including mapping a funnel, writing stage-gate criteria, and driving adoption.
Advanced Excel or Google Sheets skills.
Experience running recurring operating cadences, including pipeline reviews and QBRs, and building executive-ready materials.
Ability to hold sales representatives and managers accountable to process and meeting cadence.
High autonomy and attention to detail.
A bachelor's degree in Business, Finance, or Economics, or equivalent experience.

Responsibilities

Own go-to-market operations, including pipeline management, lead routing, funnel design, customer relationship management governance from a process standpoint, and sales process design.
Run the operating rhythm that keeps revenue leadership aligned, including pipeline reviews, forecast calls, quarterly and monthly business reviews, and executive and board reporting.
Maintain pipeline stage definitions, exit criteria, and hygiene standards across the funnel from lead through opportunity, close, expansion, and renewals.
Design and maintain lead-routing rules and service-level agreements across sales stages.
Set customer relationship management governance policy, including required fields, stage gates, and process rules, in partnership with the Revenue Systems Lead, who owns the technical build.
Design and continuously improve the sales process, retire steps that do not add value, and maintain documentation.
Support customer lifecycle operations touchpoints, including renewal and expansion handoffs, as needed with Customer Success.
Own and run recurring pipeline reviews, forecast calls, quarterly business reviews, board meetings, and performance review meetings.
Build and narrate key performance indicator dashboards and executive reporting packages.
Track cross-functional go-to-market initiatives through completion.
Own the structure and calendar of recurring revenue operations meetings and drive decision velocity.
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 risks to leadership; deep accuracy modeling is outside the role's core scope.
Partner with the Revenue Technology Lead on customer relationship management data and workflow requirements.
Partner with the Sales Enablement Lead so process changes are accompanied by training.
Support Finance and deal-desk-adjacent needs related to commercial policy adherence as they arise.

Desired Qualifications

B2B software-as-a-service industry experience.
Consulting background.
Salesforce administration experience.
SQL or experience with a business intelligence tool such as Tableau, Looker, or Power BI.

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.

What success looks like

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

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

Essential

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

Desirable

B2B SaaS industry experience
Consulting background
Salesforce administration experience
SQL or a BI tool (Tableau, Looker, Power BI)

About the Company

Trading Technologies

High-performance trading software and data solutions

Trading Technologies provides professional trading software, infrastructure, and data services for capital markets, supporting futures, options, and cryptocurrency trading. Its platform is fast and reliable, offering charting, spreading, and algorithmic trading tools delivered through licensing or subscription, with optional hosting, network, and exchange connectivity services. The company differentiates itself with enterprise-grade, speed-focused infrastructure and a broad asset-class platform that complements the software with added data services. Its goal is to help professional traders and institutions trade more efficiently and stay compliant through high-performance tools and data capabilities.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 1994

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