Job description
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 We pride ourselves on revolutionizing an outdated process with a product that’s adopted 4x more than previous solutions. One executive called CapIntel “the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada’s 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, you’ll 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, you’ll be central to improving productivity and ensuring the revenue organization is set up to succeed at scale.
What You’ll Do
- Partner with GTM leaders to improve the full revenue cycle—from pipeline health to customer retention—and 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 We’re 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
- 30-Minute Video Interview with a member of the Talent Acquisition team
- 60-minute Video Interview with the CRO
- 60-Minute Video Interview with the SVP, Finance & Ops
- 45-Minute Video Interview with the Head of Customer Experience
- 45-Minute Video Interview with the Head of Partnerships
- 60-minute Presentation with 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 don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You’ll Love Working Here:
Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re 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. We’d love for you to be part of our journey!
What’s 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 [email protected].
To learn how we protect your personal data, read our Applicant Privacy Notice.
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.
