Zearch
Head of Revenue Operations - PE Backed Fintech/SaaS Business
A leading global B2B Fintech firm is seeking a Head of Revenue Operations to drive the modernization of its CRM ecosystem, build scalable analytics capabilities, and enable predictable, sustainable revenue growth.
Reporting directly to the Chief Revenue Officer , this role is a key member of the senior leadership team. The Head of/VP of Revenue Operations will own CRM strategy, forecasting, pipeline management, and revenue analytics, while building and scaling a high‑performing Revenue Operations function.
This role requires a hands‑on, strategic leader who thrives in a complex, multi‑product environment and has a proven track record of driving growth and operational efficiency in fast‑scaling organizations.
Key Responsibilities
- Lead the cleanup and transformation of Salesforce across multiple merged business entities, including account hierarchies, data governance, and reporting frameworks.
- Design and oversee a scalable analytics engine to support data‑driven decision‑making, including pipeline management, forecasting, sensitivity analysis, and revenue reporting.
- Partner closely with Sales leadership to optimize processes around territory alignment, quota setting, commission planning, and deal governance .
- Develop accurate bookings and revenue forecasts in collaboration with Finance, supporting budgeting, quarterly business reviews, and long‑term strategic planning.
- Collaborate cross‑functionally to support revenue growth initiatives, using analytics to identify expansion, cross‑sell, and client success opportunities.
- Build and lead the Revenue Operations team , initially managing a small core team and scaling as the business grows.
- Own and enhance Salesforce adoption and effectiveness, ensuring clean data, improved reporting, and automation of manual processes; evaluate and implement complementary tools as needed.
- Act as a key bridge between Sales, Finance, and executive leadership , ensuring alignment on growth priorities and revenue execution.
Qualifications
- Bachelor’s degree in Business, Finance, or a related field; MBA preferred .
- 10+ years of Revenue Operations leadership experience within B2B SaaS, fintech, or technology‑driven environments , supporting complex sales models (subscription, usage‑based, or hybrid).
- Deep, hands‑on expertise with Salesforce , including CRM cleanup, modernization, and account structure design.
- Demonstrated success driving growth and operational efficiency in private equity‑backed, high‑growth, or transformation environments .
- Strong analytical background with experience building dashboards, forecasting models, and metrics‑driven strategies.
- Proven people leader with the ability to influence senior stakeholders across Sales, Finance, and Operations.
- Experience optimizing sales processes, territory models, quotas, and compensation structures.
- Excellent communication skills with the ability to operate at both strategic and executional levels.
- Exposure to both SaaS and volume‑driven revenue streams is highly desirable.
- Willingness to work East Coast hours to collaborate with global teams across India and APAC.
What’s on Offer
- Robust health and wellness benefits
- Generous paid time off and flexible working arrangements
- Ongoing learning and development opportunities
- Competitive compensation, retirement planning, and financial wellness programs
- Family‑friendly benefits and support programs
- Additional perks such as employee discounts and referral incentives
Seniority level
- Executive
Employment type
- Full‑time
Job function
- Sales, Business Development, and Information Technology
Industries
- Financial Services, Technology, Information and Media, and Software Development