Revenue Operations Manager
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Palo Alto office or New York, hybrid; all I-9 eligible candidates will be considered
Salary: $150,000β$180,000 base, plus bonus and equity eligibility
Company
provides an operating system for private markets, helping wealth advisors and their clients access, transact in, and manage private market investments.
What you will do
- Define and maintain pipeline stage gates, exit criteria, and funnel metrics across Capital Formation, Wealth Advisory Solutions, Platform Sales, renewals, and expansion.
- Build forecasting by product and sales motion, track accuracy against actuals, and roll results into company ARR forecasts.
- Monitor pipeline creation, velocity, conversion, call and meeting activity, and leading indicators for the CRO, CXO, CEO, and board.
- Create territory and account coverage reports and partner with the CRO on account ownership assignments and overlap resolution.
- Run aging reports, pipeline reviews, and action tracking while supporting Relationship Managers with targeting and client continuity.
- Partner with Finance on revenue recognition inputs, unit economics, and board- and investor-ready reporting.
Requirements
- 5+ years of experience in sales operations or revenue operations, preferably in an organization with multiple sales motions.
- Deep Salesforce expertise, including operational reporting, dashboards, data completeness, deduplication, and ownership management.
- Ability to serve as the source of truth for metrics used by executive leadership and the board.
- Strong attention to data hygiene combined with the ability to design forecasting processes and improve end-to-end sales operations.
- Must be eligible to work in the United States under I-9 requirements.
Nice to have
- Experience in fintech, wealth management, or private markets.
Culture & Benefits
- Fully hybrid work arrangement.
- Medical, dental, and vision coverage.
- 401(k) and responsible vacation time with PTO.
- Performance-based bonus and equity eligibility.
- Culture focused on client experience, continuous improvement, meritocracy, civil discourse, and technological change, including AI-assisted tools.
- Travel may be required for company offsites; a broadband internet connection is required.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β