Head of Revenue Operations at DriveWealth
About the Role
We are seeking a strategic and data-driven Head of Revenue Operations to lead and scale our go-to-market operations across Sales, Marketing, Customer Success, and Partnerships. This individual will be responsible for building the operational foundation that drives revenue growth, improves forecasting accuracy, streamlines processes, and enables cross-functional alignment across the customer lifecycle.
The ideal candidate combines strong analytical and systems expertise with exceptional business partnership skills and a deep understanding of revenue strategy in a high growth environment.
What You’ll Do
Develop and execute the company’s Revenue Operations strategy to support scalable growth and operational excellence.
Partner closely with Sales, Marketing, and Customer Success, Finance, and Executive Leadership to align revenue goals, KPIs, and reporting
Pricing for core products and new releasing
Own and optimize the GTM tech stack, including CRM systems, sales engagement tools, forecasting platforms, and analytics solutions
Lead forecasting, pipeline management, territory planning, quota design, and revenue reporting processes
Support strategic planning initiatives, including annual planning, capacity building, and headcount analysis
Build and maintain dashboards, and performance metrics that provide actionable insights to leadership
Drive operational rigor across the customer lifecycle, from lead generation through renewal and expansion
Establish data governance standards and ensure accuracy and integrity across systems and reporting
You Bring
10+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related GTM leadership role
Background supporting enterprise sales organizations and complex revenue models
Proven experience supporting high-growth organizations, with technology, fintech, Saas, or financial services environments
Strong expertise with GTM AND CRM platforms such as Salesforce, Hubspot or similar tools
Experience with forecasting, pipeline analytics, compensation planning, and operational reporting
Demonstrated ability to lead change management initiatives and drive adoption of new processes, systems, and operational frameworks across functional teams
Advanced analytical and problem-s solving skills with the ability to data into strong recommendations
Familiarity within financial services, broker dealer, or regulated markets
Location
This role is open to candidates in the following locations:
New York, NY - Hybrid
This role is expected to come into the office on a cadence set by the Hiring Manager/Team.
If you're not based in one of the locations listed above, this role is not a fit, and we cannot accommodate remote work outside these locations.
Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.
Pay Range: $320,000 USD – $340,000 USD
