RevOps Engineer

About This Role

About Us

Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger\-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place.

Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18\.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge?

The Opportunity

As the first RevOps \& Lifecycle Marketing Manager at Gridline, you will architect the intelligence and automation layer behind our go\-to\-market engine. This is not a traditional lifecycle marketing role; we are looking for someone who understands that modern GTM is becoming increasingly AI\-driven, data\-centric, and systems\-oriented. You will sit at the intersection of revenue operations, marketing automation, data infrastructure, and AI\-powered growth.

Your mission is to help Gridline build a scalable GTM operating system that can intelligently orchestrate customer journeys, automate engagement, surface insights, and continuously optimize itself as the business grows. You will own the systems, workflows, and data architecture that power how we acquire, nurture, convert, and expand relationships across RIAs, family offices, private banks, and asset managers. This role is ideal for someone who thinks like a builder, operates like an engineer, and uses AI as a force multiplier.

This is an amazing opportunity to join Gridline at this inflection point and make a real impact.

In this role you will...

• Build an AI\-Native GTM Engine: Design and manage the automation infrastructure that powers Gridline’s customer acquisition and lifecycle engagement strategies including intelligent workflows, behavioral segmentation, lead scoring models, and AI\-assisted outreach systems directly within HubSpot and adjacent tooling.
• Operationalize Data into Revenue Intelligence: Transform fragmented CRM, marketing, product usage, and engagement data into actionable insights including building the systems that allow Gridline to understand buyer intent, campaign performance, pipeline health, and customer behavior at scale.
• Architect Lifecycle Automation: Develop end\-to\-end lifecycle programs across onboarding, nurture, expansion, retention, and re\-engagement including createing adaptive journeys that evolve based on user behavior, firmographics, engagement signals, and product interactions.
• Deploy AI Across Marketing Operations: Leverage AI tooling across content generation, campaign optimization, lead enrichment, workflow automation, reporting, and personalization.
• Build the GTM Systems Layer: Own CRM architecture, lead routing, attribution logic, integrations, enrichment workflows, and marketing operations infrastructure to ensure data quality, system interoperability, and operational scalability across the organization.
• Optimize Funnel Performance: Run continuous experimentation across messaging, segmentation, campaigns, and conversion paths using AI\-assisted analytics and testing to identify bottlenecks and improve pipeline velocity.
• Partner Cross\-Functionally: Act as the connective tissue between Marketing, Sales, Product, and Operations.
• Build Reporting \& Forecasting Infrastructure: Develop dashboards, attribution models, forecasting frameworks, and executive reporting systems that provide visibility into growth performance and operational health.

You have...

• Experience: At least 4 years in RevOps, Marketing Operations, Growth Operations, or CRM Management with experience building sophisticated automation systems in B2B SaaS environments (Fintech is ideal but not required).
• Hard Skills: Mastery of AI platforms (Anthropic/Claude, Gemini, etc.), CRM platforms (ideally HubSpot), and workflow logic (integrations, tooling, APIs, attribution systems etc.).
• Prior Marketing Experience: Experience with Lifecycle Marketing is ideal.
• Education: Ideally a bachelor's or equivalent in related field.
• Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote).

• Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training.
• This salary range is one component of our total rewards package.

We offer...

• Impact: The opportunity to join a Series A fintech at an high\-growth inflection point.
• Mission\-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer.
• Elite Collaboration: A tight\-knit team of experienced operators and builders who are passionate about scaling startups.
• Ownership: A high\-autonomy environment where you are encouraged to take ownership and solve complex problems.
• Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage.

• Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law.*

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.