Head of Revenue Strategy

Selby Jennings; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation

Bonus potential

Comprehensive benefits package

Job summary

RevOps Careers in New York is seeking a Head of Revenue Strategy to lead and scale the revenue operations infrastructure across sales, relationship management, partnerships, business development, and marketing.

You will own forecasting, pipeline reporting, CRM strategy, and cross-functional alignment to drive growth and productivity. This director-level role requires 8+ years in revenue operations or related fields and a proven ability to build scalable processes.

Qualifications

• 8+ years in Revenue Operations, Sales Operations or Commercial Operations.
• Experience building scalable operational infrastructure for growing organizations.
• Proven success with forecasting, pipeline management and CRM strategy.
• Experience in wealth management, fintech, or financial services is a plus.
• Ability to influence cross-functional stakeholders at strategic and tactical levels.

Responsibilities

• Lead and develop the Revenue Operations function across multiple commercial teams.
• Own forecasting, pipeline reporting and CRM strategy to drive growth.
• Partner with commercial leadership and implement automation/AI-driven tools.
• Shape and optimize territory planning and quota design in collaboration with leaders.

Skills

Revenue Operations

Forecasting

Pipeline Management

Territory Planning

Quota Setting

Compensation Programs

CRM Strategy

Automation & AI Tools

Cross-functional Influence

Education

Bachelor’s degree or equivalent experience

Tools

HubSpot

Job description

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

A Director-level role owning the revenue operations function, with forecasting, CRM and automation at its core, across the whole commercial organization.

Shape of the role: leans execution; leans build / define.

Core capabilities: Revenue operations function leadership, forecasting and pipeline reporting and CRM strategy and expertise.

Tagged as: Forecasting, HubSpot, Pipeline Management, Quota Setting, Territory Planning