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Director, Revenue Operations

Method Financial

Method Financial

Sales & Business Development, Operations
New York, NY, USA · Washington, DC, USA
Posted on Nov 11, 2025

Location

Austin, Washington D.C, New York City

Employment Type

Full time

Department

Growth

Meet Method

We built Method to propel the next decade of consumer finance. Method’s APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.

We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 4+ million users connect 30+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with 60+ financial institutions - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.

We’re a team of 40+ people spread across offices in Austin, Washington D.C., and New York City! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!

The Impact

As our first Director, Revenue Operations, you’ll be the architect and operator of a unified enterprise revenue engine across Sales and Marketing. You’ll take ownership of our GTM operations, data, and processes to ensure we have a single source of truth, actionable insights, and automated workflows that drive predictable growth. In this hands-on role, you’ll partner with Sales, Marketing, and Finance to turn data into decisions, tools into growth engines, and strategy into execution.

What you'll do

  • Own and optimize our GTM tech stack (Salesforce, Outreach, Clay, Clearbit, HubSpot or equivalent, and ABM tools like Demandbase/6sense) to maximize efficiency and adoption

  • Build and maintain metrics and reporting that provide real-time visibility into pipeline health, deal velocity, attainment vs. plan, and forecast accuracy

  • Ensure clean, consistent data across Salesforce, marketing automation, finance, and reporting systems

  • Automate and streamline lead management, account intelligence, and pipeline updates to free seller and marketer capacity

  • Connect sales and marketing data to deliver unified account-level insights, attribution, and engagement tracking

  • Partner with Customer Success to gather customer intelligence, manage renewals, customer health & churn dashboards

  • Implement and track GTM plans & incentives

Who you are

  • 10+ years in Revenue, Sales, or Marketing Operations in an enterprise SaaS and/or fintech environment

  • Hands-on experience as a Salesforce admin and with marketing automation platforms

  • Proven track record integrating and optimizing complex GTM stacks

  • Data-first mindset with strong reporting and dashboard-building skills

  • Able to think strategically while executing tactically as a player-coach IC

  • Comfortable owning problems end-to-end, from scoping to implementation

Why You’ll Love This Role

  • High-impact seat at the table; directly influencing how we win our top accounts

  • Build the RevOps function from the ground up, with autonomy to shape systems, processes, and reporting

  • Collaborate cross-functionally with sales, marketing, and leadership to drive measurable revenue impact

What Success Looks Like

  • All GTM systems are connected, data is accurate, and insights are actionable

  • Sales and Marketing operate from a single source of truth

  • Pipeline moves faster, forecasts are accurate, and account teams act on signals in real time

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The annual US base salary range for this role is $190,000 - $210,000 based on experience. We also offer an equity package and have a suite of excellent benefits.