Role Overview
The Head of Revenue Strategy will lead and scale the infrastructure supporting a growing commercial organization across Sales, Relationship Management, Partnerships, Business Development, and Marketing.
What You Will Do
Key responsibilities include leading and developing the Revenue Operations function, partnering with commercial leadership, owning forecasting and pipeline reporting, and managing CRM strategy.
Why It Might Be a Fit
The ideal candidate will have 8+ years of experience in Revenue Operations, Sales Operations, or Commercial Operations, with a proven success in building scalable operational infrastructure for growing commercial organizations.
Requirements
- Bachelor’s degree or equivalent experience
- 8+ years of experience in Revenue Operations, Sales Operations, or Commercial Operations
- Prior experience within wealth management, fintech, financial services, or adjacent markets
- Proven success building scalable operational infrastructure for growing commercial organizations
- Experience with territory planning, quota design, compensation programs, forecasting, and pipeline management
- Strong CRM expertise; HubSpot experience preferred
- Experience implementing automation and AI-driven tools to improve productivity
- Ability to influence cross-functional stakeholders and operate effectively at both strategic and tactical levels
Benefits
- Competitive compensation
- Bonus potential
- Comprehensive benefits package
To apply for this job please visit linkedin.com.

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