Helping advisors grow their business through extraordinary marketing.
Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media
201 - 500
💰 Series A on 2016-08
April 24
Helping advisors grow their business through extraordinary marketing.
Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media
201 - 500
💰 Series A on 2016-08
• Fine-tuning and detailing requirements within the RevOps team ClickUp board • Prioritizing the backlog based on strategic objectives and team capacities • Coordinating releases to ensure a smooth transition and minimal disruptions • Creating accurate and helpful internal resources for process and system changes • Orchestrating org readiness for releases to ensure internal stakeholders are prepared and trained • Reporting on RevOps bandwidth and productivity metrics to track progress and identify areas for improvement
• Excellent Communication Skills: Effectively convey information and instructions within the team and across stakeholders • Innate Ability to Organize Chaos: Structure and manage complex information and tasks within a dynamic environment • Proven Success Managing Multiple Concurrent Projects: Handle various projects simultaneously and adapt to changing priorities • Great Attitude Around Change: Positive outlook and flexibility in embracing changes and evolving requirements • Basic Internal Revenue Systems Knowledge: Understand internal revenue systems such as CRM, marketing and sales software, billing systems, and revenue reporting tools
• Generous paid Holiday schedule with a paid Winter Holiday Shutdown week • Comprehensive paid time off policies including vacation, sick, parental, and bereavement leave • Robust Insurance Plan including: Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA), Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage, Company-paid Short & Long Term Disability coverage, Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • Employee Events Committee that plans fun in-person and virtual events • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement • Work computer equipment is provided to help you succeed :)
Apply NowApril 24
201 - 500
🇺🇸 United States – Remote
💰 $30M Private Equity Round on 2017-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Operations
🗽 H1B Visa Sponsor
April 20
51 - 200