At a Glance
- Tasks: Lead revenue operations, modernise CRM, and drive sustainable growth in a dynamic fintech environment.
- Company: Global B2B Fintech/SaaS firm with a focus on innovation and growth.
- Benefits: Competitive salary, health benefits, flexible working, and professional development opportunities.
- Other info: Exciting opportunity for career growth in a fast-paced, global setting.
- Why this job: Join a key leadership role to shape revenue strategies and make a significant impact.
- Qualifications: 10+ years in Revenue Operations with strong Salesforce expertise and leadership skills.
The predicted salary is between 80000 - 100000 £ per year.
A leading global B2B Fintech/SaaS firm is seeking a Head of/VP Revenue Operations to build the revenue operations org, 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
- 10+ years of Revenue Operations leadership experience within B2B SaaS, fintech, or technology-driven environments, supporting complex sales models (subscription, usage-based, transactional data 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 level.
- Exposure to both SaaS and volume-driven revenue streams is highly desirable.
- True global role.
- Bachelor’s degree in Business, Finance, or a related field; MBA preferred.
What’s on offer
- The organization offers a competitive and comprehensive rewards package designed to support professional growth and personal wellbeing, including:
- 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.
Head of Revenue Operations - PE backed Fintech ($500M+ ARR) employer: Zearch
As a leading global B2B Fintech/SaaS firm, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. Our commitment to employee growth is reflected in our robust health and wellness benefits, generous paid time off, and ongoing learning opportunities, all designed to support your professional journey while ensuring a healthy work-life balance. Join us in a role that not only drives revenue operations but also empowers you to make a significant impact in a fast-scaling environment, where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Revenue Operations - PE backed Fintech ($500M+ ARR)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Zearch. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Revenue Operations - PE backed Fintech ($500M+ ARR)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Zearch.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Zearch's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Zearch
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Zearch.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Zearch will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Zearch employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
