Head of Revenue Strategy
Core
Lead and scale the Revenue Operations function to support Sales, Relationship Management, Partnerships, Business Development, and Marketing teams in a wealth management fintech.
Role type
Head of Revenue Operations (strategic leader & operational head)
Builds
Scalable commercial infrastructure, forecasting models, CRM architecture, and sales enablement programs
Domain
Fintech / Wealth Management / Financial Services
Required skills
Revenue Operations leadership, territory planning, quota design, compensation program design, forecasting, pipeline management, CRM strategy, automation implementation, cross-functional alignment
Preferred skills
HubSpot expertise, AI-enabled sales tools experience, wealth management industry background, high-growth/PE-backed organization experience
Technologies
HubSpot, AI-enabled sales tools
Responsibilities
Lead team growth and systems/automation initiatives; Partner on territory design, quota setting, and coverage models; Own forecasting, pipeline reporting, and KPI tracking; Manage CRM strategy, data integrity, and user adoption; Create sales enablement materials and operational playbooks; Align Sales, Marketing, Finance, Product, and Data teams on go-to-market processes
Seniority
Senior, hands-on IC with strategic scope