Optimax Consulting

Future Partner Track | Delivery & Revenue Transformation Leader

Employment Type:
Fractional Leadership Engagement --> Full-Time Managing Director Path

This role is intentionally structured as an initial fractional leadership engagement. The successful candidate will work closely with Optimax leadership during the first 90 days to establish delivery ownership, build trust, and demonstrate the ability to scale client delivery operations.

Following a successful initial engagement, the role is expected to transition into a full-time

Managing Director position with expanded leadership responsibilities and long-term growth

opportunities.

Compensation: Initial Fractional Engagement

Expected commitment of approximately 20 hours per week during the first 90 days.

Compensation will be based on experience, expertise, and ability to operate at the executive

leadership level required for the role.

Following successful completion of the initial engagement, both parties will have the opportunity to transition into a full-time leadership role with expanded scope, compensation, and long-term growth opportunities.

About Optimax

Optimax is on a mission to become the most trusted Revenue Operations and Go-To-Market

Transformation consulting firm in North America.

Over the next three years, we are building toward a $50 million revenue business by helping B2B organizations modernize their revenue engines, unlock operational scale, and create predictable growth. Our clients range from venture-backed startups to established enterprises investing hundreds of thousands - and increasingly millions - of dollars into revenue transformation initiatives.

We believe the future belongs to firms that can bridge strategy, systems, data, process, AI, and execution. While many consultants provide recommendations, Optimax builds the operating systems that drive measurable business outcomes.

Our vision is to become the category leader in modern Revenue Transformation by combining world-class advisory services with deep technical execution. We help organizations align Sales, Marketing, Customer Success, Finance, and Operations around a single growth engine.

We are not looking for employees.

We are looking for builders, operators, and future leaders who want to help define the future of Revenue Operations consulting.

The Mission

Optimax has proven demand.

The next challenge is scaling delivery beyond the founder.

We are seeking a Managing Director, Revenue Transformation who can evolve into the operational leader of our delivery organization.

Your mission is to help transform Optimax from a founder-led consulting firm into a scalable

revenue transformation company capable of supporting enterprise clients, building repeatable methodologies, and developing future consulting talent.

Success in this role will be measured not only by client outcomes, but by your ability to help build a delivery organization that can scale without founder dependency.

You will initially lead complex client engagements while simultaneously helping build the systems, frameworks, methodologies, and team required to support Optimax's long-term growth.

Why This Role Is Structured This Way

We believe great partnerships are built through results, trust, and mutual alignment.

Rather than immediately filling a full-time executive position, we are intentionally beginning with a fractional leadership engagement that allows both Optimax and the successful candidate to validate fit, leadership style, and long-term potential.

The expectation is not to remain fractional indefinitely.

The expectation is to build toward a long-term leadership relationship as Optimax continues to scale.

For the right person, this role represents a clear path toward becoming one of the key leaders responsible for shaping the future of the company.

What You'll Own

Executive Client Leadership

• Serve as the primary strategic advisor across high-value client engagements.
• Build trusted relationships with CEOs, CROs, CMOs, Founders, Revenue Leaders, and Private
• Equity stakeholders.
• Lead executive workshops, planning sessions, business reviews, and transformation initiatives.
• Translate business objectives into scalable operational strategies.
• Present recommendations with executive-level confidence and clarity.
• Navigate complex stakeholder environments and drive organizational alignment.
• Own client outcomes and executive satisfaction.
  Revenue Transformation
• Lead end-to-end GTM transformation initiatives.
• Redesign lead-to-revenue and customer lifecycle processes.
• Build scalable operating models across Sales, Marketing, and Customer Success.
• Establish governance frameworks and accountability systems.
• Drive measurable improvements in revenue performance and operational efficiency.
• Help clients create sustainable growth systems that scale beyond individual contributors.

Systems Architecture & Technology Strategy

• Architect complex ecosystems across HubSpot, Salesforce, and adjacent technologies.
• Design CRM architectures, lifecycle frameworks, automation systems, and attribution models.
• Lead integration strategy across the revenue technology stack.
• Evaluate technology investments and platform decisions.
• Drive AI-enabled workflows and operational efficiencies.
• Translate business strategy into scalable technical architecture.

Revenue Intelligence & Analytics

• Build executive reporting frameworks tied to revenue outcomes.
• Design forecasting models and KPI systems.
• Create revenue intelligence frameworks that support executive decision-making.
• Establish measurement systems that improve visibility, accountability, and predictability.
• Help executive teams make data-driven growth decisions.

