Revenue Strategy & Operations Associate

San Francisco, United States

Who are we?

FalconX is the most advanced digital asset platform for institutions. We provide trade execution, credit & treasury management, prime offering and market making services. Given our global operations, industry-leading technology and deep liquidity, we have facilitated client transactions of $1 trillion in volume. Our products & services are regulated, compliant and trusted.

We are a team of engineers, product builders, institutional sales and trading leaders, operations experts, and business strategists. Our teammates have entrepreneurial experience and come from companies such as Google, Apple, Paypal, Citadel, Bridgewater, and Goldman Sachs. And, we embody our values: Think big; Drive bold outcomes; Be one team; Iterate with speed; and be an entrepreneur.

We prioritize learning. Outcomes are mission-critical, but we also believe that learning in success and in failure will drive our continued success. Our industry is emergent - there’s no shortage of experiments to get involved with and to continue growing and learning together.

Role Overview

We are looking to hire a team member who can take the Revenue Operations function forward. This role will spend their time doing one or both of (1) living in the data and providing regular updates on revenue performance and (2) driving important strategic initiatives to completion. Ideally, the person hired for this role can also support on basic-level Salesforce manipulation in order to add velocity to the completion of the Salesforce request backlog. The opportunity here is to understand how a business succeeds through the lens of data, managing programs, and solving qualitative problems. This growth will allow this individual to grow within the RevOps function or springboard into other interesting areas of the business.

Key Responsibilities:

Performance reporting:

Capture the data from existing systems and, in a streamlined way, populate existing performance review templates
Be able to quickly add, adjust, delete
Provide multiple lenses on the data, including create new cuts that allow for rapid understanding of relevant questions
On an as needed basis, pull up specific cuts of data for one-off questions
Be able to pull necessary data and reports from Salesforce and Sigma
Be able to learn how the different systems interact in order to support data flow uptime

Modelling

Create models in Google sheets that track items like revenue performance, compensation attainment, quarterly planning, and more

Program management of strategic initiatives

Capture updates on initiatives from key stakeholders
Hold meetings to capture information and push progress
Understand the broader problem and proactively take the right steps to advance towards a solution

Team support

More broadly, support the revenue operations team as it executes its core work on:

Managing and running the weekly performance review cadence
Modelling compensation
Planning quarterly revenue forecasting
Tracking weekly revenue attainment
Supporting onboarding execution
Understanding growth opportunities in our market

[Optional] Salesforce development and administration:

Add and adjust fields in account, opportunity, and other relevant objects
Add or modify pick-list choices, as relevant
Leverage Flow to build automations, such as:

Automatically tagging opportunities with relevant data from the account they are related to
Sending email notifications based on certain triggers

Build opportunity and lead stages to match business need
Build validations / gates to ensure sufficient thresholds are met to pass from one lead or opportunity stage to the next, to complete an account creation, or other processes
Tag leads with campaigns to track performance of specific events or overall channels
Manage different record types to match business needs
Work with internal Security team to provision users with the right permissions
Keep recurring (i.e., quarterly) view of active users versus licenses and help right-size, as necessary
Maintain roles, profiles, public groups
Follow-up on user support tickets
Create materials and train users, as needed, on changes
Capture the necessary data and build reports, both within and outside of Salesforce, that provide the most ROI and insight to drive the business forward

Qualifications:

Bachelor's degree
Ability to think in a structured way
Ability to dive into data and glean insights
Detail-oriented mindset with a focus on data accuracy and quality
Ability to work independently and collaborate effectively within a team environment
Ability to influence and nudge without authority, in order to get answers and / or drive projects to completion
A proactive and results-driven approach to achieving targets and goals
Any type of Salesforce experience is a plus

Compensation:

This is a full-time position with an expected annual compensation of $80,000.00 - $110,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation (when applicable), relocation assistance (if applicable), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company’s equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies.

Inclusivity Statement

FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!

As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.

FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX’s People team at [email protected], if you need assistance with participating in the application process.

FalconX is hiring a

Revenue Strategy & Operations Associate - Bay Area

Compensation:

This job is no longer available