Revenue Operations & Strategic Analyst, Farther
Wealth management platform
Be an early applicant
Wealth management platform
201-500 employees
Be an early applicant
201-500 employees
Company mission
To create comprehensive wealth management to ensure clients prosperity now, and far into the future.
Role
Who you are
- The ideal candidate will bring a combination of analytical rigor, technical skills, and business acumen to help us build scalable, efficient revenue processes
- 5-6 years of relevant experience, with a background in consulting or similar analytical roles
- Strong proficiency in SQL and experience working with complex datasets
- Experience analyzing sales funnels and revenue operations, preferably in fast-growing organizations
- Exceptional analytical skills with the ability to translate data into actionable business insights
- Experience working in cross-functional environments with multiple stakeholders
- Strong attention to detail with an engineer's mindset but business curiosity
- Excellent communication skills to effectively present findings to leadership
- Bachelor's degree in a quantitative field (Business, Economics, Computer Science, etc.)
Desirable
- Experience with Python or other programming languages for data analysis
- Previous experience in revenue operations at high-growth companies like Hubspot, Snowflake, Atlassian, or Ramp
- MBA or advanced degree in a relevant field
- Experience in financial services or wealth management
- Knowledge of BI tools like Tableau, Power BI, or Looker
- Understanding of CRM platforms and sales operations tools
- Experience working in organizations with complex sales structures
What the job involves
- We're seeking a data-driven Revenue Operations professional with a consulting mindset to join our Finance team
- In this role, you'll be responsible for analyzing our sales funnel, identifying optimization opportunities, and providing actionable insights to drive business growth
- Analyze sales funnel metrics using SQL and data visualization tools to identify bottlenecks and optimization opportunities
- Develop predictive models to forecast revenue and evaluate the impact of different variables on conversion rates
- Create comprehensive dashboards and reports to track key performance indicators across marketing, sales, and client acquisition
- Collaborate with cross-functional teams (Marketing, Sales, Finance) to implement data-driven improvements to the sales process
- Evaluate sales team performance and provide insights on effectiveness and efficiency
- Identify independent variables driving success in our sales process and provide recommendations to enhance results
- Support strategic decision-making by providing data-backed insights on revenue operations
- Help build and maintain robust data infrastructure to ensure accurate reporting and analysis
Our take
The Wealth Management market consists of two different segments, Financial Advisory and Digital Investment. Farther is looking to take clients' wealth “farther” by delivering both in its integrated service, alongside offering advisors the tools to earn and accelerate the growth of their books.
Through the platform, users can visualise and control every step of their financial transition, as well as access an advisor with the speciality that they need. Advisors in turn are able to use the same portal to streamline their service and reduce paperwork, so they can spend more time on customer interaction.
So far, Farther has shown impressive year-over-year growth and raised significant amounts of funding. The latest influx will be used to expand its advisor network and enhance its wealth management platform. The company has also announced its surpassed $5 billion in assets under management.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Oct 2024
$72m
SERIES C
Oct 2023
$31m
SERIES B
Total funding: $118m
Company benefits
- Opportunity to work with a talented team of professionals.
- Drive the success of a venture-backed, rapidly growing firm
Company HQ
World Trade Center, New York, NY
Leadership
Taylor Matthews
(Co-Founder & CEO)Also co-founded Essmart. Prior to this, worked as Head of Account Management, Customer Success and Business Operations at ForUsAll.
Bradley Genser
(Co-Founder & CTO)Previously a US Army Officer and VP at Goldman Sachs.
Salary benchmarks
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