Who We Are

Overflow is a Series C, growth-stage technology company on a bold mission: to inspire the world to give. We’re a vertical fintech and SaaS platform unlocking more ways to give — cash, stock, crypto, and beyond — through a beautifully designed ecosystem built for high-impact churches, nonprofits, and mission-driven institutions.

Backed by Uncork Capital, Craft Ventures, Salesforce Ventures, R7, and WIF (one of the largest lenders to faith and philanthropic organizations in the country), we’re building the infrastructure that makes generosity frictionless at scale.

Our Founding Principles

Overflow was founded on the belief that generosity transforms people and communities. Inspired by Proverbs 11:24 — “The world of the generous gets larger and larger”, we operate with integrity, stewardship, service, and excellence.

How We Work

Overflow operates with a flexible work model. While there is no company-wide in‑office requirement, some teams may establish in‑person collaboration rhythms based on their function, goals, and team needs.

We maintain offices in Los Gatos, CA and Birmingham, AL for team collaboration, coworking, meetings, and intentional in‑person connection. Candidates should be comfortable participating in occasional in‑person gatherings or team‑specific onsite expectations, depending on their role and department.

About the Role

We’re building our GTM engine from the ground up — and this role sits at the center of it. As our first Revenue Operations Manager, you’ll own the systems, processes, and data infrastructure that connect Sales, Customer Success, Marketing, and Finance into one coherent revenue machine.

This is a builder role . The foundation needs work — pipeline hygiene, process documentation, attribution rules, handoff playbooks — and you’ll be the person who designs and instruments it. You’ll work with GTM leadership to define how things should work, then build the systems and reporting that make sure they actually do. If you’re energized by blank‑slate problems and take ownership over outcomes (not just tasks), this is your seat.

What You’ll Own

GTM Systems Architecture

Own HubSpot end-to-end — lifecycle stages, deal structures, custom objects, attribution models, and integrations
Design and maintain the full GTM tech stack (HubSpot, Monday.com, Make, and connected Finance tools) as a coherent system, not a collection of tools
Evaluate, onboard, and sunset tools as the company’s needs evolve

Pipeline Integrity & Reporting

Build and enforce pipeline data standards so leadership can trust what they see in reports
Build dashboards and recurring reports that track performance against targets set by leadership — pipeline health, conversion rates, renewal risk, expansion signals
Surface data and commentary that helps leaders and managers make informed decisions; own the system, not the strategy

Sales Enablement & Rules of Engagement

Work with Sales leadership to define lead attribution policies, deal ownership rules, and rules of engagement — then instrument them in HubSpot so they’re enforced systematically
Design commission tracking infrastructure so managers have clean data to make crediting decisions; individual disputes are handled by managers, with your data as the source of truth
Build the outbound motion’s operational backbone: lead routing, call disposition workflows, sequence tracking, and BDR performance dashboards
Co‑create and maintain the GTM playbook with leadership — templates, sequences, follow‑up SLAs, and escalation paths — and build reporting to monitor whether it’s being followed

Cross‑Functional Process Alignment

Partner with Sales and CS leadership to design clean handoff processes — define what “done” looks like at every transition, document it, and build reporting to monitor execution
Support GTM alignment by providing accurate, timely data and operational commentary; process exceptions and conflicts are owned by the relevant managers
Be the system‑of‑record keeper across GTM tools so every team is working from the same data

Automation & Process Design

Identify manual, error‑prone workflows and replace them with reliable automations (Make, HubSpot workflows, Monday.com)
Build lead scoring, follow‑up workflows, and re‑engagement triggers so no opportunity falls through the cracks
Document processes so they scale beyond any one person

Who You Are

You’ve built RevOps infrastructure before — not just maintained it — and you have the scars to prove it
You understand that RevOps is a revenue function, not an IT function — your north star is pipeline and retention, not tool utilization
You know the difference between owning the system and owning the outcome — you design the process with leadership, build the reporting to monitor it, and provide data when something goes wrong; you don’t try to resolve what’s not yours to resolve
You don’t wait to be told what to fix — you find it, prioritize it, and bring a solution
You’re comfortable with ambiguity and can make good decisions with incomplete information
You think in systems — when you fix one thing, you’re thinking about what it breaks or enables downstream

What You Bring

3-6 years in Revenue Operations, Sales Operations, or a closely related function at a B2B SaaS company
Deep HubSpot expertise — custom objects, workflows, deal pipelines, reporting, and integrations
Experience building reporting and dashboards that track GTM performance against leadership‑set targets
Familiarity with outbound sales infrastructure — BDR tooling, sequencing, call tracking, and commission tracking logic
Proficiency with automation platforms (Make / Zapier) and project tools (Monday.com or equivalent)
Strong analytical skills — comfortable in Google Sheets / Excel, and able to build reports that non‑technical stakeholders can actually use

Nice to have

Experience building a RevOps function from scratch or during a period of rapid GTM growth
Exposure to outbound motion design and BDR program buildout
Familiarity with event‑driven or field marketing workflows

Our Compensation Philosophy

Overflow’s compensation philosophy is rooted in Carta Total Compensation benchmarks, ensuring pay that is competitive by role, geography, and function. Actual compensation may vary based on factors including job‑related skills, experience, interview performance, and market data.

Total compensation may also include equity, performance‑based bonuses (for eligible roles), and a comprehensive benefits package. As a Series B company, we believe equity is a meaningful part of building long‑term ownership—when Overflow wins, our team should share in that upside.

Benefits & Perks

Overflow offers a thoughtful benefits package designed to support your well‑being, growth, and life outside of work, including:

Competitive base salary with equity and commission eligibility
Medical, dental, and vision coverage for employees and dependents
Generous paid time off and company holidays
Paid parental leave
401(k) retirement plan
Dedicated mental health and therapy stipend to support personal well‑being
Team retreats and intentional in‑person gatherings throughout the year

Overflow is proud to be an equal opportunity employer and is committed to building a diverse and inclusive team.

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