Note: The job is a remote job and is open to candidates in USA. Addition Wealth is on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. The Enterprise Revenue Operations Manager will support the go-to-market organization by aligning sales, marketing, and operations to drive revenue growth and improve go-to-market execution.
Responsibilities
- 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
Skills
- 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.
Company Overview