Head of Revenue Strategy

Selby Jennings; New York (NY); Híbrido; USD 175.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Bonus potential

Comprehensive benefits package

Descripción de la vacante

Selby Jennings is seeking a Head of Revenue Strategy based in New York to lead and scale the RevOps function across Sales, Marketing, and Finance. You will shape forecasting, territory design, compensation design, and CRM strategy, with a hands-on role in building a high-performance RevOps team.

The role drives go-to-market execution and data-driven decision making in a fast-growing fintech environment, reporting to the CCO and collaborating with executives to align processes and systems.

Formación

• Bachelor's degree or equivalent experience.
• 8+ years in Revenue Operations, Sales Operations, or Commercial Operations.
• Experience in wealth management, fintech or financial services.
• Proven ability to build scalable operational infrastructure.

Responsabilidades

• Lead and develop Revenue Operations including team growth, systems, and automation initiatives.
• Partner with commercial leadership on territory design, quota setting, compensation plans, and coverage models.
• Own forecasting, pipeline reporting, KPI tracking, and business review processes.
• Manage CRM strategy, architecture, data integrity, and user adoption (HubSpot experience preferred).
• Create and maintain sales enablement materials, onboarding programs, and operational playbooks.
• Evaluate and implement technology solutions, including AI-enabled sales tools.
• Align Sales, Marketing, Finance, Product, and Data teams around shared definitions, reporting, and go-to-market processes.
• Support executive leadership with planning, execution, accountability, and strategic initiatives.

Conocimientos

Revenue Ops

Forecasting

CRM HubSpot

Cross-functional

Territory design

Quota design

AI tools

Educación

Bachelor's degree

Herramientas

HubSpot

Descripción del empleo

Head of Revenue Strategy (PR/618148) New York, New York

Salary: USD175000 - USD200000 per year

About Our Client

Our client is a rapidly growing fintech serving the wealth management and RIA space. Their platform helps financial advisors deepen client relationships through cash management and lending solutions, enabling advisors to better compete with traditional banks and wirehouses. Backed by strong growth and significant market adoption, the company is entering its next phase of scale as a standalone, investor-backed business.

The Opportunity

Our client is seeking a Head of Revenue Operations to lead and scale the infrastructure supporting a growing commercial organization across Sales, Relationship Management, Partnerships, Business Development, and Marketing.

Reporting directly to the Chief Commercial Officer, this individual will serve as both a strategic partner and operational leader, helping drive go-to-market execution, forecasting, territory planning, compensation design, onboarding, CRM strategy, reporting, and process optimization. The role will also oversee a small RevOps team and play a key role in supporting the organization's continued growth.

Key Responsibilities

• Lead and develop the Revenue Operations function, including team growth, systems, and automation initiatives
• Partner with commercial leadership on territory design, quota setting, compensation plans, and coverage models
• Own forecasting, pipeline reporting, KPI tracking, and business review processes
• Manage CRM strategy, architecture, data integrity, and user adoption (HubSpot experience preferred)
• Create and maintain sales enablement materials, onboarding programs, and operational playbooks
• Evaluate and implement technology solutions, including AI-enabled sales tools
• Align Sales, Marketing, Finance, Product, and Data teams around shared definitions, reporting, and go-to-market processes
• Support executive leadership with planning, execution, accountability, and strategic initiatives

Qualifications

• 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
• Experience in high-growth, private equity-backed, or scaling organizations is a plus

Additional Information

• Based in New York City with a hybrid schedule (3 days in office)
• Opportunity to join a rapidly growing organization at a pivotal stage of expansion
• Competitive compensation, bonus potential, and comprehensive benefits package