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RevOps & CRM Lead at Vestd. 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.. The role. . We are looking for individuals who are not only passionate about our mission but also comfortable and confident using cutting-edge technologies and AI tools to streamline processes, drive innovation, and contribute to the growth of Vestd.. The primary responsibilities of this role. We cannot provide an exhaustive list of duties; additional duties will arise, but the following will be core elements 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.. 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. Company Location: India.