Head of Revenue Strategy, Operations, Readiness

Canoe Intelligence

Head of Revenue Strategy at Canoe Intelligence, optimizing RevOps for alternative investment data management. Drive efficiencies and effectiveness in commercial teams and processes.

Posted 5/30/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $180,000 - $210,000 per yearWebsite

About the role

Key responsibilities & impact

Translate the Company and CRO’s revenue strategy into executable operating plans with clearly defined milestones, owners, and success metrics.
Lead product launches and other cross-functional initiatives that span Sales, Marketing, Product Management and Client Success — ensuring alignment and accountability.
Build closed-loop measurement systems so every GTM investment can be tracked from spend to outcome.
Serve as an analytical thought partner to the CRO flagging risks, surfacing insights, and synthesizing data into decisions.
Design and own the commercial tech stack including CRM governance, data hygiene standards, and tooling strategy across the full GTM org.
Refine forecasting infrastructure that gives the CRO and CEO real-time visibility into pipeline health, coverage ratios, and revenue predictability.
Define and instrument leading and lagging KPIs across pipeline generation, conversion rates, deal velocity, and retention.
Drive territory design, quota setting, and capacity planning in partnership with Finance and Sales leadership.
Own the weekly operating cadence including pipeline reviews, forecast calls, and QBR infrastructure.
Refine and run a world-class onboarding program that gets new AEs to first deal in under 60 days.
Develop and maintain sales playbooks, talk tracks, competitive battle cards, and objection handling frameworks aligned to Canoe’s value-based selling methodology.
Own the content and tools that support every stage of the deal cycle from outbound through negotiation and close.
Partner with Marketing to ensure sales has the right assets at the right time with clear feedback loops on what’s working in market.
Measure the ROI of every readiness program and iterate ruthlessly based on what moves rep performance.

Requirements

What you’ll need

8+ years of progressive RevOps and Sales Readiness experience at a high-growth B2B SaaS or fintech company.
A track record of building, not just inheriting processes, programs, and systems that demonstrably improved commercial performance.
Deep Claude and CRM expertise including advanced reporting, pipeline architecture, and systems integration.
Strong analytical chops you can build a forecast model and a QBR deck, and you know which one to lead with.
Excellent cross-functional capabilities you know how to align Finance, Marketing, Product Management, Client Success and Sales around a single commercial plan.
Clear executive communication you can present to the board as comfortably as you coach a new SDR.
Experience in financial services, alternatives, or fintech a meaningful plus but not a dealbreaker for the right operator.

Benefits

Comp & perks

Medical, dental, vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

RevOpsSales ReadinessCRM expertiseadvanced reportingpipeline architecturesystems integrationforecast model buildingQBR deck creationKPI definitiondata analysis

Soft Skills

analytical thinkingcross-functional collaborationexecutive communicationcoachingalignment facilitationrisk identificationinsight synthesisprogram developmentiterative improvementleadership