Zearch
Head of Revenue Operations - PE Backed Fintech/SaaS Business
Zearch, Boston, Massachusetts, us, 02298
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr