Marketing - Revenue Operations Analyst
Bluespring Wealth Partners, Tempe, AZ, United States
Locations: Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America; Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America
Job Description Posted Friday, March 13, 2026 at 6:00 AM
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
What you’ll Do Your goal will be to support day-to-day operations and drive revenue for the Go-To-Marketing organization. You will use people, process and technology to improve:
Connectivity – providing communications, reporting, and systems integration
Collaboration – annual and project planning, executing projects, and achieving strategic objectives, including lead yields and bookings goals
Customer Experience – Use technology, automation, and training to help provide our customers with the best possible experience at every touchpoint
Insights – using our Marketing Automation and CRM data and BI tools
Enablement – provide the content and training our GTM team needs to excel at every aspect of our revenue processes
What You Bring
Math, Finance, Economics, and business degrees required and/or extensive experience in revenue operations and enablement.
Monthly Reporting and Data Analysis - Own the preparation and delivery of recurring monthly reports around sales activity and deals, ensuring accuracy and actionable insights. Analyze trends across closed lead generation, deals, pipeline, and performance metrics to support leadership decision-making and identify opportunities for improvement. This includes both recurring monthly data packages as well as supporting QBR decks and other requests.
Pipeline Management - Monitor and maintain pipeline integrity across all stages (MQL to Post-Onboarding). Partner with Marketing and Sales leadership to validate data quality and provide accurate forecasting models that drive predictability and inform strategic planning. Follow up on data inaccuracies, helping hold individual contributors accountable to have accurate deal-level information. Review key data points on closed deals by validating contracts and other outliers within the pipeline.
Process & System Documentation - Develop and maintain clear documentation for business development processes, workflows, and system configurations (SFDC). Ensure all stakeholders have access to up-to-date resources that promote consistency and compliance across the organization. Create a repository of training materials for Business Development end users and cross-functional partners to run reports and gather data clearly.
Strategic Projects and Ad Hoc Requests - Support high-impact initiatives and special projects that advance revenue operations strategy. Respond to ad hoc analysis and reporting requests with agility, delivering insights that enable informed business decisions.
Extensive knowledge of Salesforce (its reporting and analytical capabilities and business requirements development), Excel, Tableau and other analytical software.
1-3 years of experience and proven success in go-to-market strategy and operations roles across the revenue funnels.
Strong presentation and communication skills (written and verbal). Ability to communicate advanced analytical concepts and complex quantitative analysis in a concise, clear, and actionable manner.
Strong interpersonal/negotiation skills, to include conflict resolution; demonstrated skills in systematic problem solving.
Self-starter who is interested in learning the industry and all relevant business units.
Internal Application Policy Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in their current role unless approved by EVP.
Benefits to support you
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Kestra Values Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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Job Description Posted Friday, March 13, 2026 at 6:00 AM
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
What you’ll Do Your goal will be to support day-to-day operations and drive revenue for the Go-To-Marketing organization. You will use people, process and technology to improve:
Connectivity – providing communications, reporting, and systems integration
Collaboration – annual and project planning, executing projects, and achieving strategic objectives, including lead yields and bookings goals
Customer Experience – Use technology, automation, and training to help provide our customers with the best possible experience at every touchpoint
Insights – using our Marketing Automation and CRM data and BI tools
Enablement – provide the content and training our GTM team needs to excel at every aspect of our revenue processes
What You Bring
Math, Finance, Economics, and business degrees required and/or extensive experience in revenue operations and enablement.
Monthly Reporting and Data Analysis - Own the preparation and delivery of recurring monthly reports around sales activity and deals, ensuring accuracy and actionable insights. Analyze trends across closed lead generation, deals, pipeline, and performance metrics to support leadership decision-making and identify opportunities for improvement. This includes both recurring monthly data packages as well as supporting QBR decks and other requests.
Pipeline Management - Monitor and maintain pipeline integrity across all stages (MQL to Post-Onboarding). Partner with Marketing and Sales leadership to validate data quality and provide accurate forecasting models that drive predictability and inform strategic planning. Follow up on data inaccuracies, helping hold individual contributors accountable to have accurate deal-level information. Review key data points on closed deals by validating contracts and other outliers within the pipeline.
Process & System Documentation - Develop and maintain clear documentation for business development processes, workflows, and system configurations (SFDC). Ensure all stakeholders have access to up-to-date resources that promote consistency and compliance across the organization. Create a repository of training materials for Business Development end users and cross-functional partners to run reports and gather data clearly.
Strategic Projects and Ad Hoc Requests - Support high-impact initiatives and special projects that advance revenue operations strategy. Respond to ad hoc analysis and reporting requests with agility, delivering insights that enable informed business decisions.
Extensive knowledge of Salesforce (its reporting and analytical capabilities and business requirements development), Excel, Tableau and other analytical software.
1-3 years of experience and proven success in go-to-market strategy and operations roles across the revenue funnels.
Strong presentation and communication skills (written and verbal). Ability to communicate advanced analytical concepts and complex quantitative analysis in a concise, clear, and actionable manner.
Strong interpersonal/negotiation skills, to include conflict resolution; demonstrated skills in systematic problem solving.
Self-starter who is interested in learning the industry and all relevant business units.
Internal Application Policy Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in their current role unless approved by EVP.
Benefits to support you
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Kestra Values Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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