Senior Associate, Revenue Intelligence & Operations
Core
Building and maintaining a modern Revenue Operating System to support the growth of a private investor network by ensuring data visibility, prospect qualification, and engagement analytics.
Role type
Senior Associate, Revenue Operations & Analytics
Builds
Revenue Operating System (HubSpot workflows, dashboards, reporting)
Domain
Private Equity / Venture Capital / Alternative Investments
Deliverable
dashboards & analysis
Required skills
CRM management (HubSpot/Salesforce), data hygiene, funnel analysis, prospect research, ICP scoring, retention analytics, forecasting, Excel/Google Sheets
Preferred skills
Venture capital experience, private markets experience, membership business experience
Technologies
HubSpot, Salesforce, Excel, Google Sheets
Responsibilities
Manage CRM data integrity and automate workflows; build dashboards for acquisition, engagement, and renewal metrics; identify and research high-quality prospects aligned with ICP; track member interactions to develop engagement scores and retention correlations; prepare materials and track follow-ups for revenue meetings.
Seniority
Mid-level, hands-on IC
