About this role
The Revenue Operations Analyst at Earned is responsible for scaling client and corporate development efforts by optimizing the sales infrastructure and driving lead research, outreach efficiency, and data accuracy. This role involves managing CRM platforms like Salesforce and HubSpot, building sales sequences, analyzing performance metrics, and collaborating with various teams to activate growth initiatives. The analyst will focus on optimizing the sales process and uncovering opportunities for improvement in both new client acquisition and M&A sourcing strategies, all while maintaining strong data integrity and reporting.
Required Skills
- Lead Research
- Sales Sequences
- CRM Management
- Sales Automation
- Collaboration
- Data Integrity
- Sales Reporting
- Analytics
- Sales Forecasting
- Cross-Servicing
+6 more
Qualifications
- Bachelor's degree in relevant field
About Earned
earnedwealth.comEarned is a premier wealth and tax advisory firm dedicated exclusively to serving doctors, their families, and medical practices. With a comprehensive suite of services including tax preparation, retirement planning, accounting, and wealth management, Earned aims to minimize tax burdens and enhance overall financial health for healthcare professionals. Committed to providing integrated and proactive financial solutions, the firm focuses on addressing the unique challenges faced by medical practitioners. Earned helps clients optimize their financial strategies, empowering them to achieve financial success and stability.