Full-Time

Revenue and Sales Operations Manager

Updated on 11/20/2024

Yieldstreet

Yieldstreet

201-500 employees

Platform for alternative investments access

Fintech
Financial Services
Real Estate

Compensation Overview

$100kAnnually

+ Bonus + Benefits + Equity

Mid, Senior

New York, NY, USA

Hybrid work model with some in-office presence required.

Category
Customer Success Management
Field Sales
Inside Sales
Strategic Account Management
Sales & Account Management
Required Skills
Salesforce
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s Degree
  • 3-5+ years of relevant experience in sales operations, revenue operations or as a business analyst
  • Advanced Excel, PowerPoint, Google sheets and Google slides skills
  • Experience with Salesforce CRM
  • Comfortable analyzing large data sets and using insights to make informed decisions
  • Familiarity with sales concepts and metrics
  • Understanding of basic financial principles and terminology
  • Excellent organization and follow up skills
  • Ability to thrive in a dynamic and fast paced startup environment
  • Intellectual curiosity and a willingness to learn
Responsibilities
  • Lead efforts to define & build revenue & sales operations team
  • Support pricing & revenue optimizations through analysis & competitive intelligence. Examples include, revenue per client, per investment vehicle, per investment opportunity, per sales activity.
  • Partner with the Data Team to improve sales & revenue forecasting, syndications velocities and additional performance analyses.
  • Lead efforts to support our relationship management & client support teams coverage models, flows and all process enhancements
  • Own & support all technology & services related to sales operations, including SalesForce, Groove, Ask Nicely and more.
  • Create, document & implement new operating procedures and process improvements
  • Build & identify, with support from compliance team, all infrastructure required to operate compliantly under regulatory regime.

Yieldstreet provides a platform for individual investors to access alternative investments like real estate, private credit, and private equity, which are typically reserved for institutional investors. The company stands out by rigorously vetting investment opportunities, approving only 10% of evaluated deals to ensure high-quality options for its users. Its user-friendly platform allows investors to customize their portfolios and connect with private market professionals. The goal is to help individuals diversify their investments and achieve consistent returns, especially during unstable market conditions.

Company Stage

N/A

Total Funding

$225.9M

Headquarters

New York City, New York

Founded

2015

Growth & Insights
Headcount

6 month growth

-12%

1 year growth

-9%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • Yieldstreet's strategic acquisition of Cadre enhances its leadership position in the private market investment space.
  • The partnership with Wilshire allows Yieldstreet to offer even more diversified private market portfolios to its clients.
  • The appointment of experienced executives like Michael Weisz and Ted Yarbrough strengthens the company's leadership and strategic direction.

What critics are saying

  • The alternative investment market is highly competitive, requiring Yieldstreet to continuously innovate to maintain its edge.
  • The platform's focus on high-quality vetting may limit the number of available investment opportunities, potentially constraining growth.

What makes Yieldstreet unique

  • Yieldstreet democratizes access to alternative investments, traditionally reserved for institutional investors, making them accessible to a broader audience.
  • The platform's rigorous vetting process, approving only 10% of evaluated deals, ensures high-quality investment opportunities for its users.
  • Yieldstreet offers a broader selection of alternative asset classes than any other platform, providing extensive diversification options.

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