Full-Time

Head of Revenue Excellence

Confirmed live in the last 24 hours

Aiwyn

Aiwyn

51-200 employees

AI-driven automation platform for accountants

Consulting
Enterprise Software
Financial Services

Senior

Remote in USA

Remote position for US-based candidates.

Category
Strategy Development
Business Development
Business & Strategy
Required Skills
Hubspot
Salesforce
Marketing
Asana
Data Analysis

You match the following Aiwyn's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 5+ years of experience in Sales Enablement, Revenue Excellence, or related roles, preferably within high-growth B2B SaaS companies.
  • Proven track record of designing and executing effective enablement programs that measurably impact revenue performance.
  • Strong instructional design and facilitation skills, with the ability to engage diverse learning styles and job roles.
  • Mastery of, and desire to continue learning, modern selling techniques and frameworks (sales methodologies, best practices, and the unique evolving challenges of the B2B SaaS landscape)
  • Comfortable with CRM systems (Salesforce, HubSpot) and sales automation tools.
  • Expertise with modern enablement technologies (LMS, conversation intelligence, content management) and best practices.
  • Ability to adapt quickly to new technologies, including AI-driven solutions for training and coaching.
  • Exceptional communication skills—written, verbal, and interpersonal—with the ability to influence without direct authority.
  • Experience managing (or being ready to manage) small teams and working with cross-functional stakeholders at all levels.
  • Able to think big-picture while also rolling up sleeves to execute training sessions, develop content, and perform data analyses.
  • A “builder” mindset—eager to create a function from the ground up in a fast-paced environment.
  • Humble, curious, and excited to continue growing/learning
  • Eager to help others around you make massive impact
  • First principles thinker
  • Exceptional communication & dynamic presentation skills—clear, concise, and engaging.
Responsibilities
  • Develop and execute a comprehensive revenue enablement strategy, aligning closely with the CRO and functional leaders across Sales, Marketing, and Customer Success.
  • Define a roadmap for training, onboarding, and ongoing sales enablement programs to support rapid growth.
  • Leverage scale-up stage start-up experience to de-risk projects and accelerate time to value, thinking about scalable solutions.
  • Manage multiple projects with clear deliverables and develop a steady cadence of communication across all revenue stakeholders.
  • Design and deliver a world-class onboarding experience for new sales hires, ensuring they quickly attain the skills, knowledge, and behaviors necessary to succeed.
  • Continuously optimize training content to address evolving product features, market trends, and buyer needs.
  • Create specialized training tracks for different sales roles (e.g., SDRs, AEs, Renewals/Expansion).
  • Build a centralized repository of sales content (playbooks, battle cards, presentations, scripts, etc.) in collaboration with Product Marketing and Sales Leadership.
  • Drive consistent messaging and positioning for all customer-facing teams, ensuring alignment and easy access to enablement materials.
  • Develop and manage ongoing enablement programs (e.g., weekly skill sessions, quarterly kick-offs, product updates) to keep the revenue team informed, motivated, and at the top of their game.
  • Partner with Marketing and Product teams to incorporate relevant product, market, and competitive intelligence into sales curricula.
  • Work with RevOps to establish key metrics and reporting (e.g., time-to-productivity, win rates, sales cycle times, ASPs) to quantify the impact of enablement initiatives.
  • Leverage data and feedback loops to refine and improve programs, ensuring alignment with revenue targets and company objectives.
  • Collaborate with Revenue Operations, Marketing, Product, and Customer Success to identify process improvements and drive consistency across all GTM teams.
  • Serve as a thought partner to leadership, bringing insights on new training technologies, methodologies, and AI-driven solutions.
  • Evaluate, implement, and manage the tools needed to deliver and measure enablement programs (e.g., Hightspot, LMS, conversation intelligence, etc).
  • Champion the use of AI and other modern technologies to deliver engaging, personalized training experiences at scale.
  • Expert user of cross functional workforce management tools such as Monday.com, Asana, etc.
  • As the team grows, hire, manage, and develop a high-performing enablement function.
  • Cultivate a culture of curiosity, innovation, and continuous learning within the revenue organization.
Desired Qualifications
  • Builder mindset—eager to create a function from the ground up in a fast-paced environment.
  • Humble, curious, and excited to continue growing/learning.
  • Eager to help others around you make massive impact.
  • First principles thinker.

