
11 - 50 funcionários
💼 Consultoria
🏥 Saúde
💸 Finanças
💰 $4.200.000 Seed Round em 2022-02
Consulting • Healthcare • Finance
A Addition Wealth é uma plataforma de bem-estar financeiro que oferece expertise financeira inclusiva e acessível para indivíduos. Empregadores confiam na empresa para capacitar seus colaboradores a tomar decisões financeiras informadas por meio de soluções personalizadas. Suas plataformas oferecem suporte em: • orçamento • poupança • benefícios corporativos • quitação de dívidas • planejamento de aposentadoria • suporte tributário • compra de imóveis • poupança para educação • compensação em equity Com uma abordagem tech-forward, a Addition Wealth disponibiliza ferramentas digitais que fornecem análises de cenários e de planejamento, permitindo que os colaboradores tomem medidas práticas rumo à saúde financeira. Os colaboradores têm acesso gratuito e ilimitado a assessores financeiros certificados para discutir qualquer tema financeiro, garantindo suporte abrangente para uma ampla gama de necessidades.
🕒 Março 16
🗽 New York – Remoto
💵 $120.000 - $170.000 / ano
⏰ Tempo Integral
🟡 Pleno
🟠 Sênior
💹 Operações de Receita (RevOps)
👻 Score fantasma 38%
🗣️🇺🇸🇬🇧 Inglês obrigatório
Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

11 - 50 funcionários
💼 Consultoria
🏥 Saúde
💸 Finanças
💰 $4.200.000 Seed Round em 2022-02
Consulting • Healthcare • Finance
A Addition Wealth é uma plataforma de bem-estar financeiro que oferece expertise financeira inclusiva e acessível para indivíduos. Empregadores confiam na empresa para capacitar seus colaboradores a tomar decisões financeiras informadas por meio de soluções personalizadas. Suas plataformas oferecem suporte em: • orçamento • poupança • benefícios corporativos • quitação de dívidas • planejamento de aposentadoria • suporte tributário • compra de imóveis • poupança para educação • compensação em equity Com uma abordagem tech-forward, a Addition Wealth disponibiliza ferramentas digitais que fornecem análises de cenários e de planejamento, permitindo que os colaboradores tomem medidas práticas rumo à saúde financeira. Os colaboradores têm acesso gratuito e ilimitado a assessores financeiros certificados para discutir qualquer tema financeiro, garantindo suporte abrangente para uma ampla gama de necessidades.
• Support CRM management, including pipeline tracking, data governance, and overall CRM hygiene, supporting sales and marketing • Build and maintain account and organizational maps for financial institution targets to support enterprise sales strategy and stakeholder engagement • Coordinate industry conferences and events in partnership with marketing, including prospect targeting, meeting scheduling, pre-event outreach, post-event follow-up, and pipeline tracking • Lead cross-functional project management for key go-to-market initiatives, coordinating across sales, marketing, and leadership to keep priorities on track, ensure clear ownership and follow-through, and drive timely execution against revenue goals. • Support pipeline reporting and forecasting for a range of internal stakeholders, ensuring accuracy and supporting the creation and iteration of materials • Review pipeline deals to identify the strategies, actions, and patterns behind successful outcomes and turn those insights into repeatable best practices. • Prepare and manage sales materials that support pipeline progression and deal conversion
• 5+ years of experience in enterprise sales revenue operations, sales operations, or go-to-market operations, particularly in the fintech or financial services industry. • Strong experience managing and maintaining CRM systems including pipeline management, reporting and data hygiene. • Demonstrated ability to leverage multiple sources to map complex enterprise organizations and support account-based sales strategies targeting financial institutions. • Experience preparing for industry conferences and events, including prospect identification, meeting scheduling, and post-event pipeline tracking. • Proven project management skills with the ability to lead cross-functional initiatives across sales, marketing and executive leadership. • Exceptional organizational skills with the ability to manage multiple initiatives and competing priorities in a fast-paced environment. • Detailed-oriented with strong communication skills and the ability to collaborate with senior leadership and executives.
• Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees • 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. • Work from anywhere: We're remote first with a home base in NY. • Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. • Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. • Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. • Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. • Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! • Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.
Candidatar-se🕒 Janeiro 13
Commercial leader owning revenue across a portfolio of real estate services and SaaS products. Enjoy closing complex B2B deals with autonomy, reporting to CEO.
🗣️🇺🇸🇬🇧 Inglês obrigatório