Head of Revenue Operations, DriveWealth
$320-340k
+ Equity + Bonus
More information about location
4 days a week in office
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$320-340k
+ Equity + Bonus
More information about location
4 days a week in office
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- 10+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related GTM leadership role
- Background supporting enterprise sales organizations and complex revenue models
- Proven experience supporting high-growth organizations, with technology, fintech, Saas, or financial services environments
- Strong expertise with GTM AND CRM platforms such as Salesforce, Hubspot or similar tools
- Experience with forecasting, pipeline analytics, compensation planning, and operational reporting
- Demonstrated ability to lead change management initiatives and drive adoption of new processes, systems, and operational frameworks across functional teams
- Advanced analytical and problem-s solving skills with the ability to data into strong recommendations
- Familiarity within financial services, broker dealer, or regulated markets
- We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply
What the job involves
- We are seeking a strategic and data-driven Head of Revenue Operations to lead and scale our go-to-market operations across Sales, Marketing, Customer Success, and Partnerships
- This individual will be responsible for building the operational foundation that drives revenue growth, improves forecasting accuracy, streamlines processes, and enables cross-functional alignment across the customer lifecycle
- The ideal candidate combines strong analytical and systems expertise with exceptional business partnership skills and a deep understanding of revenue strategy in a high growth environment
- Develop and execute the company’s Revenue Operations strategy to support scalable growth and operational excellence
- Partner closely with Sales, Marketing, and Customer Success, Finance, and Executive Leadership to align revenue goals, KPIs, and reporting
- Pricing for core products and new releasing
- Own and optimize the GTM tech stack, including CRM systems, sales engagement tools, forecasting platforms, and analytics solutions
- Lead forecasting, pipeline management, territory planning, quota design, and revenue reporting processes
- Support strategic planning initiatives, including annual planning, capacity building, and headcount analysis
- Build and maintain dashboards, and performance metrics that provide actionable insights to leadership
- Drive operational rigor across the customer lifecycle, from lead generation through renewal and expansion
- Establish data governance standards and ensure accuracy and integrity across systems and reporting
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to meet the growing demand for accessible, efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional-share trading, giving retail investors access to US markets and offering innovative stock-reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. It is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Financial District, New York, NY
Leadership
Naureen Hassan
(CEO)Previously President of the Americas at UBS, was on the Board of Governors at FINRA and Partnership For New York City and was the First Vice President of the Federal Reserve Bank of New York.
Salary benchmarks
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