Head of Revenue Strategy Operations & Readiness

• 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.

• 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.

• 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.

• 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.

• 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

• 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

What We Do

Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based machine-learning technology for document collection data extraction and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning we’ve maintained a focused client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows institutional investors wealth managers and general partners are seeing dramatic improvements in data accuracy and access team efficiency and client satisfaction.

Why Work With Us

At Canoe we look for people who are open-minded willing to roll up their sleeves and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation and collaborate to make each other better. Canoe's success is intertwined with each individual's success which is why we focus on the team.

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