Revenue Operations Associate – Advisor Business Development
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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About the role
- Own HubSpot CRM architecture—designing properties, pipelines, workflows, and automations that eliminate manual work
- Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
- Manage the operational flow of offers and contracts in partnership with HR and Finance
- Identify process bottlenecks and proactively implement solutions before being asked
- Serve as the connective tissue across Advisor Recruiting, HR, and other cross-functional partners
Requirements
- 2-4 years in sales operations, business operations, recruiting operations, or a high-performing coordinator/chief of staff role
- HubSpot experience strongly preferred—you know your way around workflows, reports, and CRM best practices
- Highly organized with exceptional attention to detail
- Proactive and resourceful—you see what needs to be done and do it without waiting to be asked
- Strong communicator who can work effectively with leadership and cross-functional teams
- Technically curious—comfortable learning new systems and leveraging tools like AI to work smarter
- Thrives in fast-paced environments where priorities shift and no two days look the same
Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
HubSpot CRMworkflowsreportsdashboardsautomationspipeline managementdata analysisprocess improvementcontract managementoffer management
Soft skills
highly organizedattention to detailproactiveresourcefulstrong communicatorcross-functional collaborationadaptabilityproblem-solvingtime managementinitiative