Position Type: Full-time
Location: Boston-Based Hybrid; (T, W, T In Office / M & F WFH)
Start Date: ASAP
Work Authorization Requirement: Applicants must be authorized to work in the United States without requiring current or future visa sponsorship.
DealRoom is hiring a
Director of Revenue Operations to architect, scale, and operationalize the GTM systems, processes, and data that power our growth. This is a high-impact leadership role for someone who thrives at the intersection of strategy and execution, someone who can design systems that survive scale, translate complexity into clarity, and enable GTM teams to operate with confidence.
This role is not about maintaining tools; it’s about building a durable revenue engine. You’ll own how our GTM systems, processes, and data work together across the full Lead-to-Revenue (L2R) lifecycle, ensuring they remain scalable as DealRoom grows, introduces new motions, and evolves its go-to-market strategy.
Who are we?
DealRoom is a dynamic FinTech innovator revolutionizing the Mergers & Acquisitions (M&A) landscape. We're transforming complex financial processes with cutting-edge technology, and we're looking for passionate trailblazers to join our high-energy team. If you thrive on challenges and want to make a tangible impact in finance, DealRoom offers an exhilarating career launchpad. We're not just changing the game – we're redefining it.
Why was DealRoom started?
Founded in 2012 in Chicago by former M&A advisor Kison Patel, DealRoom addresses technological gaps hindering deal success in the financial industry. With a client-oriented culture, DealRoom has grown to 50+ employees, remains self-funded, and is expanding rapidly. Our growth encompasses both DealRoom's software solutions and the M&A Science Podcast, which recently celebrated its 300th podcast episode!
Core Responsibilities
- Architect and own end-to-end GTM systems that support growth, new motions, and organizational change. Including designing workflows, lifecycle stages, ownership rules, and data constructs that translate GTM strategy into execution
- Own Lead-to-Revenue (L2R) process definition in close collaboration with Revenue and Marketing leadership, ensuring shared understanding, accountability, and consistency.
- Define and implement data standards across the GTM stack, with a strong focus on pipeline visibility and forecast accuracy
- Build and maintain reliable reporting that enables leadership to understand performance, risk, and opportunity with confidence
- Serve as the hands-on and strategic owner of HubSpot, ensuring the CRM supports clean lifecycle management, automation, reporting, and forecasting across the full funnel
- Partner with GTM leaders to enable teams on systems and processes, driving adoption, correct usage, and accountability
- Design and operationalize AI-enabled RevOps workflows where appropriate to improve efficiency, prioritization, and decision-making across signals, routing, enrichment, outbound, and forecasting support
- Continuously evaluate and evolve systems, processes, and data to ensure they remain scalable, reliable, and aligned with how DealRoom goes to market
Who You Are
- An operations professional with 8+ years of relevant experience in sales/rev/business operations with a solid grasp of SaaS business models.
- A systems-minded operator who enjoys designing GTM infrastructure that holds up as a company scales
- A strong cross-functional partner who works easily with Marketing, Sales, Customer Success, and leadership and knows how to drive alignment without creating friction
- Deeply experienced in HubSpot, both as a hands-on user and from a strategic systems perspective
- Comfortable owning complex, ambiguous problems and turning them into clear, documented, and repeatable processes
- Data-driven and detail-oriented, with high standards for accuracy, consistency, and reliability
- Curious and practical about AI, with good judgment around where automation creates leverage and where it creates noise (experience with Clay is a plus)
- Enablement-oriented by nature, you care not just about building systems, but about making sure teams actually use them correctly
- Direct, clear, and thoughtful in your communication style, with the ability to explain the “why” behind decisions and changes
- Comfortable operating in a fast-moving, scaling SaaS environment where priorities evolve and clarity matters
Required Certifications Before Start Date
- HubSpot Revenue Operations Certification
- HubSpot Marketing Hub Certification
- HubSpot Sales Hub Certification
- Hubspot Reporting Certification
Benefits & Culture
- Generous equity options
- 100% individual / 60% family insurance coverage
- Competitive benefits including 401(k)+matching, Healthcare, Dental, and Vision plans
- $500 Annual AI Stipend
- Learning and Development Support
- Boston-based hybrid model (T-T In Office / M & F WFH)
- $300 Monthly Commute Stipend
- DealRoom is committed to providing all team members a truly unique experience with the opportunity for involvement in all dimensions of running and growing our business.
- Opportunity to work in a fast-moving, high-growth SaaS company
- Company paid laptop
