Head of Revenue Operations

About this role

About Us

DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

About the Role

We are seeking a strategic and data-driven Head of Revenue Operations to lead and scale our go-to-market operations across Sales, Marketing, Customer Success, and Partnerships. This individual will be responsible for building the operational foundation that drives revenue growth, improves forecasting accuracy, streamlines processes, and enables cross-functional alignment across the customer lifecycle. The ideal candidate combines strong analytical and systems expertise with exceptional business partnership skills and a deep understanding of revenue strategy in a high growth environment.

What You’ll Do

• Develop and execute the company’s Revenue Operations strategy to support scalable growth and operational excellence.

• Partner closely with Sales, Marketing, and Customer Success, Finance, and Executive Leadership to align revenue goals, KPIs, and reporting

• Pricing for core products and new releasing

• Own and optimize the GTM tech stack, including CRM systems, sales engagement tools, forecasting platforms, and analytics solutions

• Lead forecasting, pipeline management, territory planning, quota design, and revenue reporting processes

• Support strategic planning initiatives, including annual planning, capacity building, and headcount analysis

• Build and maintain dashboards, and performance metrics that provide actionable insights to leadership

• Drive operational rigor across the customer lifecycle, from lead generation through renewal and expansion

• Establish data governance standards and ensure accuracy and integrity across systems and reporting

You Bring

• 10+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related GTM leadership role

• Background supporting enterprise sales organizations and complex revenue models

• Proven experience supporting high-growth organizations, with technology, fintech, Saas, or financial services environments

• Strong expertise with GTM AND CRM platforms such as Salesforce, Hubspot or similar tools

• Experience with forecasting, pipeline analytics, compensation planning, and operational reporting

• Demonstrated ability to lead change management initiatives and drive adoption of new processes, systems, and operational frameworks across functional teams

• Advanced analytical and problem-s solving skills with the ability to data into strong recommendations

• Familiarity within financial services, broker dealer, or regulated markets

Location

This role is open to candidates in the following locations: New York, NY - Hybrid

• This role is expected to come into the office on a cadence set by the Hiring Manager/Team.

• If you're not based in one of the locations listed above, this role is not a fit, and we cannot accommodate remote work outside these locations.

• Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.

Pay Range : $320,000 USD – $340,000 USD Working at DriveWealth

We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in-office 4 days a week. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions.

To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer Medical, Dental, and Vision Insurance, Disability Insurance, and Paid Parental Leave, along with a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays.

Work Authorization

Applicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.

For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.

How We Think About AI

We leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging to

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