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For Companies At a Glance
- Tasks: Lead CRM transformation and drive revenue growth in a dynamic fintech environment.
- Company: Global B2B fintech firm with a focus on innovation and growth.
- Benefits: Competitive salary, health benefits, flexible work, and professional development opportunities.
- Why this job: Join a senior leadership team and make a significant impact on revenue operations.
- Qualifications: 10+ years in Revenue Operations with strong Salesforce expertise and leadership skills.
- Other info: Exciting global role with opportunities for career advancement.
The predicted salary is between 72000 - 108000 £ per year.
A leading global B2B Fintech firm is seeking a Head of/VP 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, 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 levels.
- Exposure to both SaaS and volume-driven revenue streams is highly desirable.
- True global role.
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.
Vice President / Head of Revenue Operations - PE Backed Fintech/SaaS Business employer: Zearch
Contact Detail:
Zearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vice President / Head of Revenue Operations - PE Backed Fintech/SaaS Business
✨Tip Number 1
Network like a pro! Reach out to connections in the fintech and SaaS space, especially those who are already in revenue operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s CRM strategies and revenue models. Show us you understand their challenges and how you can help modernise their operations. Tailor your examples to highlight your hands-on experience with Salesforce and analytics.
✨Tip Number 3
Don’t just wait for job postings! Be proactive and apply through our website. Sometimes, the best opportunities come from expressing your interest directly, even if a role isn’t officially listed yet.
✨Tip Number 4
Follow up after interviews with a thank-you note that reiterates your excitement about the role. Mention specific points from your conversation that resonated with you, showing us you’re genuinely interested in being part of their team.
We think you need these skills to ace Vice President / Head of Revenue Operations - PE Backed Fintech/SaaS Business
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in Revenue Operations, especially with CRM systems like Salesforce. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've driven growth and operational efficiency in previous positions.
Showcase Your Analytical Skills: Since this role involves a lot of data-driven decision-making, make sure to highlight your analytical background. Mention any dashboards or forecasting models you've built that have led to successful outcomes.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Zearch
✨Know Your CRM Inside Out
Make sure you have a solid understanding of Salesforce and its functionalities. Be prepared to discuss your experience with CRM cleanup, data governance, and how you've previously transformed CRM systems in fast-paced environments.
✨Showcase Your Analytical Skills
Bring examples of how you've built scalable analytics capabilities in the past. Discuss specific forecasting models or dashboards you've created that led to improved decision-making and revenue growth.
✨Demonstrate Leadership Experience
Be ready to talk about your experience leading teams and influencing senior stakeholders. Highlight instances where you've successfully aligned Sales, Finance, and Operations towards common revenue goals.
✨Prepare for Strategic Discussions
Think about how you would approach territory alignment, quota setting, and commission planning. Prepare to discuss your strategies for optimising these processes and how they can drive predictable revenue growth.
