Head of Revenue Strategy

About the Company: Rapidly growing fintech serving wealth management advisors with cash and lending solutions Industry Financial Services Type Privately HeldAbout the RoleThe Company is seeking a Head of Revenue Strategy to build and lead the operational infrastructure supporting a growing commercial organization. The role will partner with commercial leaders on go-to-market execution, territory planning, quotas, compensation, and coverage models. Responsibilities include owning forecasting, pipeline reporting, KPI tracking, and business reviews; managing CRM strategy and data integrity; and developing sales enablement, onboarding, and operational playbooks. The successful candidate will also lead systems and automation initiatives, align cross-functional teams around shared processes and reporting, and support executive planning and strategic initiatives. Candidates should have a bachelor’s degree or equivalent experience and at least eight years of experience in Revenue Operations, Sales Operations, or Commercial Operations. Relevant experience in wealth management, financial technology, financial services, or adjacent markets is preferred, along with a record of building scalable infrastructure in a growing commercial organization. Strong expertise in territory planning, quota and compensation design, forecasting, pipeline management, and CRM systems is required. The role also calls for experience with automation and AI-enabled tools, and the ability to influence stakeholders while working at both strategic and tactical levels. Hiring Manager Title Chief Commercial Officer FunctionsOperations Sales/Revenue