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Revenue Operations Analyst

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.


What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.


Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.


Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

We’re looking for a Revenue Operations Analyst to join our team and play a critical role in scaling our client development and corporate development efforts. This is a high-impact opportunity at an early-stage, high-growth firm where you’ll own and optimize our sales infrastructure, drive smarter outreach, and help unlock growth across both new client acquisition and M&A sourcing.

What You’ll Do:

  • Support lead research/enrichment, including managing outsourced research teams, developing lead scoring models and segmentation strategies to drive prioritization for sales and corporate development

  • Build sales sequences and automation strategies to increase outreach efficiency and conversion

  • Manage and optimize CRM and sales automation platforms

  • Collaborate with marketing, growth activation, and relationship management teams to activate growth initiatives and cross-selling

  • Own sales reporting/dashboards and funnel analytics across corporate development and sales. Maintain data integrity and reporting accuracy within CRM systems (e.g., Salesforce, HubSpot, Outreach.io) to track pipeline activity, conversion rates, and revenue performance.

  • Analyze outreach, conversion, and team performance data to uncover opportunities for scalable improvements across sales and M&A sourcing strategies

  • Support sales forecasting

  • Partner with servicing teams to identify and leverage cross-servicing opportunities

What We’re Looking For:

  • 3–5 years of experience in revenue operations, sales operations, or sales strategy roles within a high-performance, sales-driven environment, ideally in financial or professional services

  • Proven ability to manage and optimize CRM and sales automation platforms and sales reporting (e.g., HubSpot, Salesforce, Outreach.io, Seamless.ai, Looker, Excel)

  • Strong analytical skills; comfort working with sales data and drawing actionable insights.  

  • Highly proactive with the ability to take initiative and drive process improvements independently. 

  • Organized, and detail-oriented.  

  • Comfortable navigating ambiguity and rapidly evolving priorities in a fast-paced, early-stage environment.  

  • Strong interpersonal and communication skills with a team-first mindset.

Why Join Earned?

You’ll help build the engine behind a company redefining how doctors experience wealth. Join a mission-driven, collaborative, and fast-moving team that’s making a lasting impact in healthcare and financial services.

Benefits

  • An attractive total compensation package

  • Employer-sponsored health insurance (medical, dental, vision)

  • 401k + 5% match

Average salary estimate

$80000 / YEARLY (est.)
min
max
$70000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Revenue Operations Analyst, Earned

Are you ready to make a significant impact in the financial services world? Join Earned as a Revenue Operations Analyst and become a vital part of a team dedicated to revolutionizing how doctors and their families manage their wealth. At Earned, we’re not just any financial services firm; we're the trusted partner that medical professionals rely on for tailored financial solutions. In this role, you will take charge of optimizing our sales infrastructure, which is critical for both client acquisition and M&A sourcing initiatives. You’ll support lead research and manage our CRM systems, ensuring data accuracy and driving effective sales strategies. What’s more, your analytical skills will come into play as you uncover opportunities for growth and directly influence our corporate development efforts. If you have 3–5 years of experience in revenue or sales operations, along with a knack for analyzing sales data, then this is the role for you! At Earned, we pride ourselves on fostering a collaborative, mission-driven environment where your contributions will help shape the future of financial services for healthcare professionals. With your strong interpersonal and communication skills, you'll work closely with various teams to implement innovative growth strategies and make impactful decisions. If you’re organized, proactive, and ready to embrace a fast-paced, evolving environment, we want to hear from you. Come join us at Earned and help us redefine wealth management for doctors—smarter, faster, and at scale!

Frequently Asked Questions (FAQs) for Revenue Operations Analyst Role at Earned
What are the responsibilities of the Revenue Operations Analyst at Earned?

The Revenue Operations Analyst at Earned is responsible for optimizing sales infrastructure, managing CRM systems, conducting lead research, and supporting outreach strategies. You'll build sales sequences, analyze performance data, and maintain reporting accuracy, all to enhance new client acquisition and M&A sourcing efforts.

