About the Role:
Yieldstreet is growing a world class go-to-market sales organization and is looking for a Revenue and Sales Operations Manager to help support this growing business unit. You will lead the efforts to help to build increased revenue, increased efficiencies and improved processes across the team. In this role you will work closely with stakeholders to analyze data, develop insights, and implement strategies that support firm objectives. This role is ideal for someone who enjoys working with data, has strong analytical skills, and is eager to contribute to the success of a fast growing sales team.
What you'll do:
- Lead efforts to define & build revenue & sales operations team
- Support pricing & revenue optimizations through analysis & competitive intelligence. Examples include, revenue per client, per investment vehicle, per investment opportunity, per sales activity.
- Partner with the Data Team to improve sales & revenue forecasting, syndications velocities and additional performance analyses.
- Lead efforts to support our relationship management & client support teams coverage models, flows and all process enhancements
- Own & support all technology & services related to sales operations, including SalesForce, Groove, Ask Nicely and more.
- Create, document & implement new operating procedures and process improvements
- Build & identify, with support from compliance team, all infrastructure required to operate compliantly under regulatory regime.
What you'll need:
- Bachelor’s Degree
- 3-5+ years of relevant experience in sales operations, revenue operations or as a business analyst
- Advanced Excel, PowerPoint, Google sheets and Google slides skills
- Experience with Salesforce CRM
- Comfortable analyzing large data sets and using insights to make informed decisions
- Familiarity with sales concepts and metrics
- Understanding of basic financial principles and terminology
- Excellent organization and follow up skills
- Ability to thrive in a dynamic and fast paced startup environment
- Intellectual curiosity and a willingness to learn
Bonus points for:
- Previous financial services experience
- Knowledge of private markets
- Prior experience in sales
- Familiarity with data visualization tools (Looker, Tableau, Power BI, etc.)
- Presentation Skills
About Yieldstreet
Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.
Why Yieldstreet?
Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.
What’s in it for you:
Competitive compensation packages including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Paid lunch once a week
Commuter benefit
Life insurance
Sabbatical
Summer Fridays
Compensation:
- HIRING SALARY RANGE: $100,000 + (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes generous, bonus, benefits and equity.
