Finalis
As a Senior Revenue Operations Architect at Finalis, you will serve as the primary technical owner driving data-driven revenue growth strategies across sales, marketing, and customer success. You will architect and maintain the end-to-end GTM tech stack, focusing on Salesforce and HubSpot, while translating complex business requirements into scalable system designs and analytical narratives. This role involves proactively identifying infrastructure gaps, leading cross-functional initiatives, and acting as a trusted partner to executive leadership.
Headquarters
San Francisco, California, United States
Company Size
51-200 employees
Founded
2020
Finalis is a FINRA-registered broker-dealer and regulatory home for 920+ independent investment bankers across 450+ firms in 30+ countries. The company provides regulatory affiliation, compliance infrastructure, and FINRA sponsorship to M&A advisors, boutique investment banks, placement agents, and foreign firms seeking a US chaperoning broker-dealer. Finalis also offers a private deal network, data room, and back-office support to help members source co-advisory opportunities and manage transactions within a shared supervisory framework.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Finalis.
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