RevOps & CRM Lead

Role: RevOps & CRM Lead

Location: Remote working (India)
We are currently a remote-first business, but hybrid working may be an option in the future.

Salary: 25-40 LPA depending on experience, plus generous ESOPs

Hours: Full-Time (working UK hours - IST 2.30pm - 11pm)

Please note

All communication regarding your application should go through the official application channels or our company careers page. Contacting Vestd employees via email, personal social media, or other informal routes is not appropriate. We also have a zero-tolerance approach to any form of harassment or abuse directed at our team. Candidates who do not respect these boundaries may be disqualified from the recruitment process and, in serious cases, barred from applying in future.

About Vestd

Vestd is a leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more.

Our regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent. Our powerful software also helps investors, and founders seeking investment.

Vestd was founded by Ifty Nasir, who lives and breathes our mission. Vestd’s big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030. We are all about inclusion and fairness for our customers and our team.

Vestd is also a B Corp-certified company, which means we’re committed to balancing profit with purpose. We care about our people, our customers, and the wider world – and we hold ourselves to the highest social and environmental standards.

If you’d like to learn more about Vestd, check out this short video from our founder, Ifty.

Equality, diversity and inclusion (EDI) at Vestd

At Vestd, we prioritise equality, diversity, and inclusion, so we write about it here rather than at the end of the job advertisement. We’re committed to building a respectful, inclusive, and diverse team. Trust is one of our core values; with that comes a commitment to fairness and transparency. We want to be open about our EDI efforts.

Research shows that while men are likely to apply when they meet 60% of a job’s requirements, women and individuals from underrepresented groups often apply only when they meet every criterion.

We understand the value of transferable skills and the unique perspectives that diversity brings. That’s why we encourage applications from candidates with unique strengths and experiences.

If you need any adjustments or support with your application, please let us know in your application or throughout the process.

Requirements

The role

We are looking for a highly capable, hands-on RevOps & CRM Lead to own and optimise the systems, data, and processes that power our revenue engine. This role sits at the intersection of Sales, Marketing, Partnerships, and Customer Success and is critical to driving clarity, efficiency, and predictability across our go-to-market operations.

As a growing SaaS business, we need someone who can combine technical CRM (Hubspot) expertise with a strong understanding of revenue processes and commercial metrics. You will take ownership of our CRM and wider GTM tooling, ensure data integrity, design scalable workflows, and deliver actionable insights that help teams perform at their best.

The primary responsibilities of this role

Revenue Systems & Automation

• Own and optimise CRM (HubSpot) architecture, including lifecycle stages, pipelines (New / Renewal / Expansion), and core field governance.
• Review and build upon automation across the funnel (lead routing, scoring, workflows, lead identification & enrichment).
• Integrate GTM tools (Sales engagement, CS tools, billing, analytics).
• Ensure all systems are being leveraged to achieve maximum value.

Data, Reporting & Insights

• Work closely with Analytics to inform the building of dashboards for Business Units and the Revenue team.
• Ensure high data hygiene and standardised definitions across teams.
• Create forecasting models and pipeline analytics for leadership.

GTM Process Design

• Map and optimise end-to-end revenue processes for the entire lifecycle.
• Lead, close, onboarding, renewal, expansion.
• Implement SLAs, handovers, qualification frameworks.
• Drive consistency across BUs and reduce operational friction.

Cross-Functional Enablement

• Collaborate with the broader Revenue team and the Business Units to understand needs.
• Provide insights, tooling, and workflows that improve performance.
• Partner with Product/Engineering on integrations and data flows.

This is not an exhaustive list of duties; additional duties will arise as the role evolves.

Essential elements for this role

These are the skills and qualifications we consider essential for this role:

• 4-7+ years RevOps or GTM systems experience.
• Strong CRM administration + automation skills with deep Hubspot expertise.
• Able to build AI automation workflows (via n8n / other).
• Deep understanding of SaaS funnel metrics and revenue modelling.
• Knowledge of using and connecting attribution tools (e.g. Dreamdata).
• Experience with BI tools (Looker, Tableau, PowerBI, HubSpot Reports).
• Ability to translate business needs into repeatable technical solutions.
• Ability to work across and influence diverse teams.
• An ability to communicate well in English, both verbally and in writing
• You must be comfortable with working in a fully remote environment

Nice to have

These will help you stand out from the pack:

• Experience in equity management, financial SaaS, or compliance-heavy domains.
• Familiarity with share schemes.
• Experience working in a multi-national environment.

Culture fit

What makes Vestd folk collaborative, adaptable, and eager to grow?

• Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm
• Adaptable - open to taking on responsibilities beyond the defined role as needed
• Passionate about contributing to a culture of innovation, collaboration, and continuous improvement
• Embraces technology to improve processes and drive efficiency

Benefits

What you can expect

Our culture is our backbone (BreatheHR named us one of the ‘Top 3 Companies in the UK for Company Culture’), and we take team happiness seriously.

Vestd strives to be as principled as possible. We’re all about Goal 8 of the United Nations ‘Sustainable Development Goals. This goal is about ‘Decent work and economic growth,’ and we consider it both with our external activities and internal workings.

We’ll do everything we can to help you grow in your role. In return, you’ll want to learn all about our industry and do all you can to help us continue leading it.

Vestd is remote-first, so in return for your commitment, diligence, and productivity, you’ll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers’ schedules), but we are committed to offering flexibility where possible.

Happy employees make for happy customers, as demonstrated in our five-star reviews. Vestd’s excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50. See more about our awards here.

This could be the perfect opportunity if you’re an autonomous, self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive, close-knit team.

Why work at Vestd?

Vestd is a great place to work. Don’t just take our word for it - take a look at the award-winning suite of benefits that you can look forward to as one of our folk:

• This job is remote-first, although attendance is required twice yearly at our in-person get-togethers

• A flexible environment to help you achieve the best work/life balance
• An Employee Stock Ownership Plan (ESOP), of course! (After the qualifying period)
• Monthly recognition scheme, where we celebrate our folk
• Support with home working equipment*
• A personal training and development budget to keep your career and professional growth on track
• Private medical insurance (after the qualifying period)
• Team retreats are held twice a year. They can include an overnight stay and focus on fun and team cohesion
• Great team ethos, connect through regular team and company socials
• 25 days annual leave plus one extra day per year of service (up to five days)

We’re looking for somebody with initiative who can focus on the business and their personal growth path. This is a great time to join our team, and it would be a superb role for the right person.

*At Vestd we provide our folk with the hardware and software required to support them in their role. As a remote-first business, we expect anyone applying for a job to have a suitable, quiet working space. You must have an appropriate desk/table and chair, with a reliable internet connection.

Our application process

We are accepting rolling applications for this role with no fixed end date - if you are interested in joining the Vestd folk, please apply when you can. We will respond to every applicant, but we may only screen some candidates depending on the number of applications received. We ask unsuccessful candidates who have been interviewed to wait six months before reapplying.

Our recruitment pipeline has a few stages, giving you plenty of opportunities to learn about Vestd as we take the time to find someone who is the best fit for the role. We aim to complete the selection process as efficiently as possible, and we are committed to making our candidate experience as inclusive as we can, so please get in touch with us if you require any information or support during the application process or need to ask for any adjustments.

A typical selection process might be:

• Apply online
• 20-minute screening call
• 45-minute interview with the hiring manager and team member
• Task-based assignment
• 45-minute team cultural interview
• 30-minute interview with the CEO

We are excited to receive your application.

When a role is filled, we will contact all other applicants to let them know.

This job is based within India. You must be primarily India-based and eligible to work in the country.