Overview
A financial technology organization is seeking a Revenue Strategy & Operations team member to support the growth of their customer base and revenue. The team focuses on building platforms, infrastructure, dashboards, insights, enablement, and project management to support the go-to-market organization. This role involves leading cross-functional initiatives that enhance capabilities, processes, and results within the revenue teams.
Responsibilities
- Collaborate cross-functionally with Sales, Relationship Management, Partnerships, and Marketing teams to identify and solve complex challenges.
- Own and drive high-impact initiatives over months or quarters, including defining problems, aligning stakeholders, overseeing implementation, and measuring outcomes.
- Use data to identify opportunities and support decision-making by building dashboards and reports that provide clear visibility into performance, pipeline, and customer behavior.
- Translate ambiguous business questions into structured analyses, partnering with data and analytics teams to generate actionable insights.
- Develop creative solutions leveraging AI and emerging technologies to accelerate workflows, automate processes, and unlock new capabilities.
- Work across multiple data platforms (including Snowflake, Salesforce, and Omni) to integrate disparate data sources and provide a comprehensive view of customer and prospect behavior.
- Build strong relationships with a wide range of stakeholders and deliver impact through collaboration and consensus-building.
Requirements
- Experience leading strategic projects or programs in consulting, Business Operations, Sales or Revenue Operations, Program Management, or related roles.
- Strong ownership mindset with curiosity and first-principles problem-solving approach.
- Exceptional stakeholder management skills, including effective communication, consensus-building, and influencing senior-level stakeholders.
- High data fluency; comfortable extracting and connecting data from multiple sources independently.
- Experience creating and maintaining dashboards and reports using tools such as Omni, Looker, Tableau, or Salesforce, with the ability to simplify complex datasets into actionable visualizations.
- Enthusiasm for AI and emerging technologies, with experience experimenting with tools like large language models, copilots, or automation platforms.
- Ability to bring structure and clarity to complex and ambiguous business problems.
- Self-motivated to identify issues and proactively develop and implement solutions.
- Comfortable working in a fast-paced, ambiguous environment with good judgment on escalation.
- Excellent oral and written communication, time management, and prioritization skills.
Compensation & Benefits
- Competitive base salary, equity (stock options/RSUs), and benefits.
- Salary ranges are based on experience, expertise, geographic location, and internal pay equity.
Target base salary ranges:
- US employees in New York City, Los Angeles, Seattle, or San Francisco Bay Area: $124,000 - $155,700
- US employees outside these metro areas: $112,000 - $140,100
- Canadian employees (any location): 130,000 - 163,400 CAD
Location
Open to US and Canadian employees, with salary ranges adjusted by location.
Equal Opportunity
The organization is an Equal Employment Opportunity employer and considers all applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. Reasonable accommodations are provided throughout the recruitment process for applicants with disabilities or special needs upon request.