Revenue Operations Lead

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. 

We’re a remote-first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

The Role

As LearnLux’s Revenue Operations Lead, you will serve as a strategic partner to our Sales leadership and be responsible for building and optimizing our revenue engine. This hands-on role owns our core GTM systems, processes, and reporting. You’ll lead forecasting, pipeline planning, CRM optimization, and revenue analytics, while partnering cross-functionally with Sales, Marketing, Finance, and Client Success.

You will be a critical contributor to how we scale revenue operations in a high-growth, B2B2C, enterprise-focused environment. This role is ideal for a data-driven RevOps professional who thrives in ownership, systems thinking, and hands-on execution.

This role is 100% remote within the US and reports to the Head of Sales.

Key Responsibilities

• Manage sales pipeline reporting and forecasting in partnership with Sales leadership
• Maintain and evolve revenue reporting infrastructure, including dashboards in BI tools like Metabase
• Own HubSpot CRM administration and optimization, including user workflows, integrations, and reporting
• Analyze pipeline health, conversion rates, and sales performance to identify growth opportunities
• Support Sales and Marketing with lead lifecycle tracking and campaign effectiveness reporting
• Collaborate on go-to-market (GTM) planning and process improvements to support scaling revenue operations
• Design and document scalable workflows, processes, and systems to support enterprise sales motions
• Partner cross-functionally to support revenue attribution, planning, and operational insights
• Contribute to sales compensation modeling and territory planning as needed

Qualifications & Experience

• 4–7+ years in Revenue Operations, Sales Operations, or related experience in a B2B SaaS or fintech environment
• Proficient in HubSpot CRM administration and configuration
• Strong analytical and problem-solving skills; able to turn data into insights and actions
• Hands-on experience with business intelligence tools such as Metabase, Looker, or Tableau
• Excellent communication skills and ability to partner with cross-functional stakeholders
• Proven ability to work autonomously and thrive in a fast-paced, remote-first environment
• Familiarity with forecasting, pipeline management, and sales planning methodologies
• Strong process orientation with a passion for continuous improvement

Nice to have

• Experience in the benefit or wellness industry
• Experience supporting enterprise or large-market B2B sales teams
• Understanding of marketing operations, lead scoring, or ABM tools
• Exposure to compensation planning, quota setting, and/or territory design
• Experience in a B2B2C business model or employer benefits industry

Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Equity (Full-time employees)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!