Can you build the commercial operating foundations for a growing B2B business? Do you know what strong Revenue Operations looks like before the systems, processes and rhythms are fully mature? Are you at your best when strategy, execution, governance and stakeholder influence all need to come together?

At CFA Institute, we are building the B2B commercial foundations for Institutional Solutions. As Senior Director, Business Management, Strategy & Revenue Operations, Institutional Solutions, you will help shape how we define, manage and scale direct institutional relationships, bringing structure to a growing global commercial motion.

This is a build role. You will not simply inherit a fully mature operating model. You will help design the foundations: customer segmentation, opportunity definitions, pipeline discipline, forecasting, revenue management, sales playbooks, governance and the future shape of the RevOps function.

What You’ll Do