Revenue and Sales Operations Manager, YieldStreet
$100-115k
Compensation package includes bonus and equity
2+ days a week in office
Private market investment platform
Job no longer available
Private market investment platform
201-500 employees
Job no longer available
$100-115k
Compensation package includes bonus and equity
2+ days a week in office
201-500 employees
Company mission
To make it easier than ever to get started with private market alternatives.
Role
Who you are
- Bachelor’s Degree
- 3-5+ years of relevant experience in sales operations, revenue operations or as a business analyst
- Advanced Excel, PowerPoint, Google sheets and Google slides skills
- Experience with Salesforce CRM
- Comfortable analyzing large data sets and using insights to make informed decisions
- Familiarity with sales concepts and metrics
- Understanding of basic financial principles and terminology
- Excellent organization and follow up skills
- Ability to thrive in a dynamic and fast paced startup environment
- Intellectual curiosity and a willingness to learn
- This role is ideal for someone who enjoys working with data, has strong analytical skills, and is eager to contribute to the success of a fast growing sales team
Desirable
- Previous financial services experience
- Knowledge of private markets
- Prior experience in sales
- Familiarity with data visualization tools (Looker, Tableau, Power BI, etc.)
- Presentation Skills
What the job involves
- Yieldstreet is growing a world class go-to-market sales organization and is looking for a Revenue and Sales Operations Manager to help support this growing business unit
- You will lead the efforts to help to build increased revenue, increased efficiencies and improved processes across the team
- In this role you will work closely with stakeholders to analyze data, develop insights, and implement strategies that support firm objectives
- What you'll do:
- Lead efforts to define & build revenue & sales operations team
- Support pricing & revenue optimizations through analysis & competitive intelligence. Examples include, revenue per client, per investment vehicle, per investment opportunity, per sales activity
- Partner with the Data Team to improve sales & revenue forecasting, syndications velocities and additional performance analyses
- Lead efforts to support our relationship management & client support teams coverage models, flows and all process enhancements
- Own & support all technology & services related to sales operations, including SaleForce, Groove, Ask Nicely and more
- Create, document & implement new operating procedures and process improvements
- Build & identify, with support from compliance team, all infrastructure required to operate compliantly under regulatory regime
Our take
Open banking and other innovations within the financial sector have seen a rise in Fintechs providing mobile investment platforms for individual non-specialist investors. However, investment options are limited to stocks, cryptocurrency, NFTs, options and index funds, whereas investment institutions and professional investors can access alternative private retail markets.
YieldStreet provides a private market investment platform that is accessible to anyone, allowing its users to invest in real estate, private equity, venture capital, and other markets. The company claims that its investment offerings present greater opportunities for generating income and diversifying portfolios, and each asset class is reviewed and analyzed by in-house investment professionals.
Whilst there is no denying that the investment sector is highly saturated with mobile platforms, YieldStreet stands out by providing private market investment offerings, as opposed to standard commercial opportunities. And with recent acquisitions, YieldStreet is further expanding its reach in private markets. Its collaboration with Wilshire Advisors offers institutional-grade investment solutions, while its $280M deal with Octane diversifies its portfolio. These moves reinforce YieldStreet's commitment to broadening access to high-quality investments.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Jul 2025
$77m
LATE VC
Jun 2025
$45m
SERIES D
Total funding: $354.2m
Company benefits
- Health and wellness: We offer competitive medical, dental, and vision coverage, paid parental leave, a wellness stipend, 401(k) match, and more
- Flexible vacation: We offer a flexible vacation policy so you can take the time you need to recharge
- Hybrid workplace: most teams work from an office three days a week. We end work early on Fridays in the summer to get a jump start on the weekend
Company HQ
Midtown East, New York, NY
Salary benchmarks
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