Caddie AI (formerly Bahia)
Senior Revenue Operations Manager
Caddie AI (formerly Bahia), Boston, Massachusetts, us, 02298
1 day ago Be among the first 25 applicants
Submit your CV and any additional required information after you have read this description by clicking on the application button. Get AI-powered advice on this job and more exclusive features. Caddie is hiring on behalf of
Posh , a company revolutionizing the way financial institutions work. They’re looking for a Senior Revenue Operations Manager to help them scale smarter, faster, and more strategically. This is a high-impact, hands-on role where you’ll own the strategy, systems, and processes that align Marketing, Sales, and Client Success across the entire customer journey. If you thrive in ambiguity, love turning complexity into clarity, and are passionate about building the operational foundation for hyper-growth, this role is for you. You’ll architect scalable GTM systems, transform data into insights, and partner with leadership to accelerate revenue growth. What You’ll Do: Build & Optimize the Revenue Engine: Design, implement, and continuously improve scalable GTM processes across Sales, Marketing, and Client Success. Partner with leaders to design sales processes, define territories, set quotas, and create commission plans that motivate and drive performance. Break down silos, align teams, and ensure a frictionless customer journey. Lead with Data: Own forecasting, pipeline reporting, and conversion analysis — turning data into actionable strategies. Build dashboards and reporting frameworks to track KPIs, client ROI, and product adoption. Surface trends and insights that help the business make smarter, faster decisions. Identify bottlenecks, design solutions, and roll out automation that boosts efficiency and scalability. Create process maps and documentation so the GTM playbook is crystal clear. Own the Tech Stack: Lead the strategy and optimization of GTM systems — including Salesforce (CRM), HubSpot (Marketing Automation), DealHub (CPQ), and Outreach (Outbound Automation). Drive system integrations, manage workflows, and enforce data hygiene for accuracy and consistency. Champion Cross-Functional Collaboration: Act as the connective tissue between Marketing, Sales, Client Success, and Finance. Support investor reporting and strategic planning with data and insights. Who You Are: 6+ years in Revenue Ops, Sales Ops, Marketing Ops, or a related role in a B2B SaaS company Proven success building and scaling GTM processes in high-growth environments Strong analytical skills with proficiency in data analysis and reporting tools (Advanced Excel/Google Sheets and PowerPoint/Slides is essential; SQL is a plus) 4+ years of hands-on experience with Salesforce or HubSpot (bonus if you’re an admin) A proactive, solution-driven mindset with a bias toward execution Comfortable working independently and leading through ambiguity in a fast-paced setting About Posh: Financial institutions, banks and credit unions, are undergoing a seismic shift in how they operate and serve their customers. Posh is at the forefront of that transformation. Since 2018, they’ve harnessed cutting-edge AI to help financial institutions work smarter and serve better. Their products power millions of interactions monthly across 100+ institutions. Posh builds AI assistants for both customer-facing and internal use cases, all within a tightly integrated ecosystem. With a laser focus on financial services, they’re creating specialized, high-impact solutions where generic platforms fall short. What They Offer: Competitive salary and equity Award-winning, high-impact products backed by $45M+ in top-tier fintech funding Remote-first team with optional co-working in Boston and NYC Free lunches at Boston HQ on Tuesdays & Wednesdays Unlimited PTO and flexible work schedules Health, dental, and vision insurance Paid parental leave Dedicated budget and time for personal/professional development Team on-sites and off-sites to build bonds and drive innovation The opportunity to shape the intelligence behind the next generation of AI-powered financial tools Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionManagement and Manufacturing IndustriesTechnology, Information and Internet Referrals increase your chances of interviewing at Caddie AI (formerly Bahia) by 2x Get notified about new Senior Operations Manager jobs in
Boston, MA . Boston, MA $100,000.00-$150,000.00 1 month ago North Andover, MA $121,500.00-$200,900.00 2 weeks ago North Andover, MA $121,500.00-$200,900.00 1 week ago North Andover, MA $121,500.00-$200,900.00 6 days ago Senior Operations Manager- Retail Encore Boston Harbor Boston, MA $62,905.00-$104,650.00 6 days ago Westford, MA $127,300.00-$254,700.00 2 weeks ago Senior Manager, Support Operations & ExcellenceHead of Restaurant Operations – East Coast Andover, MA $121,040.00-$196,690.00 4 days ago Senior Operations Manager (Relocation Required)Deputy Chief of Staff - Operations & Supply Chain Needham, MA $130,000.00-$145,000.00 3 days ago Strategic Operations Relationship Manager Canton, MA $70,000.00-$90,000.00 1 week ago Brockton, MA $140,000.00-$170,000.00 3 weeks ago Boston, MA $60,000.00-$65,000.00 1 month ago Brockton, MA $140,000.00-$170,000.00 1 day ago Randolph, MA $110,000.00-$140,000.00 3 weeks ago Canton, MA $90,000.00-$100,000.00 1 day ago Boston, MA $141,300.00-$160,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Submit your CV and any additional required information after you have read this description by clicking on the application button. Get AI-powered advice on this job and more exclusive features. Caddie is hiring on behalf of
