Head of Revenue Operations

Posted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
120K-168K Annually
Entry level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Leads revenue operations as the CRO’s strategic partner, translating go-to-market strategy into pipeline, forecasting, and sales results. Owns Salesforce architecture, revenue systems, AI-powered analytics, forecasting, compensation governance, enablement, and GTM alignment across sales, marketing, finance, product, engineering, and client success. Partners with sales leaders on live deals, builds the revenue operations team, improves productivity, and provides executives with real-time market and business intelligence.
Summary Generated by Built In

COMPANY OVERVIEW

Clearwater Analytics is the standard for automated, end-to-end investment data management, accounting, analytics and reporting, the category leader that institutions already trust with their most critical data. The opportunity here is not to build a challenger. It is to take an industry leader and compound that advantage: architect the AI native revenue engine that lets Clearwater outgrow and outpace every competitor chasing it. This is a rare seat: shape the next chapter of a market leader, at the exact moment it is being built.

THE OPPORTUNITY

As Head of Revenue Operations, this role is the CRO's strategic partner and right hand, a partner and trusted advisor who turns GTM strategy into pipeline, forecasts, and ultimately results. The role sits at the intersection of sales, marketing, and finance, partners directly with the CEO, CRO, and CFO, and equips Sales Directors and their teams with the intelligence, tools, and automation they need to hit and exceed quota.

This is a leadership mandate to architect an AI powered sales engine, replacing after the fact reporting with a real time intelligence layer: forecasting that gets smarter with every deal, pipeline signal that surfaces before a rep has to ask, and enablement delivered in the flow of work.

HOW YOU WILL DRIVE GROWTH

  • Partner with the CRO. Shape and execute GTM strategy alongside the CEO, CRO, and CFO: define what to sell and where, and use AI driven data to inform revenue decisions.
  • Own the Numbers. Build and maintain pipeline and forecasting infrastructure that uses AI driven analytics and predictive modeling, giving leadership a real time, forward-looking view of the business.
  • Work in the Field. Partner directly with Global Sales Leaders and Account Executives in the field: embed with their teams, remove blockers, and coach live deals. Their success in the field is the clearest measure of this role's success.
  • Architect the Sales Engine. Design and govern the systems, processes, and Salesforce architecture that run the sales organization. Use AI and automation to remove friction and surface signal. Own compensation plan design and governance to keep incentives aligned with strategy.
  • Align GTM End to End. Partner with Marketing, Product, Engineering, and Client Success to synchronize roadmaps, campaigns, and programs with sales execution, using shared data to sharpen targeting, messaging, and product fit.
  • Build the Team. Own the GTM plan built to maximize growth: team structure, hiring, onboarding, and enablement programs that improve execution and shorten ramp time.
  • Track the Market. Use AI powered market and competitive intelligence to track trends and customer needs. Represent the company at industry events and conferences.

CANDIDATE PROFILE

  • Track record of hitting and exceeding sales targets, and of building the operations to get there
  • Strong analytical and quantitative skills, comfortable building and interpreting complex data models
  • Skilled in Salesforce architecture, reporting, analytics, and AI or automation enabled platforms
  • Experience evaluating and deploying AI tools that improve forecasting, pipeline visibility, and rep productivity
  • Able to break down complex, ambiguous problems into clear, data backed, executable plans, and drive them independently
  • Able to communicate complex ideas, including AI and data insights, to executives, boards, and external stakeholders
  • Experience operating in fast paced, high growth environments with shifting priorities and tight deadlines
  • Executive ambition: sees this role as a path to a CRO or broader executive role, not an end point

 

Salary Range

$1,20,000.00 - $1,68,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Skills Required

  • Track record of hitting and exceeding sales targets and building operations to achieve them
  • Strong analytical and quantitative skills, including experience building and interpreting complex data models
  • Experience with Salesforce architecture, reporting, analytics, and AI- or automation-enabled platforms
  • Experience evaluating and deploying AI tools that improve forecasting, pipeline visibility, and sales representative productivity
  • Ability to break down complex, ambiguous problems into clear, data-backed, executable plans and drive them independently
  • Ability to communicate complex ideas, including AI and data insights, to executives, boards, and external stakeholders
  • Experience operating in fast-paced, high-growth environments with shifting priorities and tight deadlines
  • Executive ambition toward a Chief Revenue Officer or broader executive role

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Healthcare Strength Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
  • Retirement Support A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
  • Leave & Time Off Breadth Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
Learn more

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