Revenue Operations

• Obtain updates from leaders in the Private Equity practice on sales opportunities and projects, including new client accounts, project opportunities, pipeline stage, active projects, staffing assignments, utilization allocations, and project extensions.
• Update the applicable data fields in Salesforce and Kantata to ensure that the sales opportunities and projects are accurate, complete, and timely.
• Perform regular data quality checks, audits, and cleanups to ensure downstream reporting accuracy.
• Support system enhancements by assisting with testing, validation, and documentation.
• Identify recurring user issues or patterns and partner with the IT Team and senior RevOps team members on scalable solutions and improvements specific to the PE practice.
• Provide timely, thoughtful support to PE practice users, including troubleshooting issues, answering questions, and resolving data or access-related requests.
• Develop scalable and repeatable processes to ensure pipeline and project data is kept up to date as the practice continues to grow and scale.
• Surface trends, gaps, and data issues to the broader RevOps, IT, FP&A, and Staffing teams as well as to the leadership of the Private Equity practice.
• Work collaboratively with key stakeholders across the business to ensure the Private Equity practice pipeline and project data are kept timely and up to date.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Revenue Operations Associate – Private Equity

• Build, launch, and manage cold outreach using Instantly and Dripify.
• Manage sending domains, inboxes, and warm-up protocols to ensure high deliverability.
• Proactively monitor performance and fix bottlenecks before they impact results.
• Build hyper-targeted lead lists using Apollo.
• Use Clay and AI to clean, segment, and enrich data to a campaign-ready standard.
• Build and maintain automation workflows in n8n.
• Connect tools via API and webhooks without hand-holding.
• Build AI-assisted sequences and booking flows to streamline operations.
• Own pipelines and contact records in GoHighLevel (GHL).
• Provide weekly performance updates and flag issues proactively.

See all jobs on JobTailor

Revenue Operations Associate – Private Equity

GTM & Revenue Operations Specialist