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We are looking for a Revenue Operations Associate to help us expand the RevOps function at Vestwell! Reporting to the Revenue Operations Sr. Manager, you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team. As a Senior Associate, Revenue Operations (RevOps), you will serve as a strategic, individual contributor responsible for optimizing systems, processes, and analytics that support Vestwell’s Go-To-Market (GTM) teams. This role requires independent judgment, cross-functional collaboration, and the ability to translate complex data into actionable insights that drive efficiency, scalability, and business outcomes.
Job Responsibility:
Reporting & Analytics: Generate on-demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams
Process & Systems Optimization: Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency
RevOps Administration: Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems
Cross-Functional Collaboration: Partner closely with Sales, Marketing, Product, and other stakeholders to align RevOps initiatives with business goals
System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms
Territory & Automation Tools: Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation solutions to support GTM effectiveness
Continuous Improvement: Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems
Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes
High-Growth Mindset: Thrive in a fast-paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results-oriented approach
Requirements:
2-4 years of experience in Revenue Operations, Sales Operations or a related analytical or technical role
Strong proficiency in Salesforce (admin-level knowledge preferred), Excel/Google Sheets (e.g. using pivot tables and VLOOKUPs)
Ability to analyze complex datasets and present insights in a clear, actionable manner
Passionate about identifying inefficiencies and implementing scalable solutions
Excellent interpersonal, verbal and written communication skills with the ability to work cross-functionally
Comfortable working in a fast-paced, start-up environment
Exceptional analytical and detail-oriented aptitude
a high degree of accuracy is required
Ability to manage time effectively, set priorities, and meet deadlines
Familiarity with sales automation or GTM tools (Salesforce Territories, Maps, Salesloft, Outreach, Hubspot, LeanData, ZoomInfo, RingLead, or similar)
Knowledge of Top-of-funnel and best practices, ability to build and maintain workflows
Nice to have:
Experience in B2B SaaS or FinTech companies is preferred
Salesforce or Revenue Operations related certifications is a strong plus
Experience using BI tools (Tableau, Looker, or similar)
Experience using ticketing systems like Jira or similar, working in a sprint/deployment system or similar environment
Thrives in a dynamic startup environment with a proactive attitude
What we offer:
Competitive health coverage
Generous vacation offering
Hybrid office policy
Great 401(k) plan
Eligible to participate in the Company Bonus Pool
Eligible to receive new hire equity in the Company