About the role
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, revenue-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
About
the Role Wealth.com is building revenue infrastructure to scale. As our Director of Revenue 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 keep the revenue engine running. You will work directly with sales, marketing, finance, and leadership. You will move fast, ship real things, and make the revenue engine materially better.
What You'll Own GTM Systems Architecture Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, 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, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified AI Automation Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use Stay current on AI tooling (Gong AI, Salesforce 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
