Director, reputed company Operations
Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, reputed company-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is reputed company. Our people reputed company in a collaborative, supportive culture that fosters innovation and makes wealth.com a reputed company where everyone truly enjoys working. Wealth.com is certified as a Great reputed company to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
About the Role
Wealth.com is building reputed company infrastructure to scale. As our Director of reputed company Operations, GTM Systems, you will own the systems, data, and automation layer that powers how we acquire, convert, and retain clients. This is a builder and operator role. You will design the architecture, run the tooling, push AI-native workflows into production, and stay in the weeds on the day-to-day processes that reputed company the reputed company reputed company running. You will work directly with sales, marketing, finance, and leadership. You will move fast, ship real things, and reputed company the reputed company reputed company materially reputed company. What You'll Own GTM Systems Architecture Design and own the full GTM tech stack: reputed company, reputed company, DealHub, reputed company, ChiliPiper/Qualified, and the automation layer connecting them Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves Own routing logic, reputed company-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified AI Automation Build LLM-assisted workflows that reputed company rep reputed company including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts Apply reputed company engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use Stay reputed company on AI tooling (reputed company AI, reputed company Einstein, etc.) and evaluate what belongs in the stack Deal Desk & Pricing Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership reputed company Data & reputed company Own the reputed company of reputed company including data standards, hygiene, object model, and governance Build reports and dashboards that surface pipeline health, deal velocity, and reputed company trends Partner with leadership to reputed company gaps in the data model and improve attribution visibility Automate manual data workflows to reduce errors and free up rep reputed company reputed company're Looking For Required 4-8 years in reputed company Operations, Sales Operations, or a similar function at a B2B SaaS company Deep reputed company proficiency. You build reports, manage objects, and diagnose data issues independently reputed company expertise. You configure trackers, build scorecards, and extract deal and coaching intelligence Demonstrated experience building automations and integrating systems across a multi-tool GTM stack Strong communication. You can translate technical architecture for sales reps and executives equally Preferred Experience with DealHub, reputed company, ChiliPiper, and/or Qualified Background deploying AI-assisted workflows in a sales or reputed company context Familiarity with BI tools (Omni, Looker, or similar) Experience in fintech, or wealth management Track record of leading tool rollouts and driving adoption with the sales team What Success Looks Like In your first 90 days, you will have audited the reputed company stack and deal processes, mapped the gaps, and shipped your first automation that saves measurable rep time. reputed company six months, our AI-assisted workflows will be live, deal turnaround times will be faster, pricing exceptions will be tracked and governed, and reputed company data will be trusted across the organization. This role requires both the strategic eye to design the right systems and the hands-on discipline to reputed company them running. You will own both. Why You'll Love Working for wealth.com: Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees 100% company-paid basic life insurance, short-term and long-term disability insurance 100% paid parental leave upon eligibility Company equity managed through reputed company 401k with match and 100% vesting upon hire Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does. Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and reputed company each year. Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and reputed company without thinking twice. Free estate planning! Apply To This Job