Revenue Operations Specialist

Location: Remote, USA (EST hours preferred)

Wealthbox, a maker of CRM software for financial advisors, is seeking a Revenue Operations Specialist. This role is responsible for Marketing and Sales data and reporting in our internal CRM system. You’ll be part of a team that’s focused on driving new revenue and increasing brand presence for Wealthbox in the financial advisor community.


A typical day might include campaign attribution reporting, updating some landing page form logic, or preparing a contact list for our Sales team’s outreach. The Revenue Operations Specialist will work directly with the Wealthbox Marketing and Sales teams, and will be instrumental in the success of Wealthbox marketing and revenue initiatives.



  • Manage our Sales and Marketing data in Salesforce and Salesforce Marketing Cloud.
  • Oversee the lead management process, ensuring Marketing leads are passed to Sales at the correct time(s) in the lead lifecycle.
  • Help with Wealthbox email marketing – including nurture programs, event invitations, customer newsletters, etc.
  • Build and maintain Salesforce Reports and Dashboards to help us understand how Wealthbox is performing against our Sales and Marketing goals, as well as how we’re projected to perform in the future.
  • Identify gaps in our Marketing and Sales processes and tech stack, and partner with other Wealthbox teams (Finance, Engineering, etc.) to help us resolve those gaps.


Desired Skills & Experience

  • At least 2 years of revenue operations, sales operations, or marketing operations experience using Salesforce as a CRM.
  • Proficiency with Microsoft Excel, including data entry, formulas/functions, pivot tables, and macros.
  • Proficiency with SQL and HTML.
  • Exceptional attention to detail and time management skills.
  • Excited to work in a high-energy, collaborative, high-growth environment.


Work Schedule

  • Weekdays, during business hours.
  • No travel required.



  • Competitive compensation
  • Comprehensive health plan coverage
  • 401k plan
  • Paid time off


Interested? Email us a note with your resume and a link to your Linkedin profile to


Apply Now

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