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About the Role

The Revenue Operations Specialist will support all Business Development organizations, acting as a trusted advisor to the Business Development teams of Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners. This role provides key support to Business Development, Marketing, Finance, and executive management, enabling sales organization success by prioritizing and managing key activities and representing the sales teams' perspective.

Responsibilities

Support day-to-day operations and drive revenue for the Go-To-Marketing organization using people, process, and technology.
Improve connectivity by providing communications, reporting, and systems integration.
Enhance collaboration through annual and project planning, executing projects, and achieving strategic objectives.
Improve customer experience by using technology, automation, and training.
Leverage Marketing Automation and CRM data and BI tools for insights.
Provide content and training for the GTM team to excel in revenue processes.
Own the preparation and delivery of recurring monthly reports on sales activity and deals, ensuring accuracy and actionable insights.
Analyze trends across closed lead generation, deals, pipeline, and performance metrics.
Monitor and maintain pipeline integrity across all stages.
Partner with Marketing and Sales leadership to validate data quality and provide accurate forecasting models.
Follow up on data inaccuracies and help hold individual contributors accountable for accurate deal-level information.
Develop and maintain clear documentation for business development processes, workflows, and system (SFDC) configurations.
Create a repository of training materials for Business Development end users and cross-functional partners.
Evaluate and enhance Salesforce processes to improve efficiency and data accuracy.
Implement Salesforce best practices, troubleshoot issues, and optimize system usage and adoption.
Support high-impact initiatives and special projects that advance revenue operations strategy.
Respond to ad hoc analysis and reporting requests with agility.

Requirements

Math, Finance, Economics, and business degrees required and/or extensive experience in revenue operations and enablement.
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 applicants must be in good standing and have a minimum of 1 year of service with Kestra.
Internal applicants must have a minimum of 1 year service in current role unless approved by EVP.

Skills

Salesforce
Excel
Tableau
Analytical software
Presentation skills
Communication skills
Interpersonal skills
Negotiation skills
Conflict resolution
Systematic problem solving

Location

Nationwide

Work Type

Full-time

Experience Level

1-3 years

Education Level

Math degree
Finance degree
Economics degree
Business degree

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

About the Company

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.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.
We live our values: Serve, Make it Happen, and One team.

Equal Opportunity

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.