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What you’ll be doing:

  • Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users.
  • Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle.
  • Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction.

Must-haves:

  • 8+ years of experience in Revenue, Sales or Marketing Operations functions, preferably within a high-growth SaaS or fintech environment.
  • You have a deep experience with Salesforce, and understand how to build scalable flows, objects, and reporting structures.
  • You enjoy the 0 to 1 phase of taking a baseline setup and evolving it into a sophisticated, automated system.

What It’s Like To Work With Us:

  • It’s fun, rewarding, fast-paced - and we build cool stuff, too!
  • 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year.
  • A flexible & hybrid working environment

OneVest

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. They are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence.

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