Mortgage Automator is on a mission to revolutionize the lending industry by providing a comprehensive, end-to-end platform that eliminates the manual bottlenecks of private lending. Our innovative software empowers lenders to streamline their entire pipeline from origination and underwriting to automated servicing and investor reporting, so they can focus on scaling their business with confidence. As one of the fastest-growing FinTech companies in North America, Mortgage Automator is customer-centric, ambitious, and deeply rooted in the lending community.

We are building the "operating system" for private lenders, fostering a culture of ownership, high-speed execution, and decentralized decision-making. This role is the strategic thought leader for Revenue Operations at Mortgage Automator.

It goes beyond configuring HubSpot: the mandate is to proactively surface where the funnel is leaking, build the systems that make revenue predictable and repeatable, and bring a strong, data-backed point of view to how we grow. You'll build a consolidated view of the business, rooted in our history and tested against forward-looking hypotheses, and use it to align Sales, Customer Success, and Marketing around one version of the truth. You'll also be expected to use AI tools to push both the customer experience and the team's own productivity forward, not just automate what already exists.

You bring a point of view and defend it, but you update it when the data changes your mind You're comfortable being the person who tells Sales, Marketing, or CS leadership something they don't want to hear, backed by data You build for scale, not just for the next fire Strong cross-functional stakeholder management across Sales, Marketing, Customer Success, and Finance ~ Experience presenting to and partnering with a board or executive leadership team on revenue performance and forecasting ~ Deep comfort with CRM systems (HubSpot preferred)



and the data architecture behind them, but you think in systems and outcomes, not just fields and workflows ~ A genuinely opinionated approach to data: you don't just report what happened, you tell people what it means and what to do about it Take end-to-end ownership of the revenue funnel across Marketing, Sales, and Customer Success, from lead creation through renewal and expansion Build and maintain a consolidated, opinionated view of the business that blends historical performance with forward-looking hypotheses Own forecasting, pipeline management, and revenue performance reporting across the full funnel Establish the operating rhythms and governance (weekly, monthly, quarterly reporting cadences) that give leadership and the board a predictable read on the business Partner directly with the Revenue Leadership Team and executive team on board reporting, re-forecasts, and business reviews Drive Data Strategy and Governance; Set the standards for what data matters, how it's defined, and who owns keeping it clean across HubSpot and other systems CRM vs. Push for proactive, not reactive, data quality: fewer dashboards nobody trusts, more definitions everyone agrees on Use AI to Improve the Customer and Team Experience; Identify where AI can improve the customer experience, deal execution, or team productivity, and build or oversee those tools Surface insights and recommendations directly to Sales, Customer Success, and Marketing leadership, not just report numbers back to them Act as a trusted partner to the executive team and board on revenue strategy, planning, and performance ~ 60% Office, 40% Work From Home.

Comprehensive Time Off: Competitive paid vacation to unplug and recharge throughout the year Dedicated personal leave supporting total well-being, including physical recovery or mental health Versatile schedule blending collaborative office time with remote work Continuous professional development with internal training and learning opportunities

📌 Business Administrator (Work from home) (Toronto)
🏢 Mortgage Automator
📍 Toronto