Advisor360° · 14 hours ago
RevOps Analyst
Needham, MA
Full-time
Onsite
Mid Level
$92K/yr - $108K/yr
4+ years expAdvisor360° is a leading SaaS platform in the fintech space, transforming how wealth management firms operate and serve their clients. They are seeking a Revenue Operations Analyst to design and improve their Sales and broader GTM function, requiring strong analytical skills and the ability to collaborate across departments.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Design and operationalize the end-to-end sales process, from lead intake through closed-won and customer handoff
Own HubSpot execution including data integrity, workflows, reporting, and scalable process design
Build and maintain pipeline, forecasting, and performance dashboards used by GTM and executive leadership
Partner with Sales leadership on territory design, quota setting, and coverage models
Identify gaps in process, tooling, or data-and proactively design solutions
Improve forecast accuracy and pipeline visibility through disciplined operating rhythms, analyzing pipeline health and monitor conversion rates
Translate complex data into clear insights that drive better decisions
Collaborate closely with Finance to ensure alignment on forecasting, revenue reporting, and planning
Partner with Finance to support commission calculations, ensuring accurate sales compensation through clean data, reporting, and process alignment
Support sales enablement through documentation, insights, and operational clarity
Act as a thought partner to GTM leaders as the organization scales
Qualification
Preferred
Bachelor's degree required (Business, Finance, Analytics, or related field preferred)
4–6 years of experience in Revenue Operations, Sales Operations, or GTM Operations
Strong analytical skills and comfort working with dashboards, forecasts, and models
Advanced proficiency in Excel/Google Sheets (modeling, pivots, formulas)
Proven ability to operate autonomously with sound judgment
Experience partnering with senior Sales and GTM leaders
Strong communicator who can influence without authority
High attention to detail with a bias toward action and continuous improvement
Builder Mindset
Benefits
Annual performance-based bonuses
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
Business Wire
2026-01-14
2026-01-06
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