Director of Revenue Operations

Since launching in 2019 CapIntel has been on a mission to provide magical financial moments for all: investors wealth professionals and our customers.

Our innovative proposal generation platform transforms how financial professionals compare discuss and present investment options empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product thats adopted 4x more than previous solutions. One executive called CapIntel the most intuitive platform Ive used in almost 20 years in financial services.

As one of Canadas fastest-growing wealthtech companies CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team strengthening our ability to impact the wealth industry landscape in 2025 and beyond.

About the Role

As the Director of Revenue Operations youll report into our CRO Peter Cutler and will lead the function that strengthens how we go to market. Your mandate: optimize GTM performance through analytics enablement and process excellence. Working across Sales Marketing CX and Partnerships youll be central to improving productivity and ensuring the revenue organization is set up to succeed at scale.

What Youll Do

• Partner with GTM leaders to improve the full revenue cyclefrom pipeline health to customer retentionand launch strategies that drive growth.
• Lead GTM analytics surfacing insights that inform decisions and unlock new opportunities.
• Oversee operating rhythms including territory planning deal reviews forecast calls commission plans spiffs and board reporting.
• Own and prioritize the RevOps roadmap ensuring high-impact projects are delivered on time with clear visibility for stakeholders.
• Act as owner of the GTM tech stack (Salesforce HubSpot Catalyst Gong and more) ensuring integrations and data flows empower the business.
• Partner with leadership to roll out performance improvement initiatives and enablement programs that raise the bar for the team.

What Were Looking For

• 6 years of RevOps experience in high-growth B2B SaaS including 2 years in a leadership role.
• Proven track record of analyzing designing and automating revenue processes that scale.
• Experience implementing GTM strategies that streamline operations and create a seamless revenue cycle.
• Hands-on expertise with GTM tech stacks (Salesforce Marketo etc.) and BI tools (Looker Tableau) including building the right data environment.
• Strength in cross-functional collaboration: accountable data-driven and professional.
• A history of meeting and exceeding operational goals with strong organizational skills and a sense of urgency.
• Excellent communication decision-making and relationship-building skills.

Bonus Experience

• Prior experience in enterprise B2B SaaS with a strong grasp of KPIs like NRR and CAC payback.

The Interview Process

1. 30-Minute Video Interview with a member of the Talent Acquisition team
2. 60-minute Video Interview with the CRO
3. 60-Minute Video Interview with the SVP Finance & Ops
4. 45-Minute Video Interview with the Head of Customer Experience
5. 45-Minute Video Interview with the Head of Partnerships
6. 60-minute Presentationwith to GTM Leadership

Not Sure You Meet Every Requirement

We know that what matters most is a great attitude a hunger to learn and a drive to deliver high-quality work. While experience is valuable we also understand that careers dont always follow a straight youre excited about this role but not sure you meet every requirement we encourage you to apply!

Why Youll Love Working Here:

Visit our Careers Page to learn more about what its like to work here including the virtues that guide us and the perks and benefits designed to help you thrive. Were proud to be a team where respect trust and collaboration drive everything we do. At CapIntel we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. Wed love for you to be part of our journey!

Whats Important to Us:

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.

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 .

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For your application:

To help us quickly understand your qualifications and ensure your application receives the attention it deserves please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.