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.

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.

• 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

• 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

• 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

Apply now! Interviews start the week of 11/9/2026