Head of Revenue Strategy, Operations & Readiness

Job Description

Job Description

COMPANY: Canoe Intelligence, A Bloomberg Company

WEBSITE :

TITLE:  Head of Revenue Strategy, Operations & Readiness

LOCATION: New York City

SALARY : 180,000 - 210,000 USD Annual + Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

The Role:

Canoe Intelligence is redefining how institutional investors manage alternative investment data — and we’re scaling fast. As Head of Revenue Strategy, Operations & Readiness, you’ll own the systems, processes, and programs that make our commercial teams run at peak efficiency. You will leverage AI in all that you do. This is a high impact, high-visibility role reporting directly to the CRO, sitting at the intersection of strategy and execution.

You won’t just optimize what exists — you’ll architect what’s next. From forecasting infrastructure to rep onboarding to competitive intelligence programs, you’ll ensure every sales, marketing, and client success motion is instrumented, repeatable, and built to scale. You will lead a team of 3+ operations and enablement professionals.

What You’ll Do:

Revenue Strategy & GTM Execution

• 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.

Revenue Operations

• 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.

Sales Readiness

• 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.

What We’re Looking For:

• 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.
  

What You’ll Get:

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

Our Values:

• 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

Who We Are:

Canoe Intelligence ("Canoe"), a Bloomberg Company, is the data management and intelligence platform powering how the world invests in alts. Our AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. Canoe’s AI-driven platform was initially incubated in 2013 for Portage Partners LLC, a private multi-family office investment firm, and launched commercially in 2017. In October 2026, Canoe became a part of Bloomberg, combining our private markets data expertise with Bloomberg’s technology, data management capabilities, and global scale. Together, we’re building a connected experience across public and private markets, and investing in the Canoe platform, people, and dedicated client service that got us here. With Canoe, it’s all about making Alts, smarter.

Canoe is an equal opportunity employer and prohibits discrimination in employment. It is Canoe’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”).Canoe prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.