Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. CapIntel’s cutting-edge sales enablement platform empowers enterprises to seamlessly bridge efficiency and communication gaps. Our platform revolutionizes how advisors and wholesalers analyze, present, and sell investments to retail investors, ensuring a transformative experience in the wealth industry.

With a remarkable 750% growth in 2021 and a successful $14M Series A funding, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to make a significant impact on the wealth industry landscape in 2024 and beyond.

About the role

As the founding member of Revenue Operations, you’ll report into the SVP, Finance & Ops and will have the opportunity to shape a new function at CapIntel. This role will focus on optimizing GTM effectiveness through analytics, enablement, and process. In addition, this role will partner closely with our Sales, Marketing and CX leaders and play a pivotal part in overall productivity and effectiveness of the revenue organization. 

What you'll do

  • Partner with GTM Leadership teams to optimize existing Revenue models and launch new Revenue & Expansion strategies
  • Collaborate with GTM Leadership & Finance to execute plan Milestones / Capacity and improve Unit Economics as CapIntel scales
  • Ensure intra and inter Department collaborations are aligned with the larger company-wide strategy and milestone
  • Establish consistent reporting & analysis of Customer Funnel to maintain clear visibility of GTM activities and effectiveness
  • Revamp Revenue workflows & tech stack to ensure high data accuracy and help GTM improve strategic decision making
  • Manage operating rhythms such as weekly reviews, forecasts, KPI reviews, and OKRs
  • Work with GTM management to deliver performance improvement and training initiatives

Qualifications

  • Several years of experience leading RevOps or SalesOps at rapidly growing B2B Enterprise SaaS companies and understanding the customer funnel 
  • Developed and implemented strategies to streamline and integrate operations across Sales, Marketing, and CX, fostering a seamless revenue cycle 
  • Experience working with GTM tech stack (Hubspot, Salesforce, etc) and BI Tools (Looker or Tableau)  
  • Experience in setting up a data environment and working with large & complex data sets to deliver business insights 
  • Demonstrated expertise and success in the analysis, design, and automation of business processes 
  • Excels at cross functional collaboration - Professional, Accountable, and Data Driven  
  • Clear demonstration of hitting and exceeding operational and project goals 
  • Highly organized, detail oriented, and strong sense of urgency 
  • Strong interpersonal, communication and decision-making skills 

Bonus experience

  • Understanding of relevant KPIs (eg CARR, LTV, CAC)

We know that what matters most is a positive attitude, a hunger to learn, and the drive to create quality work and get results. While we value experience and specific kinds of knowledge, we also know that sometimes it’s a roundabout career journey. And if you’re not sure you meet the experience requirements for this position, but you know in your gut that you’ve got what it takes to bring this role to the next level, we’d like to hear from you! 

 

Additional Job details

The on target earning (OTE) range for this position is $140k - $160k USD annually.

Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience. Base pay is one part of the total rewards that is provided to compensate and recognize employees for their work at CapIntel. This role is eligible for stock options, as well as a comprehensive benefits package.

We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing tande@capintel.com.

What we can offer you

Remote first work: We’re a Canadian based, remote-first environment, with in-office collaboration zones and individual workspaces in Gatineau, QC or Halifax, NS and hubs of virtual employees in Southwestern Ontario. Successful candidates will be expected to adopt Eastern time core hours as part of their regular schedule, regardless of physical location. 

Pay: We’re proud to offer a fair, competitive, and equitable process to determine pay that is based on your skills, knowledge, experience and internal equity. We will present our best offer so you don’t have to worry about playing the negotiation game.

Benefits: Our comprehensive benefit package is available from your first day and we offer generous flex credits to allow you to top up your coverage in whatever way is meaningful to you! You’ll be able to allocate your flex credits to any combination of our Group RSP, Healthcare Spending Account and/or Lifestyle Spending Account. 

Time away from work: We love working at CapIntel, but we also love our lives outside of work. We offer competitive vacation days, life-care days, and company holidays and build in some flexibility too! Our vacation benefits increase along with your time at CapIntel, to thank and reward your continued commitment.

Professional growth: We thrive on building our career journeys by learning, mentoring and experiencing through our jobs, our colleagues and our leadership team. Not only do we encourage it, but we also enforce a culture that ensures we thrive, grow and evolve. All new hires will receive an onboarding success plan to help you progress during your first 90 days at CapIntel.

Belonging: We respect, appreciate and celebrate our individuality. And we know that our diverse perspectives further each other and our business along the path towards greatness. We find ways to socialize, build a sense of community (even if it is across the country!) and challenge each other to share creativity in our “safe-to-fail” environment. We’re committed to making sure you know you’re appreciated for exactly who you are

To learn how we protect your personal data, read our Applicant Privacy Notice. 

Equity, diversity and accessibility

CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance. 

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