Full-Time

Head of Revenue Operations

Confirmed live in the last 24 hours

Aiwyn

Aiwyn

51-200 employees

AI-driven automation platform for accountants

Consulting
Enterprise Software
Financial Services

Senior, Expert

Remote in USA

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Hubspot
Asana
Looker
Data Analysis
Excel/Numbers/Sheets

You match the following Aiwyn's candidate preferences

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

Degree
Experience
Requirements
  • 8+ years in Revenue Operations, Sales Operations, or related roles within a scale-up B2B SaaS environment
  • 2+ years of leadership experience building/leading/developing a team
  • Demonstrated success in building or significantly influencing the scale up of RevOps processes and systems
  • Familiarity with payment processing/merchant services revenue models is highly preferred
  • Hands-on experience with Salesforce.com administration and implementation
  • Direct experience migrating from one CRM to another (HubSpot to Salesforce.com is a plus)
  • Proficiency with a modern GTM tech stack (e.g. Clari, Conversation intelligence, Sales Engagement, Sales Enablement, BI - Looker, etc) and data sources (LSN, ZoomInfo, 6sense, etc)
  • Expert user of cross functional workforce management tools such as Monday.com, Asana, etc
  • Expert Excel/Google Sheets skills
  • Ability to set the strategy but also get in the weeds—“hands on keyboard” with data, tools, and process documentation
  • Proven track record of building scalable processes in a high-growth environment
  • Exceptional cross functional program management skills
  • A builder mindset: excited about creating a function from scratch and seeing it scale
  • Skilled at cross-functional collaboration, particularly with Sales, Marketing, CS, and Finance
  • Experience managing and mentoring a small team or a strong desire to lead and develop people
  • Humble, curious, and excited to continue growing/learning
  • Eager to help others around you make massive impact
  • First principles thinker
  • Exceptional communication skills—clear, concise, and engaging
  • Highly analytical & detail-oriented.
Responsibilities
  • Work closely with the CRO, Head of Marketing, Head of CS, Finance team, and executive leadership to define and execute the GTM roadmap
  • Act as a thought partner and advocate for modern revenue operations, staying ahead of industry trends and AI innovations
  • Leverage scale-up stage start-up experience to de-risk projects and accelerate time to value, thinking about scalable solutions
  • Manage and mentor a small but growing team of operations professionals
  • Identify and coordinate with external consultants or agencies when needed to achieve strategic goals
  • Foster a culture of continuous learning, innovation, and excellence
  • Lead the migration from HubSpot CRM to Salesforce.com, ensuring data integrity and minimal disruption
  • Evaluate, implement, and manage critical tools such as Clari, sales engagement, conversational intelligence, and other GTM/RevOps technologies
  • Oversee system integrations to create a seamless end-to-end revenue funnel, with a focus on user experience, speed, accuracy, and actionable insights
  • Manage multiple projects with clear deliverables and develop a steady cadence of communication across all revenue stakeholders
  • Work with finance to forecast and plan for future revenue team headcount needs
  • Ensure the organizational structure and roles are positioned to scale effectively with a focus on world-class efficiency metrics
  • Develop and optimize comp plans that support both standard SaaS subscriptions and merchant processing/payments revenue streams
  • Partner with Finance, HR, and Sales to align compensation structures with business objectives
  • Use data and analytics to model comp plan scenarios and measure performance against targets
  • Lead the design and implementation of a territory framework as we shift from a geo-based approach to named accounts
  • Collaborate with Sales Leadership to ensure territories are well-balanced and focusing capacity on the right types of selling motions
  • Continuously iterate on territory plans to maximize coverage, pipeline generation, and revenue
  • Establish reporting and analytics frameworks to monitor the entire revenue cycle (top of funnel, pipeline, expansion, retention, and efficiency)
  • Leverage AI-driven insights and predictive analytics to forecast revenue, identify trends, and drive strategic decisions
  • Develop and continuously refine core revenue processes (e.g., lead routing, opportunity management, pipeline inspection, forecasting, etc)
  • Collaborate with Marketing Ops and CS Ops to ensure handoffs are seamless and client touchpoints are well-orchestrated.
Desired Qualifications
  • Familiarity with payment processing/merchant services revenue models is highly preferred
  • Direct experience migrating from one CRM to another (HubSpot to Salesforce.com is a plus).

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 Stage

Late Stage VC

Total Funding

$109.9M

Headquarters

Charlotte, North Carolina

Founded

2020

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-4%
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