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What qualifications are needed for the Revenue Operations Analyst position at Earned?

To qualify for the Revenue Operations Analyst role at Earned, candidates should have 3–5 years of experience in revenue operations, sales operations, or related fields, preferably in financial or professional services. Strong analytical skills, familiarity with CRM platforms like Salesforce and HubSpot, and a proactive approach are also essential.

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How does the Revenue Operations Analyst contribute to Earned's growth strategy?

As a Revenue Operations Analyst at Earned, your contributions are pivotal to driving client development and corporate development. By analyzing outreach and conversion data, managing sales optimization processes, and facilitating cross-servicing opportunities, you play a crucial role in unlocking growth and efficiency for the company.

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What technical skills are important for a Revenue Operations Analyst at Earned?

Technical skills for the Revenue Operations Analyst role at Earned include proficiency in CRM systems such as Salesforce and HubSpot, data analysis tools like Excel, and experience with sales automation platforms. These skills enable you to manage sales reporting, optimize outreach strategies, and maintain data integrity effectively.

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What makes Earned a great place to work for a Revenue Operations Analyst?

Earned offers a collaborative and mission-driven environment for Revenue Operations Analysts. You'll be part of a rapidly growing firm that is dedicated to redefining financial services for healthcare professionals, providing an opportunity to make a lasting impact while working with a team that values your insights and contributions.

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Common Interview Questions for Revenue Operations Analyst
Can you explain your experience with CRM systems relevant to the Revenue Operations Analyst role?

Certainly! In my previous positions, I have used Salesforce and HubSpot extensively, managing sales data, creating sales dashboards, and ensuring data accuracy. I leveraged these tools for reporting and data analysis to drive improvements in our sales processes.

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How do you approach analyzing sales data to identify trends and insights?

I start by collecting relevant sales data and using Excel or similar tools to visualize performance metrics. I look for patterns in conversion rates and outreach success, enabling me to recommend strategic adjustments that can enhance our sales strategy and drive growth.

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Describe your experience in developing lead scoring models.

I have developed lead scoring models by analyzing historical conversion data and categorizing leads based on characteristics such as engagement and demographics. This prioritization ensures that our sales team focuses on the leads with the highest potential, improving efficiency and conversion rates.

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What strategies do you use to optimize sales sequences and outreach?

I leverage automation tools to create targeted outreach sequences, ensuring personalization and relevance. I continuously monitor engagement metrics to adjust messaging and timing for maximum impact, thereby improving conversion rates over time.

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How do you ensure data integrity within CRM systems?

I implement regular data audits to identify discrepancies, standardize data entry processes, and enforce data cleanliness protocols. Keeping CRM systems accurate is vital for effective sales reporting and strategic decision-making.

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Can you give an example of a time you used data analysis to improve sales performance?

In a previous role, I noticed a drop in lead conversions. I analyzed the sales cycle data and identified a gap in follow-ups. By proposing a revised outreach strategy that included timely follow-ups, we improved our conversion rate by over 20% within a few months.

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How do you prioritize tasks in a fast-paced environment?

I focus on urgency and impact when prioritizing tasks, using project management tools to keep track of deadlines. I also regularly check in with my team to ensure alignment on goals and deadlines, allowing us to adapt quickly to shifting priorities.

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What is your experience with sales forecasting?

I have used historical data and market analysis to support sales forecasting, taking into account seasonal trends and economic indicators. This insight helps the sales team set realistic targets and keeps our growth strategies aligned with market conditions.

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How do you collaborate with marketing and relationship management teams?

I believe in open communication—regular meetings and shared objectives allow us to align our strategies. I provide marketing with sales insights to guide campaigns that effectively target prospects, ensuring our messaging resonates well with our audience.

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Why do you want to work as a Revenue Operations Analyst at Earned?

I'm excited about the opportunity at Earned due to its innovative approach to financial services for doctors. I am passionate about using data and technology to enhance operational efficiency and drive growth, and I believe this role aligns perfectly with my skill set and career goals.

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DATE POSTED
April 11, 2025

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