Revenue Operations Manager, Enterprise Marketing

We are SigFig. We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. It takes extraordinary people to disrupt decades of legacy financial services practices to reimagine solutions to serve customers at scale.

We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Through programs with some of the world’s largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, SigFig seeks to help consumers and institutions make better financial decisions.

Headquartered in San Francisco, we also have amazing talent solving interesting problems across our offices in Tucson, Calgary, Singapore, and New Delhi, but also remote employees in any of the following states: Washington, Oregon, California, Arizona, Illinois, Nebraska, Massachusetts, North Carolina, Maryland, Nevada, New York, Texas, Pennsylvania, Virginia.

The Team -- Enterprise Marketing

The Enterprise Marketing team is a rapidly growing & highly visible function within SigFig’s Strategic Partnerships organization. We’re charged with defining our voice and telling the stories of our products and partners to differentiate us in a highly competitive and fluid market. Our goal is to position our company as the leading FinTech innovator in digital customer engagement, retail banking experience & wealth management, by developing sophisticated messaging and delivering impactful content to drive awareness and demand for our solutions. We pride ourselves on blending traditional marketing best practices with creative, rigorous, and data-driven approaches to drive long-term, predictable growth.

The Opportunity -- Revenue Operations Manager, Enterprise Marketing

​​We are looking for our first Revenue Operations Manager to build the infrastructure behind our growing Enterprise Sales and Marketing engine, supporting the full partner life cycle in order to drive company growth.

Reporting to the VP, Enterprise Marketing and working extremely closely with Sales leadership, this role is a combination of traditional Marketing Ops and Sales Ops roles. Your mission is to help define and align the entire go-to-market process, providing a foundation for planning, collaboration, and communication across Sales and Marketing. You will also be working with the teams to ensure our platforms and systems are used in the right way and that we have high-quality data that underpin these.

Specifically, you will work directly with Marketing and Sales/Account Management to design, execute and streamline all our activity across operations, the tech stack, and data-driven insights.

How You’ll Make an Impact

• Operations management:
  • Business process improvement
  • Cross-functional collaboration
  • Project and change management
• Tech stack management:
  • Architecture and administration of the revenue tech stack, currently made up of Salesforce, (Marketing Automation - TBD), ZoomInfo, Chorus.ai, Yesware, Mailchimp, Seamless.ai, GA - all
  • Audit, uncover and resolve data quality issues; make recommendations to avoid issues in the future
  • Integrations
• Insights:
  • Data quality, access, and management
  • Operational insights
  • Strategic insights

• Sales/Account Management:
  • Enhance sales productivity by enabling the sales team to work smarter by simplifying processes
  • Track and analyze key metrics including pipeline growth, win/loss rates, forecast and quota attainment
  • Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management
  • Assist with onboarding and training new sales talent on Salesforce and other sales tools
  • Provides day-to-day end-user support including implementation, user adoption, system configuration and maintenance, testing, data integrity, backups, etc.
  • Configure and customize Salesforce including custom fields, roll-ups, and formula fields; page layouts and record types; custom objects; workflows and email alerts, field updates, and task creation

• Marketing:
  • Build best-in-class marketing operations that scale
  • Be a key builder of the engine for demand, defining and maintaining systems for tracking, attribution, reporting, campaign performance, ABM, and more
  • Own and optimize measurement and ensure comprehensive and accurate tracking of all marketing touchpoints across online (webinars, website, etc) and offline (events), inclusive of the campaign and offer effectiveness (attribution)
  • Developing strategy for consistent metrics, reporting, testing, analysis, and forecasting to support marketing decision making and improve understanding of marketing performance
  • Build and manage detailed dashboards that report on traffic, conversion, velocity, opportunities, marketing-sourced revenue, and ROI on a department, channel, and sub-channel level

Why We Value You

• You have the ability to zoom in and zoom out: balance high level planning with day-today operations
• You have the proven ability to fine tune complex sales and marketing processes and rollouts
• You have the ability to analyze complex sets of data and present it in an easy and digestible manner
• You have strong financial acumen and understanding
• You have a strong understanding of Salesforce architecture and design principles and best practices
• You have experience with Marketing Automation and processes (e.g. lead routing)
• You have experience working with technical third party integrations related to Salesforce
• You are an Excel and Google Sheets wizard
• You have strong organizational skills and the ability to prioritize and communicate
• You are a flexible, fast learner who thrives in a constantly-changing work environment
• You have strong data-driven decision making skills
• You have excellent listening, verbal, written communication skills
• You thrive in leading initiatives across multiple teams

Ideal SigFigian for this Role

• 2-4 years of experience in sales, sales operations, business operations, and/or management consulting, with a demonstrated history of improving productivity by providing data-driven insights for strategy planning and sales enablement (especially within the SaaS startup space)
• Experience with a Salesforce and Hubspot tech stack
• Bachelor’s degree

Perks and Benefits

• Competitive Benefits Package
• Flexible PTO
• 401K with Company Match
• $1000 Yearly Wellness Benefit
• Employee Recognition Program
• And more

Founded in 2007, SigFig is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.

© Nvest. All rights reserved, SigFig is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.

San Francisco Applicants: SigFig will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance.