The opportunity
At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.
What you'll do
Design and optimize top of funnel merchant lifecycle processes: from Marketing touch through Contact creation, Account readiness, and Discovery handoff — with an emphasis on automation, data quality, and clear documentation
Own and define lead routing logic, automation triggers, and lifecycle: dependencies that govern how leads and accounts move through the top of funnel; partner with Business Systems for implementation
Own cross-functional initiatives end to end: managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others
Support attribution tracking and funnel conversion analysis for Marketing,: BDA, and early funnel performance to surface actionable insights
Own workflow automations (e.g., Slack notifications, cross-tool workflows,: process triggers) that improve speed-to-lead and reduce manual work
Collaborate with the Business Systems team to improve Salesforce and adjacent: GTM tooling for lead and account management efficiency; define processes to ensure data integrity at funnel entry
What they're looking for
- Partner with Revenue Enablement to train and support revenue teams on top of: funnel processes and tooling changes
- BA/BS or equivalent 4-year degree required
- + years of revenue operations, sales operations, or marketing operations experience
- Proficiency in Salesforce (experience as an administrator is a plus);: familiarity with marketing automation platforms (e.g., Pardot, HubSpot)
