Finance & Revenue Operations Lead

Location: US - Remote

Department: Finance

Location Type: REMOTE

Employment Type: FULL_TIME

Finance & Revenue Operations Lead

About TaxGPT

What Youll Do

What We Are Looking For

Required Qualifications

• 5+ years in Revenue Operations, Sales Operations, Finance Operations, or GTM Engineering at B2B SaaS companies, ideally through a scale-up phase.
• Expert-level HubSpot and Stripe skills: you have owned an instance, not just worked in one. That includes subscription and usage-based billing, invoicing, and connecting billing data to the CRM and the ledger.
• Demonstrated success using AI tools and models to multiply a teams output, with good judgment about where AI can and cant be trusted with financial data.
• You have built forecasting, planning, funnel, or financial reporting that leadership actually ran on, including reporting for a board or investors.
• Working knowledge of SaaS metrics and revenue recognition fundamentals.
• Comfortable owning revenue and finance systems: you set your own roadmap and hold your own with sales leaders, marketing, and founders.
• Excellent analytical, organizational, and communication skills, with the self-direction to drive adoption with minimal oversight and to explain financial data plainly to non-finance teammates.
• Proficient with collaboration tools like Slack, Google Workspace, and Fathom.

Preferred Qualifications

• Experience building a RevOps or finance operations function from scratch.
• SQL skills for pulling your own answers out of the data, and experience with a BI tool.
• Familiarity with subscription analytics workflows and with accounting systems 
• Exposure to PLG funnels and product usage data in a sales-assist motion.
• Experience building or evaluating AI agents, retrieval systems, or internal knowledge bases.
• CPA, Big 4, or consulting background (a plus, not required).

How We Define Success in This Role

• Owns the revenue operating rhythm: weekly pipeline reviews with sales leadership, coverage and conversion reporting, and a forecast the board can rely on.
• Owns HubSpot and Stripe end-to-end as our system of record: architecture, lifecycle stages, routing, contract-to-invoice flow, and the data standards that keep everything downstream trustworthy as we scale.
• Owns the numbers: monthly revenue and billing reporting, ARR tracking, and clear internal and external financial reporting, with metric definitions the whole company shares.
• Becomes the teams go-to for financial questions: self-serve dashboards and fast, well-documented answers, so Sales, CS, and leadership always know where they stand.
• Scales the team through automation, using AI-native tooling (Clay, n8n, and whatever comes next) for everything from enrichment and routing to renewal triggers and reconciliations.
• Unifies the product-led and sales-led funnels, so signups, hand-raisers, and outbound flow through one coherent lifecycle.
• Helps build the company brain: capturing what we learn about customers tax workflows from calls, CRM notes, and usage and billing data, and turning those insights into improvements across pricing, product, and operations.

Why Join Us