Posh , a company revolutionizing the way financial institutions work. They’re looking for a Senior Revenue Operations Manager to help them scale smarter, faster, and more strategically. This is a high-impact, hands-on role where you’ll own the strategy, systems, and processes that align Marketing, Sales, and Client Success across the entire customer journey. If you thrive in ambiguity, love turning complexity into clarity, and are passionate about building the operational foundation for hyper-growth, this role is for you. You’ll architect scalable GTM systems, transform data into insights, and partner with leadership to accelerate revenue growth. What You’ll Do: Build & Optimize the Revenue Engine: Design, implement, and continuously improve scalable GTM processes across Sales, Marketing, and Client Success. Partner with leaders to design sales processes, define territories, set quotas, and create commission plans that motivate and drive performance. Break down silos, align teams, and ensure a frictionless customer journey. Lead with Data: Own forecasting, pipeline reporting, and conversion analysis — turning data into actionable strategies. Build dashboards and reporting frameworks to track KPIs, client ROI, and product adoption. Surface trends and insights that help the business make smarter, faster decisions. Identify bottlenecks, design solutions, and roll out automation that boosts efficiency and scalability. Create process maps and documentation so the GTM playbook is crystal clear. Own the Tech Stack: Lead the strategy and optimization of GTM systems — including Salesforce (CRM), HubSpot (Marketing Automation), DealHub (CPQ), and Outreach (Outbound Automation). Drive system integrations, manage workflows, and enforce data hygiene for accuracy and consistency. Champion Cross-Functional Collaboration: Act as the connective tissue between Marketing, Sales, Client Success, and Finance. Support investor reporting and strategic planning with data and insights. Who You Are: 6+ years in Revenue Ops, Sales Ops, Marketing Ops, or a related role in a B2B SaaS company Proven success building and scaling GTM processes in high-growth environments Strong analytical skills with proficiency in data analysis and reporting tools (Advanced Excel/Google Sheets and PowerPoint/Slides is essential; SQL is a plus) 4+ years of hands-on experience with Salesforce or HubSpot (bonus if you’re an admin) A proactive, solution-driven mindset with a bias toward execution Comfortable working independently and leading through ambiguity in a fast-paced setting About Posh: Financial institutions, banks and credit unions, are undergoing a seismic shift in how they operate and serve their customers. Posh is at the forefront of that transformation. Since 2018, they’ve harnessed cutting-edge AI to help financial institutions work smarter and serve better. Their products power millions of interactions monthly across 100+ institutions. Posh builds AI assistants for both customer-facing and internal use cases, all within a tightly integrated ecosystem. With a laser focus on financial services, they’re creating specialized, high-impact solutions where generic platforms fall short. What They Offer: Competitive salary and equity Award-winning, high-impact products backed by $45M+ in top-tier fintech funding Remote-first team with optional co-working in Boston and NYC Free lunches at Boston HQ on Tuesdays & Wednesdays Unlimited PTO and flexible work schedules Health, dental, and vision insurance Paid parental leave Dedicated budget and time for personal/professional development Team on-sites and off-sites to build bonds and drive innovation The opportunity to shape the intelligence behind the next generation of AI-powered financial tools Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionManagement and Manufacturing IndustriesTechnology, Information and Internet Referrals increase your chances of interviewing at Caddie AI (formerly Bahia) by 2x Get notified about new Senior Operations Manager jobs in
Boston, MA . Boston, MA $100,000.00-$150,000.00 1 month ago North Andover, MA $121,500.00-$200,900.00 2 weeks ago North Andover, MA $121,500.00-$200,900.00 1 week ago North Andover, MA $121,500.00-$200,900.00 6 days ago Senior Operations Manager- Retail Encore Boston Harbor Boston, MA $62,905.00-$104,650.00 6 days ago Westford, MA $127,300.00-$254,700.00 2 weeks ago Senior Manager, Support Operations & ExcellenceHead of Restaurant Operations – East Coast Andover, MA $121,040.00-$196,690.00 4 days ago Senior Operations Manager (Relocation Required)Deputy Chief of Staff - Operations & Supply Chain Needham, MA $130,000.00-$145,000.00 3 days ago Strategic Operations Relationship Manager Canton, MA $70,000.00-$90,000.00 1 week ago Brockton, MA $140,000.00-$170,000.00 3 weeks ago Boston, MA $60,000.00-$65,000.00 1 month ago Brockton, MA $140,000.00-$170,000.00 1 day ago Randolph, MA $110,000.00-$140,000.00 3 weeks ago Canton, MA $90,000.00-$100,000.00 1 day ago Boston, MA $141,300.00-$160,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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