---
title: 'Revenue Operations Lead at Koyfin'
canonical: 'https://feeny.ai/job/revenue-operations-lead-koyfin-united-states-h2tabw6jg8jb'
type: 'job'
last_seen: '2026-10-16'
---

# Revenue Operations Lead at Koyfin

- **Company:** Koyfin
- **Location:** United States
- **Compensation:** $115k–$160k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-29
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.ashbyhq.com/koyfin/4ba7840c-0f97-4979-8c92-4af61356ede1

## Job description

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms. Our impact so far: 🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth 🥇 Recognized by users as a top-rated investment solution on [G2](https://www.g2.com/products/koyfin/reviews)🏆 Rated as the top research platform for user satisfaction in the [Kitces survey](https://www.kitces.com/kitces-report-independent-financial-advisor-technology-fintech-software-tools-research/), the largest survey in the advisor industry Reporting to the Head of Sales, this is a from-scratch build. Koyfin has over 60,000 financial advisors using the platform, and over 800,000 registered users. Koyfin is standing up a Revenue Operations function for the first time to help the sales team improve the sales assist motion to the existing registered users. You’ll be working directly with the Head of Sales to build the systems, data, and messaging infrastructure the rest of the org runs on. We are looking for someone to support existing AEs, newly hired SDRs and the Head of Sales to run tests, build reporting and create efficiently run motions to reach out aggressive goals. This is a builder role, not a maintainer role. You'll be defining: a funnel, a lead-scoring model, a reporting layer, an outbound message library that does not yet exist, in a company that runs lean and expects you to own outcomes.

## What you'll own

CRM, systems & data (foundational)

- Full ownership of HubSpot: administration, integrations, and data quality
- Own and expand enrichment for new registrants and existing users
- Define and document the funnel from lead to deal created, including the lead-scoring model

Reporting & analytics

- Build the dashboards, reporting, and forecasting infrastructure the org uses to judge whether a motion is working
- Own test-validation tooling for time-boxed motion tests

Outbound messaging

- Create and iterate all prospect-facing messaging across email and LinkedIn, working in tandem with the SDRs on targeting and sequencing
- Own message performance (reply rates, positive-reply definition) as an input to the funnel data above

Partnership & process

- Work alongside AEs and SDRs day to day to identify what’s working, iterate and improve

## What we're looking for

- 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics
- Deep, hands-on HubSpot experience (admin-level) or equivalent depth in a comparable CRM; comfortable owning integrations and data architecture, not just reporting on top of them (there is a full engineering team available on an as-needed basis)
- Strong analytical skills with ability to build funnel definitions, lead-scoring models, and forecasting from scratch, without a data team behind you
- Experience writing and iterating outbound sales copy (email and LinkedIn), or directly overseeing it, since this role owns messaging end to end here, not just the systems around it
- Comfortable in ambiguity: this is a two-person function (you and the Head of Sales) inside a five-person sales org, and you'll be setting definitions and processes that don't currently exist
- Fintech, financial data, or advisor-facing SaaS experience a plus, not required

## Why Join Koyfin

- Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
- Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
- Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
- Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
- Industry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion.
- Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you. Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership. Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.

## About Koyfin

## Company Overview
- **One-liner**: Koyfin provides a modern, affordable investment research and portfolio analytics platform for advisors, institutional investors, and individual investors.
- **Entity Type**: Private (Seed stage; raised $6M+)
- **Headquarters**: New York, NY, USA (with remote hubs in Buenos Aires, Toronto, Ukraine, and the UK)
- **Founded**: 2016
- **Founders**: Rob Koyfman (CEO) and Rich (Co-Founder, Head of Product)

## Core Business
- **Primary industry**: Financial technology (FinTech) – data analytics for investments
- **Target customers**: B2B (financial advisors, investment research teams, CIOs) and B2C (individual investors, students)
- **Mission statement**: “To equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more.” [koyfin.com](https://www.koyfin.com/about/)

## Products & Services
- **Koyfin Platform (Web & Mobile)**: A SaaS platform offering live market data, equity screening over 100K global securities with 5,900+ filter criteria, portfolio analysis, risk/composition monitoring, model portfolios, transcripts, and client-ready reports. [koyfin.com](https://www.koyfin.com/)
- **Koyfin Mobile App**: Allows users to monitor markets and portfolios on the go. [koyfin.com/about](https://www.koyfin.com/about/)

## Market Standing
- **Valuation**: Not disclosed
- **Key Metrics**: 
  - Total funding: Over $6M (two seed rounds) [koyfin.com/about](https://www.koyfin.com/about/)
  - User base: 500,000+ users (as of late 2023) [koyfin.com/about](https://www.koyfin.com/about/)
- **Notable Investors/Partners**: Social Leverage, Craft Ventures (seed investors) [koyfin.com/about](https://www.koyfin.com/about/)
- **Growth Signals**: 
  - Rapid user growth from 100k to 500k in approximately one year.
  - Expansion into paid plans and mobile app.
  - Team grew from a small bootstrapped operation to 30 full-time employees across four countries.
  - Model portfolios and institutional-grade tools aimed at financial advisors.

## Competitive Advantages
- **Affordable alternative** to expensive legacy platforms (e.g., Bloomberg Terminal), making professional-grade data accessible to smaller firms and individuals.
- **All-in-one platform**: Combines market research, portfolio analytics, and client reporting in a single, intuitive interface.
- **User-centric design**: Built by former Wall Street professionals frustrated with outdated tools, emphasizing ease of use and transparency.
- **Strong free tier** that allows users to test before committing to paid plans.

## Strategic Focus
- **Growth and monetization**: Launching and refining paid subscription plans to convert the massive free user base.
- **Product expansion**: Continuous addition of advanced features (model portfolios, transcript data, enhanced screening) to retain financial advisors and institutional clients.
- **Global reach**: Building a remote-first, distributed team to tap talent worldwide and support international users.

## Why Work Here
- **Remote-first culture**: “We’re wherever you are” – fully remote positions available; offices in NY, Miami, BA, Toronto, and Ukraine for optional collaboration. [koyfin.com/careers](https://www.koyfin.com/careers/)
- **Benefits & perks**: Stock options, 401k contributions, generous health/dental plans, flexible hours, paid time off, paid industry certifications, parental leave, mental health support, weekly team lunches, social events, and team away days. [koyfin.com/careers](https://www.koyfin.com/careers/)
- **Engineering culture**: Small, fast-moving team (30 people) with direct impact on product decisions; works at the intersection of finance and technology.
- **Values**: Teamwork, potential, and openness – they actively encourage mental health conversations and inclusive practices (25% female team noted). [koyfin.com/careers](https://www.koyfin.com/careers/)
- **Career growth**: Opportunities to earn paid certifications, use an educational budget, and take on ownership early in a scaling startup.
- **Current open roles (as of July 2025)**: Staff Backend Engineer, Lead Product Manager, Senior Full Stack Engineer, Lifecycle Marketing Manager – all remote, US-based. [jobs.ashbyhq.com/koyfin](https://jobs.ashbyhq.com/koyfin/)

## Sources
1. [Koyfin Homepage](https://www.koyfin.com/)
2. [Koyfin Careers Page](https://www.koyfin.com/careers/)
3. [Koyfin About Page](https://www.koyfin.com/about/)
4. [Koyfin Ashby Jobs Portal](https://jobs.ashbyhq.com/koyfin)
5. [Koyfin LinkedIn Profile](https://www.linkedin.com/company/koyfincharts)

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