Location: Remote (United States) Who We Are Holistiplan offers award winning tax planning software specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions serving over 10,000 firms and 60,000 users. Holistiplan has been voted the #1 tax planning software in the Kitces Report Studies and the #1 tax planning software for five consecutive years in the T3 / Inside Information Software Surveys. Learn more at www.holistiplan.com.

About the Role

We're hiring a RevOps Manager to strengthen GTM operations across Customer Success, Sales, and Marketing as Holistiplan scales. Reporting to the Director of Revenue Operations, you'll bring systems expertise, structured thinking, and cross-functional collaboration to a growing GTM team. This is a hands-on individual contributor role for someone who can take well-scoped projects from start to finish with minimal oversight, and who wants to work closely with the Director on data architecture, reporting, and systems strategy, building toward owning execution in those areas.

What You'll Do

Partner with CS, Sales, and Marketing to align systems, data, and processes across the GTM funnel Help keep our HubSpot environment clean and reliable: data architecture, workflow logic, record layouts, duplicate management, reporting, and configuration, owning execution within the strategy set with the Director Drive process improvements across pipeline & forecasting, renewals & expansion, enablement, and other cross-functional workflows, working closely with the Senior Revenue Operations Manager as needed Lead RevOps projects from scoping through rollout, with guidance from the Director on larger cross-functional initiatives Build and maintain reporting and dashboards that give Sales and CS visibility into their day-to-day operations and into pipeline, retention, and expansion performance Run our data enrichment workflows, keeping account and contact data complete and accurate across target segments Help maintain data quality and integrity across GTM systems, working closely with the RevOps Analyst Use AI-assisted tools to automate recurring workflows and reporting, cutting down on manual work Document processes and establish standards that hold up as the team grows Support GTM tooling and integrations, including administration, usage tracking, and vendor evaluations, with a path to owning the stack Example Projects You Might Lead Building an automated lead management process for the SDR team, with performance reporting Developing trial engagement signals that help Sales prioritize and convert product trials Building our GTM tech stack inventory: tools, contracts, renewal dates, usage, and cost Scaling enrichment and segmentation as we expand into new markets (e.g., CPA and accounting firms) Refining and scaling our account health and renewals workflows as the customer base grows Skills & Experience 3–5 years in Revenue Operations, Sales Operations, or Customer Success Operations, ideally at a B2B SaaS company Strong hands-on HubSpot experience (workflows, reporting, automation, lifecycle management); custom objects experience a plus Hands-on experience with data enrichment tools and workflows Analytical mindset with the ability to translate data into insights, decisions, and prioritization Experience collaborating across Customer Success, Sales, and Marketing Strong project management and organizational skills Experience running projects independently and bringing stakeholders across teams along Bonus Points: Experience in financial services, wealth management, or tax/accounting-adjacent SaaS; experience at a PE-backed company; familiarity with AI-assisted workflow or reporting tools About You You're a strong verbal and written communicator You're a systems thinker who can bring clarity to complex ideas You move fast without cutting corners on the details You keep the needs of Sales and CS reps top of mind during your design and decision-making You welcome feedback to improve your skills and work You take initiative and work with a healthy sense of urgency You're comfortable being a generalist — picking up new problem spaces rather than staying in one lane

Benefits

Unlimited PTO Health insurance (medical/dental/vision) 401k with company match Fun, positive team that values both hard work and work-life balance All expenses paid annual company onsite at a hotel and resort To Apply : email your resume to jobs@holistiplan.com Holistiplan is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.