Compound
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
Revenue Operations
September 4
Compound
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
📋 Description
• Builder/doer role: switch between strategy and hands-on execution to design systems, streamline processes, and surface insights that drive growth • Build, implement, and continuously improve Marketing, Sales and Service systems and tools • Design and document Marketing, Sales and Service processes; keep them current and usable • Train and partner with Sales/Service teams to operate those processes effectively • Develop dashboards and reporting; provide proactive insights on performance • Work with Marketing, Sales, Finance, Engineering/Product/Design and others to define, develop, and implement metrics • Lead and support ad hoc and longer-range go-to-market strategy and operations projects • Collaborate cross-functionally to ensure data quality and availability • Identify opportunities to streamline revenue operations and deepen understanding of business dynamics • Execute content marketing requests tied to sales enablement and revenue workflows
🎯 Requirements
• 3+ years in Sales, Customer Service/Success, Revenue Operations, Investment Banking, or Consulting • Experience in a startup or growth-stage technology company • Advanced Excel skills • Proven success using AI tools to scale revenue operations • Experience building in Salesforce • Experience building in Hubspot CRM • Experience building in Customer.io • Experience building in Default • Experience building in Ad platforms • Strong proficiency in SQL and BI tools (e.g., Tableau, Mode)
🏖️ Benefits
• Remote work • Close collaboration with high-performing cross-functional team
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