Delivery Leadership & Practice Building

• Lead multiple client engagements simultaneously.
• Manage scope, timelines, priorities, resources, and outcomes.
• Build and document Optimax delivery methodologies.
• Develop repeatable frameworks, implementation standards, and best practices.
• Manage delivery capacity planning.
• Mentor consultants, specialists, and future team members.
• Help recruit, onboard, and develop future delivery talent.
• Ensure exceptional client experiences and measurable business outcomes.

Firm Building

• Contribute to service offerings, frameworks, and intellectual property.
• Help define how Optimax scales from a consulting firm into a category leader.
• Support recruiting, onboarding, training, and mentorship initiatives.
• Participate in thought leadership and market positioning efforts.
• Influence strategy, operations, talent development, and long-term enterprise value creation.

90-Day Success Scorecard

Primary Objective

Prove the business can scale delivery beyond the founder.

Expected Outcomes

• Operate as the primary delivery leader across active engagements.
• Own executive relationships across the majority of client accounts.
• Manage delivery capacity planning and resource allocation.
• Identify and help recruit future delivery resources.
• Prepare the organization to absorb additional enterprise clients.

Key Performance Indicators

• 75%+ reduction in founder delivery involvement.
• 90%+ client retention across managed accounts.
• 70%+ gross margin across delivery engagements.
• Ability to onboard three additional enterprise clients without founder capacity becoming the bottleneck.
• Executive NPS of 8+/10 across managed accounts.

Year One Success Scorecard

• Founder removed from 80%+ of delivery activities.
• Delivery capacity doubled.
• 90%+ client retention.
• 70%+ delivery gross margin.
• Standardized delivery methodology fully documented.
• Delivery team expanded. Multiple six- and seven-figure engagements successfully delivered.
• Delivery infrastructure established to support the next stage of Optimax's growth.

Required Experience

• 8+ years of Revenue Operations, Sales Operations, Marketing Operations, GTM Strategy,
• Consulting, or Business Transformation experience.
• Proven experience leading complex business transformation initiatives.
• Deep expertise in HubSpot and Salesforce architecture.
• Strong understanding of modern B2B GTM operating models.
• Experience building forecasting, reporting, and revenue intelligence frameworks.
• Demonstrated success influencing executive stakeholders.
• Exceptional communication, facilitation, and presentation skills.
• Experience managing multiple priorities in fast-paced environments.
• Strong systems-thinking and problem-solving capabilities.
• Demonstrated ability to move from strategy to execution.

Preferred Experience

• Management consulting or advisory experience.
• Private Equity portfolio company experience.
• Enterprise SaaS experience.
• AI workflow design and implementation.
• Clay, GPT, AI agents, enrichment, and automation platforms.
• Experience with Outreach, Salesloft, Gong, ZoomInfo, Apollo, LeanData, Workato, Zapier, Make, and similar technologies.
• Revenue planning, territory design, compensation planning, and forecasting experience.
• Team leadership and people management experience.
• Experience leading enterprise-scale transformation programs.
• Experience building teams, methodologies, or operating functions.

Core Traits We Value

• Extreme ownership
• High agency
• Executive presence
• Systems thinking
• Bias toward action
• Operational excellence
• Intellectual curiosity
• Strong business judgment
• Coachability
• Humility
• Continuous improvement mindset

Who Thrives Here

You are not a consultant.

You are a builder.

You think in systems.

You enjoy creating organizations, not simply serving clients.

You can move from boardroom strategy conversations to operational execution without losing altitude.

You are equally comfortable presenting to a CEO as you are architecting a CRM ecosystem.

You care about outcomes more than recommendations.

You want to build something significant.

Why Join Optimax

This is not an opportunity to join a consulting firm.

This is an opportunity to help build a category-defining company.

You will directly influence:

• Strategy
• Delivery
• Talent
• Methodology
• Market positioning
• Operational scale
• Long-term enterprise value

You will work directly with executive leadership and have a meaningful voice in how the company grows.

For the right person, this is not a job.

It is a platform.

If you are looking for a role where you simply execute tasks, this is not it.

If you are excited by building systems, solving complex business problems, advising executives, developing future talent, and helping create the next generation of revenue organizations, we would love to meet you.