Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
About the Role
We are looking for an Enterprise Revenue Operations Manager to support our go-to-market organization by aligning sales, marketing, and operations and bringing structure to the activities that drive revenue growth, including industry events, conferences, and client meetings. Reporting to the Head of Business Development, this person will play a key role in supporting the sales cycle, improving scale and consistency across our go-to-market motion, mapping target accounts, identifying opportunities to leverage industry relationships, coordinating across internal stakeholders, and preparing presentations and materials for external engagements. This is a high-impact role with the opportunity to strengthen go-to-market execution and support the company’s growth trajectory.
What You’ll Work On:
- Support CRM management, including pipeline tracking, data governance, and overall CRM hygiene, supporting sales and marketing
- Build and maintain account and organizational maps for financial institution targets to support enterprise sales strategy and stakeholder engagement
- Coordinate industry conferences and events in partnership with marketing, including prospect targeting, meeting scheduling, pre-event outreach, post-event follow-up, and pipeline tracking
- Lead cross-functional project management for key go-to-market initiatives, coordinating across sales, marketing, and leadership to keep priorities on track, ensure clear ownership and follow-through, and drive timely execution against revenue goals.
- Support pipeline reporting and forecasting for a range of internal stakeholders, ensuring accuracy and supporting the creation and iteration of materials
- Review pipeline deals to identify the strategies, actions, and patterns behind successful outcomes and turn those insights into repeatable best practices.
- Prepare and manage sales materials that support pipeline progression and deal conversion
What We're Looking For:
- 5+ years of experience in enterprise sales revenue operations, sales operations, or go-to-market operations, particularly in the fintech or financial services industry.
- Strong experience managing and maintaining CRM systems including pipeline management, reporting and data hygiene.
- Demonstrated ability to leverage multiple sources to map complex enterprise organizations and support account-based sales strategies targeting financial institutions.
- Experience preparing for industry conferences and events, including prospect identification, meeting scheduling, and post-event pipeline tracking.
- Proven project management skills with the ability to lead cross-functional initiatives across sales, marketing and executive leadership
- Exceptional organizational skills with the ability to manage multiple initiatives and competing priorities in a fast-paced environment.
- Detailed-oriented with strong communication skills and the ability to collaborate with senior leadership and executives.
We also offer great benefits & perks including:
- Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
- 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
- Work from anywhere: We're remote first with a home base in NY.
- Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
- Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
- Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
- Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
- Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.
