Envestnet is seeking a passionate and talented Revenue Operations Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Envestnet Revenue Enablement & Operations team’s mission is to empower the Go-To-Market Organization to achieve their goals by developing structures, processes, and procedures to increase sales productivity. The Revenue Operations Specialist is responsible for partnering with sales teams and other stakeholders to support the sales process through creating operational efficiency and best practices.
Job Responsibilities:
Participate in the development of sales team focused strategies that drive data quality and tool adoption.Collaborate with Revenue Enablement & Operations team members on the implementation of new procedures supporting the sales process.
Provide ongoing operational support for sales processes
Proactively monitors and strives to maintain high levels of data integrity and accuracy.
Work with marketing team to support sales campaigns, leads qualifications, and prospect list outreach.
Assist in monitoring standards for maintaining data in CRM.
Front-line support of sales team members, answering adhoc questions and impromptu training.
Drive improvements and provide recommendations on automation and workflow to improve existing processes and use of data.
Maintain a focus on continued improvement.
Responsible for process documentation and improvement.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications:
2+ years’ experience with sales or marketing organizations
Excellent customer service and communication skills
High attention to detail
Enjoys solving problems
Proficient with Microsoft Excel
Curiosity where every interaction is an opportunity to learn and improve
Demonstrates leadership qualities throughout work
Takes ownership of challenges and quality of deliverables
Preferred Qualifications:
Experience with data management2+ experience with CRM, Salesforce
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Be a member of a leading financial services and products innovation companyCompetitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Envestnet is an Equal Opportunity Employer.
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