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Enterprise Revenue Operations Manager

1 month, 4 weeks ago
United States
Full-time
Senior
Sales Operations
Sales and Business Development
CRM
Apply Now
Addition Wealth

Addition Wealth

Addition Wealth provides a holistic financial wellness platform that offers personalized financial insights and unlimited access to certified financial advisors, empowering employees to make informed financial decisions with confidence.

Capital Markets
11-50
$4M raised
View All Jobs 14

Description

  • Support CRM management, including pipeline tracking, data governance, and CRM hygiene for sales and marketing.
  • Build and maintain account and organizational maps for financial institution targets to support enterprise sales strategy.
  • Coordinate industry conferences and events, including prospect targeting, meeting scheduling, pre-event outreach, post-event follow-up, and pipeline tracking.
  • Lead cross-functional project management for go-to-market initiatives across sales, marketing, and leadership.
  • Support pipeline reporting and forecasting for internal stakeholders and help create and iterate related materials.
  • Review pipeline deals to identify success patterns and convert them into repeatable best practices.
  • Prepare and manage sales materials that support pipeline progression and deal conversion.
  • Coordinate with internal stakeholders to keep priorities on track and drive timely execution against revenue goals.

Requirements

  • 5+ years of experience in enterprise revenue operations, sales operations, or go-to-market operations.
  • Experience in fintech or financial services is strongly preferred.
  • Strong experience managing CRM systems, including pipeline management, reporting, and data hygiene.
  • Demonstrated ability to map complex enterprise organizations using multiple sources and support account-based sales strategies.
  • Experience preparing for industry conferences and events, including prospect identification, meeting scheduling, and post-event pipeline tracking.
  • Proven project management skills leading 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.
  • Strong communication skills and ability to collaborate with senior leadership and executives.
  • Detail-oriented approach to work.
  • Location context: New York, NY; remote-first role with a home base in NY.

Benefits

  • Competitive salary of $120,000 - $170,000 per year.
  • 401(k) plan with employer match.
  • Remote-first work environment with a home base in New York.
  • Health insurance and wellness benefits, including dental, vision, and healthcare FSA.
  • Equity compensation through an employee-friendly equity plan.
  • Generous paid parental leave.
  • Unlimited vacation plus company holidays.
  • Unlimited access to financial professionals for personal financial advice and tax support.

Interested in this position?

Apply directly on the company website

Apply Now

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