Revenue Operations Manager - New Frontier Advisors

Responsibilities

• Maintain and improve CRM architecture, workflows, pipeline stages, lifecycle definitions, and reporting.
• Establish consistent pipeline governance, opportunity tracking, forecasting, and funnel reporting.
• Build executive dashboards and KPI reporting for leadership visibility across revenue generation activities.
• Ensure clean data management and integrity across systems.
• Serve as the primary administrator for HubSpot and related revenue operations systems, designing workflows, automation, lead routing, and integrations.
• Support execution and measurement of marketing campaigns, advisor outreach initiatives, and manage campaign tracking and attribution reporting.
• Support the enterprise sales and advisor engagement process through operational coordination and reporting, assist with proposal workflows, and improve sales process consistency.

Requirements

• 5+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Operations, or a related operational role, preferably within B2B SaaS, fintech, wealth management, or enterprise platform businesses.
• Strong hands-on experience with CRM systems, particularly HubSpot.
• Experience in building reporting frameworks, dashboards, and operational workflows.
• Strong analytical, organizational, and process management skills.
• The ability to operate in a fast-moving, evolving environment with ambiguity and changing priorities.
• Strong written and verbal communication skills.
• Familiarity with financial services, investment management, or wealth technology is strongly preferred.
• A builder mentality, systems thinking, strong sense of accountability, and follow-through.