Revenue Operations + Strategy Lead

Eisen

$120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8 years in revenue ops, sales ops, or GTM ops at a high-growth B2B company
  • Experience enabling sales into financial institutions or complex upmarket buyers
  • Hands-on CRM fluency with experience building pipeline infrastructure
  • Comfortable with cap plan design, capacity modeling, and reporting to the board
  • Strong analytical skills with proficiency in spreadsheets, BI tools, ideally SQL
  • Experience in startups from post-seed to Series B with limited resources
  • A proactive doer mentality focused on practical solutions.

Responsibilities

  • Develop named target lists and account intelligence to strategize outreach
  • Collaborate with CEO on enterprise account planning and pursuit strategies
  • Create sourcing and warm intro routing processes to enhance networking
  • Ensure CRM serves as the definitive source of truth on pipeline and leads
  • Establish efficient closing mechanics and approval workflows for scaling deals
  • Oversee billing, renewals, and cross-sell motions to maximize net revenue retention
  • Conduct capacity planning and design comp plans that are aligned and competitive
  • Manage comprehensive revenue forecasting and prepare board-level report narratives
  • Facilitate weekly pipeline reviews and monthly forecasts with the CEO.

Benefits

  • Competitive compensation package and equity plan
  • 100% premiums covered for health, dental, and vision insurance
  • Unlimited PTO policy that encourages taking time off
  • 401(k) plan with company match for retirement savings
  • OneMedical membership benefits for healthcare access
  • Short-term and long-term disability insurance included
  • Company-paid life insurance for peace of mind
  • Monthly pre-tax commuter benefits to ease travel costs
  • Learning and development stipend for professional growth opportunities
  • Financial support available for relocation assistance.
Full Job Description
Revenue Operations + Strategy Lead

Build the machine that turns named target accounts into closed revenue and collected invoices. Own the full pipeline - target lists, sourcing, warm intro routing, CRM hygiene, seller enablement, closing mechanics, billing - and the operating system around it: capacity planning, comp plans, forecasting, and board-level revenue reporting.

This is a doer role, not a manager role. You'll have a budget for consultants and tooling, but the judgment and architecture are yours. Start simple, iterate fast, and build something that works at twenty deals and still works at two-hundred. This is an experimentation job - some bets will work, some won't, and the point is to learn fast and compound what works.

Role Responsibilities

  • Named target lists and account intelligence - who we're going after, why, and in what order
  • Strategic account planning - partner with the CEO on enterprise targets; map user champions and executive sponsors, design the pursuit strategy, and extract learning from every at-bat whether we win or not
  • Sourcing and warm intro routing - map the network, build the process, define the outbound playbook when no warm path exists
  • CRM as single source of truth - pipeline stages, exit criteria, lead scoring, intent signals, deal evaluation
  • Closing mechanics and deal desk - pricing guardrails, proposal structure, margin protection, approval workflows as deal sizes grow
  • Billing, renewals, and platform expansion - clean handoff to invoicing, renewal cadence, QBR structure, and the cross-sell motion that determines which existing customers get pitched which new products, in what order, at what price point. Net revenue retention is the metric that proves the platform thesis
  • Capacity planning - when to hire, territory design, pipeline coverage ratios, ramp modeling
  • Comp plan design - AE quota and OTE, SDR incentives, CSM variable comp; simple, aligned, competitive
  • Revenue forecasting and board reporting - bottoms-up forecast, unit economics by segment, customer concentration, the narrative that drives the next fundraise
  • The operating cadence - weekly pipeline review, monthly forecast, quarterly segment review with the CEO


About You
  • 4-8 years in revenue ops, sales ops, or GTM ops at a high-growth B2B company
  • Experience enabling sales into financial institutions, regulated enterprises, or similarly complex upmarket buyers
  • Hands-on CRM fluency - you've built pipeline infrastructure from scratch
  • Comfort with comp plan design, capacity modeling, and board-level reporting
  • Analytical chops: spreadsheets, BI tools, ideally SQL
  • Similar stage experience (post-seed through Series B) with limited resources and fast iteration
  • A doer mentality - ship something simple that works over something comprehensive that doesn't exist yet


Nice to Have
  • Prior experience at a Series A-C stage company where you helped build operations from the ground up
  • Experience temporarily owning a finance function or working closely with finance leadership
  • Experience with CRM systems, project management tools, and operational tooling (e.g., Salesforce, HubSpot, Asana, or similar)

Compensation & Benefits
  • Competitive compensation package and equity plan
  • Health, dental, and vision insurance with 100% premiums covered for you
  • Unlimited PTO (and yes, we expect you to use it!)
  • 401(k) plan with a company match
  • OneMedical membership
  • Short-term and long-term disability insurance
  • Company-paid life insurance
  • Monthly pre-tax commuter benefits available
  • Learning and development stipend for continuing learning opportunities
  • Financial support for relocation


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