CFA Institute
Senior Director, Business Management, Strategy & Revenue Operations, Institutional Solutions
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# Senior Director, Business Management, Strategy & Revenue Operations Institutional Solutions – CFA Institute
We need you to build the commercial operating foundations for our growing B2B business.
About the Role
At CFA Institute, we are establishing the B2B commercial foundations for our Institutional Solutions division. In this build role, you will define the early-stage Revenue Operations (RevOps) architecture, turning ambivalent concepts into structured models.
As Senior Director, you will:
- Design and structure directa global institutional relationship models
- Formulate governance, control systems, and team resilience for a growing ** المؤسسة النامية**
- Set permissions crucial for scalability—customer segmentation, opportunity definitions, sales effectiveness, virtue disciplines, pipeline management, and financial accounting.
You won’t just refresh existing systems. You’ll build the first blocks—ensuring: efficiency, scalability, and structural adaptability as markets expand.
What You’ll Do
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Design and operationalise foundational RevOps for compliance:
- Customer segmentation frameworks
- Sales playbooks and behaviour cues
- Pipeline management and forecasting discipline
- Revenue management infrastructure
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Translate division strategy into practical execution plans, including scalable governance models, tactically aligned CXO services, and analytical expenditure.
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Steer commercial enablement with essential structures:
- Sales compensation concepts
- Revenue recognition guidelines
- Alignment between sales, marketing, and financing terms
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Handle broad stakeholder ranges:
- Present RevOps to Senior Leadership, bridging:
- Finance (forgoals, budgetary alignment)
- People & Culture (compensation models, equitable outcomes)
- Legal (compliance, agreements)
- Present RevOps to Senior Leadership, bridging:
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Collectively influence patterns that support greater results.
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- Tune RevOps as people mature: evolve from tribal insights and improvisational scales to rigour-based operation, ensuring scaling and consistency.
What We’re Looking For
We’re seeking bold operators with track records in constructing commercial functions. Your skillset should demonstrate evidenced hard or visible proficiency in:
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B2B Revenue Operations (preferably in: SaaS • Fintech • Education • Professional Services learning), with hands-on experience solving scaling challenges: - se gmentation and opportunity prioritisation - Pipeline analytics & forecasting fidelity - Sales comparison and buy-in mechanisms - Commercial capability alignment
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Confident execution of strategy-to-outcome transitions, transforming ambiguous commercial needs into prioritized plans, and deliverable deployments.
- Show demonstrable"state change" output.
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Global strategic awareness able to navigate how local norms, currency mentality, or jurisdictions impact commercial execution decisions.
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Stakeholder stage capacity to sway strategy in Finance, Legal, HR, marketing, CX trends and senior leadership realms.
Leadership credential defining the are of building yours:
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Take full accountability over gap assessments, capability decisions.
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Front an ability to grow these gaps organically.
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Self-starter mentality. Noting that foundations might be uncertain, you experience pride in owning unsolved imperative tasks.
Why Join Us
- Contribute the "adjacent-missing" block to one of the most critical infra moments in the CFA Institute’s institutional transformation.
- Lead a zero-to-one Revenue Operations redefine (backed by a globally recognised authority).
- Influence directly alongside the Managing Director and our commercial ecosystem on business alignment, execute discipline, and scaling impact.
- Be challenged by our Team’s open culture of Sense & Respond — Define problems as others describe them, turn ideas into product and execution.
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Comited to Transparency: Salary is based on balanced judgment of experience, education, and position-specific benchmarking.
Additional Benefits
- Annual bonus eligible to regular salary.
- 12% employer pension contribution.
- Medical benefits package AFM/FSA/WFH flexible coverage.
About CFA Institute
CFA Institute is the global hub for investment excellence and ethical standards. Our 200k+ Charterholders in 25 regions drive career advancement, cultivate ethics alignment in finance and trading.
Join a purposeful journey of investing objectively and stretch markets.
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Important Message
Your application should transparent explicitly reflect your fit (education, know-how).
CFA Inst. Is DEI-certified for chance/away differences.
Accessibility Notice
If you require assistance with application due to imness reasons, can reach out: TAHelpdesk@cfainstitute.org
Equal Opportunity Employer
CFA Institute confirms no discrimination or hostility via: gender identity, religion, affiliation, racial origin, age, or disability. These practice comprehensive access both across organizational and recruitment-board realities. Global commitments apply regardless of geographic location.
If you need employment adjustments at any stage, notify via TAHelpdesk@cfainstitute.org.
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