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 revamp of sales reporting and technology.
Role type
SVP, Sales and Revenue Operations Technology (Private Wealth)
Builds
Next-gen CRM systems, AI-powered meeting intelligence, and unified sales reporting dashboards for sales professionals and leadership.
Domain
Private Wealth / Financial Services / Sales Technology
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Enterprise CRM strategy and configuration, AI conversation intelligence implementation, end-to-end sales reporting architecture, legacy system migration management, stakeholder coordination, technical specification writing, data pipeline design, agile project leadership.
Preferred skills
Experience in sales technology, revenue operations, business analytics, data visualization tools, cloud data warehouses.
Technologies
Enterprise CRM platforms, AI meeting intelligence tools, BI tools, cloud data warehouse tools, agile methodologies.
Responsibilities
Define and deliver CRM roadmap including data models, workflows, and integrations; Lead implementation of AI-powered client conversation capture and adoption; Rebuild sales reporting from ground up with accurate data flows; 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 oversight