Revenue Operations Manager

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🔥 2 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $110k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💹 Revenue Operations

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REDW Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1997

💸 Finance

🤝 B2B

Finance • B2B

REDW Wealth Management is the wealth management and SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. REDW Advisors & CPAs provides integrated advisory services including financial advising, accounting, tax, valuation, wealth management, corporate finance, cybersecurity, HR consulting, forensic and investigative services, business valuation, audit & assurance, tax services, and advisory for Tribal Nations and other clients. REDW Wealth offers financial planning, wealth management, fee-only fiduciary advisory services, Social Security guidance, and retirement planning; it supports private clients and employer-sponsored retirement plan services. REDW serves national and international clients with multiple offices in the U. S. and emphasizes tailored, integrated financial and tax strategies.

📋 Description

• Lead and optimize REDW's revenue operations strategy • Champion our HubSpot platform to maximize tools, adoption and integration. • Build dashboards and reporting models that provide leadership with actionable insights. • Work with Marketing and Sales to optimize lead management, pipeline processes, automations, and operational workflows. • Drive data quality, governance, and visibility across the client lifecycle. • Work with external vendors for project support as needed to integrate our systems and communications. • Deliver front line CRM support while championing user adoption and process consistency. • Partner with executive leaders to identify opportunities that improve growth, efficiency, client acquisition, and ongoing success. • Help scale the systems and processes that support REDW's next phase of growth.

🎯 Requirements

• 5+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, or+ CRM Administration. • 2+ years of management experience. • Preferred: HubSpot Administration Certification. • Strong understanding of sales operations, pipelines, forecasting, and reporting. • Experience with integrations, workflow automations, data management, and AI. • Demonstrated success in building and managing sales/marketing systems and processes. • Proven success leading projects and collaborating across multiple departments. • Strong communication skills and the confidence to work with leaders at all levels of the organization.

🏖️ Benefits

• Medical, dental, vision, life, disability • 401(k) with match • HSA and FSA options • Flexible PTO + 10 holidays • Monthly wellness reimbursement • Learning platform + credential support • Ongoing development resources • $150 annual WFH allowance • Tech provided • Award-winning workplace • Strong focus on collaboration and inclusion