Responsibilities

• Connectivity – providing communications, reporting, and systems integration
• Collaboration – annual and project planning, executing projects, and achieving strategic objectives, including lead yields and bookings goals
• Customer Experience – Use technology, automatio,n and training to help provide our customers with the best possible experience at every touchpoint
• Insights – using our Marketing Automation and CRM data and BI tools
• Enablement – provide the content and training our GTM team needs to excel at every aspect of our revenue processes

Requirements

• Math, Finance, Economics, and business degrees required and/or extensive experience in revenue operations and enablement.
• Monthly Reporting and Data Analysis - Own the preparation and delivery of recurring monthly reports around sales activity and deals, ensuring accuracy and actionable insights. Analyze trends across closed lead generation, deals, pipeline, and performance metrics to support leadership decision-making and identify opportunities for improvement. This includes both recurring monthly data packages as well as supporting QBR decks and other requests.
• Pipeline Management - Monitor and maintain pipeline integrity across all stages (MQL to Post-Onboarding). Partner with Marketing and Sales leadership to validate data quality and provide accurate forecasting models that drive predictability and inform strategic planning. Additionally, this role will follow up on data inaccuracies, helping hold individual contributors accountable to have accurate deal-level information. This will be done by reviewing key data points on closed deals by validating contracts and other outliers within the pipeline.
• Process & System Documentation - Develop and maintain clear documentation for business development processes, workflows, and system (SFDC) configurations. Ensure all stakeholders have access to up-to-date resources that promote consistency and compliance across the organization. This will result in creating a repository of training materials for Business Development end users, as well as cross-functional partners to run reports and gather data in a clear manner.
• Salesforce Process Optimization - Evaluate and enhance Salesforce processes to improve efficiency and data accuracy. Implement best practices, troubleshoot issues, and collaborate with cross-functional teams to optimize system usage and adoption.
• Strategic Projects and Ad Hoc Requests - Support high-impact initiatives and special projects that advance revenue operations strategy. Respond to ad hoc analysis and reporting requests with agility, delivering insights that enable informed business decisions.
• Extensive knowledge of Salesforce (its reporting and analytical capabilities and business requirements development), Excel, Tableau and other analytical software
• 1-3 years of experience and proven success in go-to-market strategy and operations roles across the revenue funnels.
• Strong presentation and communication skills (written and verbal). Ability to communicate advanced analytical concepts and complex quantitative analysis in a concise, clear, and actionable manner.
• Strong interpersonal/negotiation skills, to include conflict resolution; demonstrated skills in systematic problem solving.
• Self-starter who is interested in learning the industry and all relevant business units.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
• Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.