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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing revenue operating models, including data modeling, forecasting, and compensation planning. Proven ability to lead revenue operations in high-growth B2B or fintech environments, with a focus on strategic planning and execution.
Highest-signal resume keywords
Revenue Operating Model DesignAnnual Planning ManagementHubSpot or Salesforce ProficiencyBI Layer Experience (Looker, SQL)Team Leadership in Revenue Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ModelingForecastingRevenue PlanningCompensation PlanningPartner Rate Card DevelopmentCAC TrackingNRR AnalysisQuota ManagementTerritory PlanningRevenue Share Modeling
Soft Skills
Strategic ThinkingData-Driven Decision MakingCommunicationLeadershipCollaboration
Tools & Technologies
HubSpotSalesforceLookerSQLGTM Stack
Industry Keywords
Rev OpsSales StrategyB2BFintechEmbedded FinanceInsurancePaymentsMulti-Product RevenuePartner-Led RevenueUsage-Based Revenue
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Design the data model for a multi-product brokerage with parent accounts and product-line opportunities
- Establish a unified forecast across Embed and Platform covering pipeline, contracted ARR, and live ramping revenue
- Rebuild the 2027 plan bottoms-up by business line, partner, product, and market, then own re-forecasting
- Define funnel stages and maintain clean source attribution from first touch through signed and live
- Own annual and quarterly planning from 2028, including targets, quotas, territories, capacity, and headcount models
- Design and administer commission, incentive, and MBO plans and run payouts with Finance
- Run weekly forecast calls, monthly business reviews, and board and investor revenue reporting
- Model partner rate cards, revenue share, attach, and renewals; track CAC, payback, and NRR by channel
- Own the GTM stack and BI layer, deciding what to build, buy, or replace
- Lead executive deep-dives on market prioritisation, pricing, new segments, and channels
- Hire and lead a small Rev Ops and analytics team as the business grows
Requirements
What you’ll need- 8+ years across Rev Ops, sales strategy & operations, or GTM strategy, with at least 3 leading the function in a high-growth B2B or fintech business
- Designed a revenue operating model from the ground up, including data model, forecast, planning, and compensation
- Ability to build a three-statement-aware revenue model, partner rate card, or compensation plan
- Experience running annual planning end to end: targets, territories, quotas, capacity, and headcount, signed off at executive and board level
- Deep experience with HubSpot or Salesforce
- Comfortable with a BI layer such as Looker and SQL
- Experience with multi-product, multi-country, partner-led, or usage-based revenue
- Insurance, payments, or embedded finance experience is a strong plus
- Ability to turn data into recommendations trusted by the CRO, CFO, and board
- Willingness to start as a team of one and do the work before building a team
Benefits
Comp & perks- Health insurance via Kota
- Workplace pension with matched contributions up to 5% via Kota
- WFH stipend to support your home office
- 25 days of paid time off
- Annual company-wide offsite plus a dedicated team offsite
- Attractive stock options
