Head of Revenue Operations
WFA Digital Insight
The demand for skilled revenue operations leaders has grown significantly, with a 25% increase in job postings in the last year alone. As the remote job market continues to evolve, companies like Float are looking for experts who can drive predictable and scalable growth. With the Canadian fintech industry expected to reach
Job Description
About the Role
The Head of Revenue Operations at Float will be responsible for leading the systems, processes, and insights that support the company's revenue engine across Sales, Marketing, Customer Success, and Finance. This is a highly strategic and cross-functional role that requires strong leadership and communication skills. The successful candidate will partner closely with senior leadership to drive revenue planning, forecasting, and performance management.As a key member of the Float team, the Head of Revenue Operations will be responsible for ensuring the business has the data, infrastructure, and operational processes required to support predictable and scalable growth. This will involve working closely with various stakeholders, including sales, marketing, and customer success teams, to design and optimize scalable revenue processes across the full customer lifecycle.
Float is a customer-obsessed, passionate, and entrepreneurial company with a team that includes leaders from Uber, Shopify, Top Hat, TouchBistro, Bill, Stripe, and Ada. The company is committed to creating a culture based on feedback, where every team member has a voice and is encouraged to share their thoughts and opinions.
What You Will Do
- Lead integrated revenue planning, connecting company targets with actionable, segment-level plans across SMB and mid-market to support predictable and achievable growth
- Build and maintain reporting frameworks that provide leadership with clear, real-time visibility into key metrics, including revenue performance, TPV performance, pipeline health, CAC, LTV, conversion, retention, and expansion
- Design and optimize scalable revenue processes across the full customer lifecycle — from lead routing and qualification through to close, activation, and customer success
- Translate complex, usage-driven data into clear insights and recommendations, including cohort performance, payback periods, and unit economics, and communicate these effectively to leadership
- Own and evolve the revenue technology stack (CRM, sales engagement, BI, enrichment, attribution), ensuring strong data integrity, effective tooling, and high productivity across revenue teams
- Apply AI and machine learning techniques to drive revenue growth and improve operational efficiency
- Collaborate with cross-functional teams to drive alignment and execution of revenue goals
- Develop and manage key performance indicators (KPIs) and metrics to measure revenue growth and operational efficiency
- Provide data-driven insights and recommendations to senior leadership to inform strategic decisions
What We Are Looking For
- 5+ years of experience in revenue operations, sales operations, or a related field
- Strong experience with GTM, HubSpot, and Salesforce
- Excellent communication and leadership skills
- Ability to drive revenue growth and improve operational efficiency
- Strong analytical and problem-solving skills
- Experience working with cross-functional teams, including sales, marketing, and customer success
- Knowledge of AI and machine learning techniques and their application in revenue operations
- Strong understanding of data-driven decision making and metrics-driven management
- Experience with CRM, sales engagement, BI, enrichment, and attribution tools
Nice to Have
- Experience working in the fintech industry
- Knowledge of Canadian business finance and regulations
- Experience with agile development methodologies
- Certification in revenue operations or a related field
- Experience working with remote teams and managing distributed workflows
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a fast-growing and innovative company
- Collaborative and dynamic work environment
- Professional development and growth opportunities
- Access to cutting-edge technology and tools
- Flexible work arrangements, including remote work options
- Comprehensive health and wellness package
- Generous vacation and paid time off policy
- Employee stock option plan
How to Stand Out
- Tip: Make sure to showcase your experience with GTM, HubSpot, and Salesforce in your application, as these skills are highly valued by the hiring team.
- To stand out, highlight your ability to drive revenue growth and improve operational efficiency in your previous roles.
- Be prepared to discuss your experience working with cross-functional teams and your ability to communicate complex data insights to senior leadership.
- Consider including examples of your experience with AI and machine learning techniques in your application.
- When negotiating salary, be sure to research the market rate for revenue operations roles in the fintech industry and be prepared to discuss your expectations.
- Red flag: If the company is not willing to provide a clear understanding of the revenue operations team's goals and objectives, it may be a sign of a lack of alignment or unclear expectations.
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