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$109.9M

Headquarters

Charlotte, North Carolina

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Aiwyn secured $113M to enhance CPA firm operations and tax technology.
  • Growing demand for AI-driven automation boosts Aiwyn's market potential.
  • Aiwyn's high NPS score indicates strong customer satisfaction.

What critics are saying

  • Emerging fintech startups may erode Aiwyn's market share.
  • Integration challenges with CPA systems could delay adoption of new solutions.
  • Economic downturns may reduce CPA firms' tech spending.

What makes Aiwyn unique

  • Aiwyn automates AR processes, freeing partners to focus on client value.
  • Client Engagement Automation streamlines client intake and engagement letter processes.
  • Aiwyn integrates AI and cloud tech for superior client experiences.

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Benefits

Remote Work Options

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

401(k) Company Match

Stock Options

Employee Discounts

Growth & Insights and Company News

Headcount

6 month growth

-4%

1 year growth

-2%

2 year growth

-3%
Intelligence360
Jan 8th, 2025
Aiwyn Secures $113M Funding from KKR

Aiwyn has secured $113 million in funding from KKR and Bessemer Venture Partners to enhance firm operations and tax technology for CPA firms. The investment will support the development of a comprehensive practice management platform and a universal client experience portal. Aiwyn aims to integrate AI and cloud technologies to improve client experiences and streamline operations for CPA firms.

Infotech Lead
Dec 22nd, 2024
Aiwyn Raises $113M for CPA Tech

Aiwyn, a tech provider for CPA firms, raised $113 million in a funding round led by KKR and Bessemer Venture Partners. The funds will expand Aiwyn’s payment and collection tools into a full practice management platform and accelerate AI-driven cloud technologies and a tax solution.

Business Wire
Dec 21st, 2024
Aiwyn Secures $113M in Funding from KKR and Bessemer Venture Partners to Revolutionize Firm Operations and Tax Technology for Leading CPA Firms

Aiwyn, a trusted technology partner for top Certified Public Accounting (“CPA”) firms, today announced the successful close of a $113M funding round.

PRLog
Apr 28th, 2023
Aiwyn Announces New Solution: "Client Engagement Automation"

CHARLOTTE, N.C. - April 28, 2023 - PRLog -- Aiwyn, the pioneering provider of Practice Automation solutions to leading accounting firms,  announces its latest solution: "Client Engagement Automation." Built on Aiwyn's Practice Automation platform, Client Engagement Automation automates the engagement letter and client intake process for leading CPA firms.Over 60 of the top firms in the country utilize Aiwyn's award-winning Billing, Collections, Payments, and Insights solutions. A recent customer survey showed Aiwyn's NPS to be a "best-in-class" 76 rating, and Aiwyn's team collaborated with these same firm leaders to conceive and build this latest innovation with the goal of: delivering a superior, unified client experiencesaving partner and staff timemaximizing firm profitabilitysyncing data across firm systems (CRM, PM) Aiwyn's Client Engagement Automation delivers on these goals, and transforms the way firms interact with their active and prospective clients. With Client Engagement Automation, firms can: draft engagement letters in less than 1 minutestreamline the entire client intake lifecyclespeed up cash flow AutoPay enabled by clients upon letter signatureeliminate duplicate data entry tasks for clients and firm personnelaccess real-time, synchronized data "We're thrilled to launch Client Engagement Automation," said Justin Adams, CEO of Aiwyn. "Our goal with Client Engagement Automation is to help accounting firms increase capacity, simplify the client intake process, and grow more profitably. We believe that Client Engagement Automation is the perfect solution to help top-ranked firms achieve these goals, and we're grateful to our customers for working alongside us on this journey."The first release of Client Engagement Automation is available in Q2 2023 to active Aiwyn customers and will be available to all other accounting firms in Q3 2023.For more information, visit www.aiwyn.ai.About AiwynAiwyn (pronounced "I win") provides accounting firms with AI-powered solutions designed to save time, speed up cash flow, and deliver a superior client experience

PR Newswire
Apr 28th, 2023
Aiwyn Announces New Solution: "Client Engagement Automation"

Aiwyn, the pioneering provider of Practice Automation solutions to leading accounting firms, announces its latest solution: "Client Engagement Automation."