Ridgeline is a privately funded FinTech startup determined to modernize investment management software. Our founder and CEO, Dave Duffield, has spent the last four decades building and growing values-based enterprise software companies, including PeopleSoft and Workday. Our employees bring a mix of tech, finance, and investment management experience to our mission. Headquartered in the Lake Tahoe Basin, with a second office in the heart of Manhattan, Ridgeline enjoys the best of both worlds: the tranquility of Lake Tahoe and the energy of the country's financial capital.As a RevOps Systems Lead, you will be in the center of the company's Go-to-Market organizationcollaborating with Sales, Customer Success, Marketing, Finance, and Product. In this role, you will be building, managing, and optimizing our Go-To-Market technology stack including but not limited to Salesforce, Hubspot, and Workato. You will be responsible for configuring Salesforce for various customer use cases and managing partner and alliance configurations. Your role will involve ensuring seamless integration and functionality of these tools to drive revenue growth and operational efficiency. You will work closely with cross-functional teams to streamline workflows, improve efficiency, and provide actionable insights through data management and reporting.What will you do?:
- 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.
Desired Skills and Experience
- 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.
- An aptitude for problem solving
- Ability to communicate effectively
- Serious interest in having fun at work
About RidgelineRidgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a Best Workplace for Innovators, by The Software Report as a Top 100 Software Company, and by Forbes as one of America's Best Startup Employers. Compensation and Benefits The cash compensation amount for this role is targeted at $128,000 to $160,000 OTE for individuals based in New York and California. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.