7 часов назад
Sales and Revenue Operations Technology, SVP - Private Wealth
176 250 - 250 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales and Revenue Operations Technology, SVP - Private Wealth (CRM/AI/Sales Operations): Owns CRM strategy, AI-enabled client conversation intelligence, and the end-to-end redesign of sales reporting and technology with an accent on data quality, platform migration, and adoption. Focus on re-architecting sales data flows, building executive-ready dashboards, managing legacy-platform delivery, and driving engineering across business and technology stakeholders.
Location: Miami, United States
Expected annual base salary: $176,250–$250,000, plus discretionary bonuses and potential equity or incentive compensation.
Company
is a global alternative asset manager, while Technology & Innovations builds systems that manage risk, improve efficiency, and support digital experiences across the firm and its investors.
What you will do
- Own the sales CRM strategy, including the data model, objects, workflows, automation, integrations, roadmap, and adoption.
- Lead the implementation and adoption of AI-powered meeting and client conversation intelligence capabilities.
- Rebuild sales reporting, metric definitions, pipeline and activity data, dashboards, and supporting data flows.
- Run business-as-usual support, delivery, and release management across the legacy stack while executing migration to new platforms.
- Translate business needs into specifications, MVPs, prioritized backlogs, and delivery plans in partnership with sales stakeholders and engineering leads.
- Establish data quality, CRM hygiene, governance, documentation, and cross-functional ways of working across Sales, Marketing, Operations, Data, and Technology.
Requirements
- 10+ years of experience in sales technology, revenue operations, CRM delivery, or business analytics.
- Bachelor’s or Master’s degree in Information Systems, Computer Science, Finance, Business Analytics, or a related field is preferred.
- Hands-on experience owning and configuring an enterprise CRM for a sales organization, including data models, automation, integrations, and adoption.
- Experience implementing AI-enabled meeting or conversation intelligence and rebuilding sales reporting from data pipelines through executive dashboards.
- Experience supporting a legacy platform while migrating to new platforms with minimal business disruption.
- Strong documentation, stakeholder management, decision-making, Agile, BI, data visualization, CRM, and cloud data warehouse skills.
Culture & Benefits
- Fast-paced, entrepreneurial technology environment with open, iterative design and rapid development.
- Active mentoring and opportunities to contribute from idea through implementation.
- Medical, dental, vision, and FSA benefits.
- Paid time off, life insurance, and a 401(k) plan.
- Discretionary bonuses and potential equity or other incentive compensation.
Hiring process
- Application requires completion of the online form, including all fields marked with a red asterisk.
- Certain client-facing activities may require securities licensing, subject to role-specific review.
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