Revenue Operations Specialist
姆格里德正在重写私人资本市场的规则。我们为交易专业人士构建了定义类别的操作系统，这是世界上最先进的私募股权赞助商，贷款机构和顾问管理其融资工作流程的每个阶段的平台。由迪普什·赖 （哈佛 MBA,IIT,哥伦比亚；前 Providence Equity）和维沙尔·辛格 （哥伦比亚 MS CS;前 CTO Link3D,收购 Nasdaq:MTLS）在2019年创立，姆格利德已经实现了少数金融科技公司所梦想的目标：全球5家顶级私募股票公司中有4个信任我们作为核心技术合作伙伴。1600+机构，30,000+专业人员。关于你将拥有收入终端引擎的角色：作为唯一的真相来源，这些数据，系统和市场情报将私募股权账户转化为管道和管道成收入。这一角色位于销售，营销，金融和领导层中心。责任收入运营 · 拥有 CRM 架构 ([HubSpot]),管道卫生和交易工作流程。· 建立预测和管道报告，以领导力来做决定。· 从第一接触到关闭协议，从沟中找到和解决漏洞.GTM 系统和自动化 · 使用 Clay,n8n,Make 或类似工具设计和船只丰富，得分和推广工作流程 · 连接 GTM 堆，使数据在 CRM,丰富和参与工具之间流动得清洁。· 用可扩展的自动化系统取代手工研究和数据工作.PE 市场智能•按基金规模，战略，部门和地理位置进行 PE 公司分类，优先考虑账户。· 在交易团队，金融和投资组合运营中地图购买委员会。· 从筹款，新交易和债务期限建立基于信号的探望。· 将研究转化为 B2B SaaS 的人物，频道和信息游戏。要求必须有4至8年收入运营，销售运营或 GTM 运营。· 建立现实且正在使用的 GTM 自动化，而不是只是计划。· HubSpot 或 Salesforce 中的强大的 CRM 专业知识。· 在实际 GTM 工作流程中应用 AI 工具或 LLM 经验。· 有敏的分析思维，能够将数据转换为明确的建议。好用 · SQL,Python 或 API 技能。· 销售私募股权，私营信贷或金融服务或研究经验。•熟悉 Apollo,ZoomInfo 或 LinkedIn 销售导航器。
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Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.
Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.
About the Role
You will own the revenue engine end to end: the data, systems, and market intelligence that turn private equity accounts into pipeline and pipeline into revenue. This role sits at the center of Sales, Marketing, Finance, and Leadership.
Responsibilities
Revenue Operations
- Own CRM architecture ([HubSpot]), pipeline hygiene, and deal workflows as the single source of truth.
- Build forecasting and pipeline reporting that leadership uses to make decisions.
- Find and fix leaks across the funnel, from first touch to closed deal.
GTM Systems and Automation
- Design and ship enrichment, scoring, and outreach workflows using Clay, n8n, Make, or similar tools.
- Connect the GTM stack so data moves cleanly between CRM, enrichment, and engagement tools.
- Replace manual research and data work with scalable, automated systems.
PE Market Intelligence
- Segment PE firms by fund size, strategy, sector, and geography to prioritize accounts.
- Map buying committees across deal teams, finance, and portfolio operations.
- Build signal-based prospecting from fundraises, new deals and debt maturities.
- Turn research into persona, channel, and messaging plays for Sales.
Requirements
Must Have
- [4 to 8] years in Revenue Operations, Sales Operations or GTM Operations in B2B SaaS.
- A track record of building GTM automations that are live and in use, not just planned.
- Strong CRM expertise in HubSpot or Salesforce.
- Experience applying AI tools or LLMs to real GTM workflows.
- Sharp analytical thinking, with the ability to turn data into a clear recommendation.
Good to Have
- SQL, Python or API skills.
- Experience selling into or researching private equity, private credit or financial services.
- Familiarity with Apollo, ZoomInfo or LinkedIn Sales Navigator.