Sales and Revenue Operations Technology, SVP - Private Wealth
Core
Lead Sales and Revenue Operations Technology for Private Wealth, owning CRM strategy, AI-driven client conversation intelligence, and end-to-end sales reporting revamp.
Role type
SVP, hands-on IC Sales Operations Technology
Builds
Modernized CRM systems, AI meeting intelligence tools, and unified sales reporting dashboards for the Private Wealth sales organization
Domain
Private Wealth / Financial Services / Sales Technology
Required skills
Enterprise CRM strategy and configuration, AI conversation intelligence implementation, end-to-end sales reporting architecture, legacy system migration management, stakeholder coordination, data governance, Agile methodologies, BI tools, cloud data warehouses
Preferred skills
Finance or Business Analytics background, experience in alternative asset management, deep technical hands-on capability
Technologies
CRM platforms, AI meeting intelligence tools, BI tools, cloud data warehouses
Responsibilities
Define and deliver CRM roadmap including data models, workflows, and automation; Lead implementation of AI-powered client conversation capture; Rebuild sales reporting definitions, pipelines, and dashboards; Manage BAU delivery and execute migration of legacy sales stack; Translate business needs into technical specs and drive engineering execution; Coordinate across Sales, Marketing, Operations, and Data teams; Establish data quality standards and governance processes
Seniority
SVP, hands-on IC with strategic scope