Marketing - Revenue Operations Analyst

Responsibilities

Support day-to-day operations and drive revenue for the Go-To-Marketing organization using people, process, and technology.

Improve connectivity – provide communications, reporting, and systems integration.

Enhance collaboration – manage annual and project planning, execute projects, and achieve strategic objectives including lead yields and booking goals.

Elevate customer experience – use technology, automation, and training to deliver the best customer experience at every touchpoint.

Generate insights – leverage Marketing Automation, CRM data, and BI tools for actionable analytics.

Enablement – provide content and training that the GTM team needs to excel at all stages of the revenue process.

Qualifications

Math, Finance, Economics, or business degree – or extensive experience in revenue operations and enablement.

Monthly reporting and data analysis: prepare and deliver recurring monthly sales activity and deal reports, analyze trends, support leadership decision-making, and provide QBR decks.

Pipeline management: maintain pipeline integrity across all stages, validate data quality, forecast predictably, and address data inaccuracies.

Process & system documentation: develop and maintain clear documentation for business development processes and system (SFDC) configurations; create a training repository for end users.

Salesforce process optimization: evaluate and enhance Salesforce processes, implement best practices, troubleshoot issues, and collaborate cross-functionally.

Strategic projects and ad-hoc requests: support high-impact initiatives and deliver timely insights.

Technical expertise in Salesforce reporting, Excel, Tableau, and other analytical software.

1-3 years of proven success in go-to-market strategy and operations roles across revenue funnels.

Strong presentation, written and verbal communication skills, and ability to translate complex quantitative analysis into actionable insights.

Strong interpersonal, negotiation, conflict-resolution, and systematic problem-solving skills.

Self-starter interested in learning the industry and all relevant business units.

Benefits

Competitive pay and benefits with a large employer (over 1,600 employees nationwide).

401(k), health insurance, and a competitive benefits package.

Supportive, collaborative environment committed to professional excellence.

Opportunities for training, development, and long-term growth within the firm.

Tuition reimbursement for qualified expenses.

Equal Employment Opportunity

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.

Kestra Financial is an equal employment opportunity employer and prohibits 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.

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