Revenue Operations + Strategy Lead

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.

About Eisen

Eisen is the account compliance infrastructure for financial services. We are transforming how banks, brokers, and fintechs handle regulated compliance. We manage the entire lifecycle -starting with escheatment - delivering flawless, regulator-ready documentation end-to-end. We are already the trusted infrastructure for companies like Ramp, Adyen, and BinanceUS. If you want to take an archaic, multi-trillion-dollar industry and modernize it with elegant, scalable technology, you belong here.

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

We have ambitious plans. Our success will depend on our ability to build a thoughtful, inclusive environment where people can sustainably do their best work. We invite and encourage folks from all backgrounds to explore opportunities with us - even if you feel like you don’t meet 100% of the qualifications outlined above.