Revenue Operations Specialist

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.