GTM Director
Director of Go-To-Market Operations
About the Opportunity
Our client is a boutique investment firm serving financial advisors across the independent broker-dealer and RIA ecosystem. The firm combines institutional investment expertise with a data-driven approach to portfolio management and is experiencing strong, intentional growth.
They are seeking individuals who are self-directed, detail-oriented, and thrive in an execution-focused environment.
The Role
Our client is hiring a Director of Go-To-Market Operations (GTM Ops) to lead the systems, processes, and infrastructure that power revenue generation. This individual will own the CRM, oversee data integrity, and drive alignment across sales and marketing to create a scalable, high-performing go-to-market engine.
This is a highly hands-on role with significant ownership and visibility.
Key Responsibilities
Own CRM & Revenue Systems
- Manage and optimize HubSpot as the system of record
- Build workflows, automations, pipelines, and integrations
- Ensure CRM data is accurate, structured, and actionable
Drive Data & Reporting
- Establish data governance and enforce quality standards
- Maintain clean data through ongoing QA and system updates
- Deliver clear reporting on pipeline, performance, and conversion metrics
Support GTM Execution
- Operationalize product launches, campaigns, and events
- Build repeatable processes to ensure consistency and scalability
- Partner with Sales and Marketing to ensure campaigns are measurable and aligned
Enable Sales Performance
- Develop onboarding, training materials, and playbooks
- Standardize processes and improve CRM adoption across the team
Improve & Scale Operations
- Identify inefficiencies and streamline workflows
- Build scalable systems to support growth and reduce manual execution
Qualifications
- 5-10+ years in Revenue Operations, Sales Ops, or similar
- Deep, hands-on expertise with HubSpot (admin-level)
- Strong experience with CRM data management, reporting, and workflow automation
- Proven ability to build or scale GTM processes
- Highly detail-oriented with strong problem-solving skills
Preferred:
- Financial services or asset management experience
- Experience with marketing tools, CRM integrations, or advisor data platforms (e.g., FINTRX)
- Background in building onboarding or training programs
What Our Client Is Looking For
- A systems thinker who connects people, process, and technology
- High ownership and accountability
- Ability to operate independently and drive cross-functional alignment
- Strong organizational skills with a focus on execution
Compensation
Competitive base + performance incentives
Benefits
- Medical, dental, and vision
- 401(k)
- Paid leave (including parental)
- PTO and commuter benefits
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.