Revenue Operations

• Own the onboarding operating system. Map and optimize the end-to-end advisor onboarding journey from signature to payout and expansion
• Unify data & tooling. Drive a single source of truth for post-sale data in Salesforce (and adjacent systems).
• Workflow automation. Build and maintain automations for document collection, task orchestration, status alerts, and milestone tracking (e.g., Salesforce flows + Make/n8n/Zapier).
• Contracting & payouts support. Partner with Deal Desk/Finance on CLM/CPQ workflows, compensation/payout accuracy, and exception handling; design guardrails that reduce rework.
• Capacity & queue management. Stand up simple, visible queues and dashboards for onboarding throughput, aging, and blockers; balance work across internal and external resources.
• Enablement & runbooks. Create playbooks, definitions of done, and “one-pager” how-tos so Onboarding and Advisor Success teams can move fast without creating process debt.
• Insights & reporting. Ship executive-ready dashboards highlighting impact of projects and initiatives
• Cross-functional glue. Run light cadences (weekly stand-up, monthly review) and drive decision logs so Finance, Legal, Compliance, and Advisor Success stay aligned.

Revenue Operations Manager

Director of Revenue Operations

Associate, Revenue Operations

Head of Revenue Operations

Senior Revenue Operations Manager