Full-Time

Head of Revenue Operations

Posted on 1/16/2025

Aiwyn

Aiwyn

51-200 employees

AI-driven automation platform for accountants

Senior, Expert

Remote in USA

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

-6%

1 year growth

-4%

2 year growth

-5%
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."

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