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Trading Technologies

Global Head of Revenue Operations

Trading Technologies

Global Head of Revenue Operations overseeing predictable revenue operations for Trading Technologies, a fintech company supporting Tier 1 banks and asset managers worldwide.

Posted 6/23/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $200,000 - $280,000 per yearWebsite

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Hard Skills
revenue forecastingpipeline managementdata governancerevenue analyticssales methodologyquota planningcapacity modelingcommercial data modeldeal desk operationsfinancial reconciliation
Soft Skills
leadershipcross-functional alignmentaccountabilitycommunicationproblem-solvingstrategic thinkingcollaborationadaptabilityownershipoperational excellence
Tools & Technologies
SalesforceCPQBI toolsCRM systemsmarketing automationERP systemsdata warehouserevenue technologyKPI dashboardsworkflow tools
Industry Keywords
B2B softwarePE-backedARRbookings policyGTM operationsrevenue operationscustomer successsales engagementrenewal forecastingfinancial reporting

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Own the global revenue operating system across Sales, Marketing, Customer Success, Product, Finance, Legal, and Executive Leadership, ensuring the business operates from a consistent cadence, common definitions, and a single source of truth for revenue performance
  • Lead the global revenue operating cadence, including forecasting, pipeline reviews, account reviews, top deal inspection, renewal reviews, QBRs / MBRs, executive reporting, KPI dashboards, and strategic initiative tracking
  • Own the global forecasting process, including methodology, forecast categories, stage definitions, opportunity hygiene, close-date discipline, deal inspection standards, and CRM compliance across regions and business lines
  • Build board-ready revenue reporting across bookings, ARR, pipeline, renewals, churn, expansion, attainment, productivity, conversion, sales cycle, forecast variance, and revenue risk
  • Partner with Finance and GTM leadership on annual and quarterly planning, segmentation, coverage model design, quota planning, territory design, capacity modeling, compensation inputs, bookings policy, and performance management
  • Own CRM governance, data quality, opportunity hygiene, process standardization, account hierarchy, field governance, stage definitions, and revenue analytics across global regions, products, and business lines
  • Build and maintain the canonical commercial data model, establishing a single source of truth for bookings, ARR, pipeline, renewals, attribution, usage, customer lifecycle performance, and executive reporting
  • Lead revenue technology strategy across CRM, forecasting, sales engagement, marketing automation, customer success, CPQ, commissions, ERP, BI / reporting, data integrations, automation, and workflow tools
  • Lead Deal Desk and Commercial Operations, including pricing governance, discount approval workflows, commercial policy, contract structuring, quote support, bookings policy enforcement, approval routing, and complex strategic deal support
  • Maintain strong Finance interlock, ensuring consistent ARR definitions, bookings policy compliance, commission calculation integrity, revenue reporting alignment, and reconciliation between GTM reporting and financial reporting
  • Support renewal, retention, and expansion motions through revenue-at-risk reporting, ATR / GRR / NRR visibility, renewal forecasting, renewal inspection cadence, account health data, churn / downsell analysis, and ownership clarity
  • Drive pipeline generation, funnel visibility, and sales productivity through reporting on source mix, conversion rates, stage progression, sales cycle, win/loss trends, pipeline aging, ramp, attainment, and capacity-to-bookings yield
  • Own revenue enablement, including onboarding, sales methodology, playbooks, product training, messaging, manager enablement, tool adoption, and productivity improvement
  • Make the Revenue Operations function scalable and M&A-ready by codifying process standards, data integration playbooks, systems governance, reporting models, and acquired-business onboarding practices
  • Build, lead, and develop a high-performing global Revenue Operations team across planning, operations, analytics, systems, deal desk, enablement, data governance, and revenue programs
  • Drive cross-functional alignment and accountability across the end-to-end revenue lifecycle from demand generation through sales execution, booking, onboarding, renewal, expansion, reporting, and financial reconciliation.

Requirements

What you’ll need
  • The ideal candidate is a proven Revenue Operations leader with experience in a PE-backed, enterprise B2B software business supporting a sales organization of at least 45 quota-carrying reps
  • This leader brings strong forecasting credibility and understands what is required operationally to deliver accurate, board-ready revenue forecasts. They can stand behind the number with the CRO, CFO, CEO, Board, and PE sponsor
  • Fluency in revenue data, systems, and architecture, with experience operating a Salesforce-centered RevTech ecosystem across forecasting, CPQ, BI, customer success, commissions, ERP integrations, and data warehouse connectivity
  • The successful candidate has strong commercial and Finance partnership experience, including ARR definitions, bookings policy, commission reconciliation, revenue reporting alignment, and the connection between GTM execution and financial reporting
  • Experience improving end-to-end GTM operations, including pipeline management, funnel governance, territory and capacity planning, quota deployment, sales productivity reporting, renewal visibility, Deal Desk, pricing governance, and quote-to-contract workflows
  • The successful candidate will be a builder, operator, and closer of loops — comfortable in ambiguity, but biased toward quickly establishing cadence, ownership, definitions, dashboards, and accountability.

Benefits

Comp & perks
  • Medical, Dental, and Vision insurance
  • Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
  • 401(k) retirement plan
  • Pre-tax transit and parking benefits
  • 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days
  • One dedicated day per year for volunteering
  • Two professional development days per year to allow uninterrupted professional development
  • An additional PTO day added during milestone anniversary years
  • Robust paid holiday schedule with early dismissal
  • Generous parental leave for all parents (including adoptive parents)
  • Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment
  • Backup child and pet care, as well as tutoring services
  • Milestone anniversary bonuses
  • Stipend and subsidy contributions toward personally-owned cell phones
  • Contributions for gym memberships and health/wellness initiatives
  • Discounted healthcare premiums
  • Healthy meal delivery program subsidies