Zearch ยท 2 days ago
Head of Revenue Operations - PE Backed Fintech/SaaS Business
NYC Metro Area
Full-time
Hybrid
Director/Executive
10+ years expZearch is a leading global B2B Fintech firm seeking a Head of Revenue Operations to modernize its CRM ecosystem and drive sustainable revenue growth. The role involves owning CRM strategy, forecasting, and revenue analytics while leading a high-performing Revenue Operations team.
Staffing & Recruiting
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
Qualification
Required
Bachelor's degree in Business, Finance, or a related field
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
Preferred
MBA preferred
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
Benefits
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
Company
Zearch
"It doesn't matter how good your tech is, you need great people." We are the Executive Search company bridging talent and technology.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase