Revenue Operations and Sales Enablement, Clear Street
$120-175k
+ Equity
4+ days a week in office
Modern infrastructure for capital markets
Open for applications
Modern infrastructure for capital markets
201-500 employees
Open for applications
$120-175k
+ Equity
4+ days a week in office
201-500 employees
Company mission
To rebuild the infrastructure that supports the capital markets, bringing them into the future.
Role
Who you are
- At least four (4) years of professional experience in sales & revenue operations and demand generation campaigning in high-growth environments, ideally within FinTech and/or Financial Services
- Bachelor Degree in Business, Marketing, Finance or related field
- Strong proficiency in Salesforce, marketing automation tools, and RevOps platforms
- Proven ability to design and optimize sales workflows and processes
- Familiarity with CRM systems and a deep understanding of pipeline management and revenue forecasting
- A track record of identifying and implementing technologies that significantly improve operational efficiency
- Analytical mindset with experience in forecasting, data modeling, and dashboard creation
- Analytical excellence with advanced Excel/Google Sheets skills; SQL and experience with analytics or data visualization tools (e.g., Tableau, Looker) are a plus
- Proficiency with Google Suite or Microsoft Office to create presentations and documents
- Excellent communication and collaboration skills to align cross-functional teams
- A self-starter mentality with a bias for action and ability to drive outcomes in a zero-to-one environment
- Strong organizational skills with an ability to manage multiple priorities and thrive in an ambiguous, fast-paced environment
- Experience with some financial instruments, i.e. Equities, Fixed Income, Listed Options, etc..
- Nimble, hungry, and adaptable, with a natural curiosity and eagerness to learn
- Collaborative and empathetic, thriving on the success of the team and the broader organization
- A strategic thinker who can also dive into the details and get things done
- Passion for AI, the creator economy, and leveraging technology to drive innovation
What the job involves
- We’re seeking a Revenue Operations & Sales Lead Generation Specialist to support and assist in driving efficiency in our go-to market (GTM) strategy by optimizing sales operations and pipeline growth.
- This role will support sales-driven lead generation efforts—focusing on outbound prospecting, account-based targeting, and pipeline conversion to warm, qualified leads. Additionally, you’ll streamline processes, manage the revenue tech stack, and ensure data integrity to accelerate revenue growth
- Develop and execute account-based sales campaigns, including outbound lead generation workflows in Groove, to engage and qualify potential customers
- Develop sales prospecting playbooks to improve conversion rates
- Ensure smooth handoff of warm leads to the sales team for deeper engagement
- Work closely with sales reps to refine messaging and outreach strategies
- Design and implement scalable workflows for lead management, pipeline tracking, and sales forecasting
- Improve lead routing, handoff processes, and sales execution efficiency
- Lead automation and integration projects across the entire GTM tech ecosystem to streamline operations
- Develop and maintain dashboards for real-time revenue insights
- Revenue Analytics & Performance Tracking
- Monitor key revenue metrics, including conversion rates, pipeline velocity, andquota attainment
- Own revenue forecasting models and provide actionable insights
- Ensure data accuracy and hygiene in CRM and GTM tools
- Manage and optimize Salesforce and integrated tools like Clari, Groove, LeanData, and ZoomInfo
- Automate workflows to increase efficiency and improve data flow across platforms
- Evaluate and implement new tools to enhance revenue operations
- Develop lead scoring models and account prioritization frameworks
- Support leadership with data-driven recommendations for revenue growth
- Own the corporate sales and revenue forecasting process end to end
- Synthesize data and collaborate with finance and executive leaders on impact and strategy
Our take
Clear Street is building up-to-date, cloud native infrastructure for capital markets, bringing clients faster and easier access to things like reporting, clearing, custody, and execution.
It’s been quite a rise to prominence for the New York based startup, which surpassed a billion dollar valuation in 2022 despite only launching in 2018. However, given the previous industry experience of its founders, Clear Street's success should come as no surprise. The trio built the platform as a remedy to their own pain points, missed opportunities, and lack of access to key data in the prime brokerage space.
With its Unicorn status secured and its list of clients growing, Clear Street is now gearing up for a period of rapid expansion, both geographically and across the financial services industry. Securing funding in 2023 from Prysm Capital, the company has money to play with as it continues to pursue better infrastructure for capital markets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
11% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Apr 2023
$270m
SERIES B
May 2022
$165m
SERIES B
Total funding: $470m
Company benefits
- 401k matching
- Full medical, dental and vision insurance
- Generous vacation time
- Opportunities for professional development
- In-office benefits include lunch stipends, fully stocked kitchens, happy hours, and amazing office views
Company HQ
World Trade Center, New York, NY
Leadership
Chris Pento
(CEO)Financial services & investment veteran with over 30 years in the sector. Worked in Senior Management & Executive roles at Merrill Lynch, Knight Capital, Arxis Capital, Exos Financial, and Engineers Gate LP, before co-founding Clear Street in 2018.
Sachin Kumar
(CTO)Former Pearl Rothman Software Engineer who has founded two previous FinTech companies - Tolo Technologies, and QED Trading.
Uriel Cohen
(Executive Chairman)Trader, investor, and founder of proprietary trading firm Highland Capital Group. Co-founded proprietary investment firm Alpine Global Management in 2012.
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