Enterprise Revenue Operations Manager, Addition Wealth
$120-170k
+ Equity
Financial wellness benefits for employees
Be an early applicant
Financial wellness benefits for employees
21-100 employees
Be an early applicant
$120-170k
+ Equity
21-100 employees
Company mission
To make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- 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
What the job involves
- We are looking for an Enterprise Revenue Operations Manager to support our go-to-market organization by aligning sales, marketing, and operations and bringing structure to the activities that drive revenue growth, including industry events, conferences, and client meetings
- Reporting to the Head of Business Development, this person will play a key role in supporting the sales cycle, improving scale and consistency across our go-to-market motion, mapping target accounts, identifying opportunities to leverage industry relationships, coordinating across internal stakeholders, and preparing presentations and materials for external engagements
- This is a high-impact role with the opportunity to strengthen go-to-market execution and support the company’s growth trajectory
- 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
Our take
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchasing a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
Building on this foundation, Addition Wealth's new AI-powered platform lets companies tailor financial wellness to their employees' needs. From guidance on students loans, retirement planning, or emergency savings to interactive courses and access to financial professionals, it make support practical and personal. And by combining education, tools, and human advice in one solution, it helps employees make smarter financial decisions while giving businesses a meaningful way to improve overall financial well-being.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company 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 wellness company, we want you to maximize your personal finances. This starts with great retirement plans and a match.
- Work from anywhere: We're remote first with a home base in NY. Work from home or cowork with nearby teammates—it’s up to you.
- 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 pros: Need help on your personal finances or taxes? Our financial professionals are available to you, always.
Company HQ
Flatiron District, New York, NY
Leadership
Ana Mahony
(Founder & CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
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