Enterprise Revenue Operations Manager

Job not on LinkedIn

🕒 March 16

🗽 New York – Remote

🗽 New York – Remote

💵 $120k - $170k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💹 Revenue Operations

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Addition Wealth

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🧘 Wellness

💰 $4.2M Seed Round on 2022-02

Finance • Fintech • Wellness

Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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.