About Sherpas
Financial advice is stuck in 1995. Advisors spend hours building static plans in clunky software, then watch them go stale the moment markets move or a client's life changes.
We're building AI coworkers that do the work advisors shouldn't have to do. Our digital coworkers generate financial planning metrics in real-time, handle client communication, and keep plans current, so advisors can focus on actual advice, not data entry.
This isn't automation. It's a fundamental shift in how wealth management operates: from advisors as operators to advisors as strategic partners, backed by AI that never stops working.
We are looking for a Revenue Operations profile based in Spain (hybrid: office + remote) to build and run our go-to-market engine.
This is a hands-on role at the intersection of GTM, sales enablement, and operations.
You won’t be closing deals — you’ll make sure sales executives have the right system, data, and materials to close faster and better.
What you’ll do
Design, operate, and continuously improve the full GTM system: funnel, stages, handoffs, and metrics
Own and manage our CRM and revenue infrastructure (HubSpot)
Create, update, and maintain high-quality sales materials for sales executives (decks, one-pagers, messaging, internal playbooks)
Ensure sales always works with accurate, consistent, and up-to-date content
Provide clean pipelines, dashboards, and prioritization to the sales team
Work closely with sales and founders to turn GTM strategy into execution
You’ll be a great fit if you
Have experience in Revenue Ops / Sales Ops / GTM Ops in B2B SaaS
Have built or operated GTM systems end-to-end
Have exceptional attention to detail and genuinely care about quality and consistency
Are comfortable working with high standards and a strong sense of ownership
Speak fluent English (daily interaction with the US market)
Nice to have
Experience in early-stage or scaling SaaS companies
Strong HubSpot experience
Exposure to AI-driven products or AI-driven GTM motions
This is not a passive reporting role.
It’s a role for someone who enjoys building clean systems, polished materials, and reliable processes that sales can trust.
