Head of Revenue Strategy, Operations & Readiness

COMPANY: Canoe Intelligence

WEBSITE :

TITLE: Head of Revenue Strategy, Operations & Readiness

LOCATION: New York City (hybrid)

SALARY : $180,000 - $210,000 + bonus & equity

The Role:

Canoe Intelligence is redefining how institutional investors manage alternative investment data — and we’re scaling fast. As Head of Revenue Strategy, Operations & Readiness, you’ll own the systems, processes, and programs that make our commercial teams run at peak efficiency. You will leverage AI in all that you do. This is a high impact, high-visibility role reporting directly to the CRO, sitting at the intersection of strategy and execution.

You won’t just optimize what exists — you’ll architect what’s next. From forecasting infrastructure to rep onboarding to competitive intelligence programs, you’ll ensure every sales, marketing, and client success motion is instrumented, repeatable, and built to scale. You will lead a team of 3+ operations and enablement professionals.

What You’ll Do:

Revenue Strategy & GTM Execution

• Translate the Company and CRO’s revenue strategy into executable operating plans with clearly defined milestones, owners, and success metrics.

• Lead product launches and other cross-functional initiatives that span Sales, Marketing, Product Management and Client Success — ensuring alignment and accountability.

• Build closed-loop measurement systems so every GTM investment can be tracked from spend to outcome.

• Serve as an analytical thought partner to the CRO flagging risks, surfacing insights, and synthesizing data into decisions.

Revenue Operations

• Design and own the commercial tech stack including CRM governance, data hygiene standards, and tooling strategy across the full GTM org.

• Refine forecasting infrastructure that gives the CRO and CEO real-time visibility into pipeline health, coverage ratios, and revenue predictability.

• Define and instrument leading and lagging KPIs across pipeline generation, conversion rates, deal velocity, and retention.

• Drive territory design, quota setting, and capacity planning in partnership with Finance and Sales leadership.

• Own the weekly operating cadence including pipeline reviews, forecast calls, and QBR infrastructure.

Sales Readiness

• Refine and run a world-class onboarding program that gets new AEs to first deal in under 60 days.

• Develop and maintain sales playbooks, talk tracks, competitive battle cards, and objection handling frameworks aligned to Canoe’s value-based selling methodology.

• Own the content and tools that support every stage of the deal cycle from outbound through negotiation and close.

• Partner with Marketing to ensure sales has the right assets at the right time with clear feedback loops on what’s working in market.

• Measure the ROI of every readiness program and iterate ruthlessly based on what moves rep performance.

What We’re Looking For:

• 8+ years of progressive RevOps and Sales Readiness experience at a high-growth B2B SaaS or fintech company.

• A track record of building, not just inheriting processes, programs, and systems that demonstrably improved commercial performance.

• Deep Claude and CRM expertise including advanced reporting, pipeline architecture, and systems integration.

• Strong analytical chops you can build a forecast model and a QBR deck, and you know which one to lead with.

• Excellent cross-functional capabilities you know how to align Finance, Marketing, Product Management, Client Success and Sales around a single commercial plan.

• Clear executive communication you can present to the board as comfortably as you coach a new SDR.

• Experience in financial services, alternatives, or fintech a meaningful plus but not a dealbreaker for the right operator.
  

What You’ll Get:

• Medical, dental, vision benefits

• Flexible PTO

• 401(k)

• Flexible work from home policy

• Home office stipend

• Employee Assistance Program

• Gym/Wifi reimbursement

• Education assistance

• Parental Leave

Our Values:

• Client First —> Listen, and deliver client-centric solutions

• Be An Owner —> Take initiative, improve situations, drive positive outcomes

• Excellence —> Always set the highest standard for yourself and others

• Win Together —> 1 + 1 = 3

Who We Are:

Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.

Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.