Revenue Operations

Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future.

About the role
This is a builder/doer role. You’ll switch between strategy and hands-on execution to design systems, streamline processes, and surface insights that drive growth.

• You think in customer-lifecycle terms when prioritizing and solving problems.

• You simplify the complex—for yourself and for others.

• You have an ownership mentality; no task is too small and you take initiative.

• You’re a systems thinker.

• You learn fast, sweat the details, and document as you go.

• You earn trust on teams, collaborate well, and can also run independently.

• You get real satisfaction from orchestrating processes and building systems that move the numbers.

• Systems & Tools: Build, implement, and continuously improve Marketing, Sales and Service systems and tools.

• Process Design: Design and document Marketing, Sales and Service processes; keep them current and usable.

• Enablement: Train and partner with Sales/Service teams to operate those processes effectively.

• Analytics & Reporting: Develop dashboards and reporting; provide proactive insights on performance.

• Cross-functional partnership: Work with Marketing, Sales, Finance, Engineering/Product/Design (EPD) and others to define, develop, and implement the metrics that matter.

• Strategic initiatives: Lead and support ad hoc and longer-range go-to-market strategy and operations projects.

• Data collaboration: Collaborate cross functionality to ensure data quality and availability.

• Revenue ops improvements: Identify opportunities to streamline revenue operations and deepen our understanding of business dynamics.

• Content support: Execute content marketing requests tied to sales enablement and revenue workflows.

(These are ideal—please apply even if you don’t check every box.)

• 3+ years in Sales, Customer Service/Success, Revenue Operations, Investment Banking, or Consulting.

• Experience in a startup or growth-stage technology company.

• Advanced Excel skills.

• Proven success using AI tools to scale revenue operations.

• Experience building in the following tools:

  • Salesforce

  • Hubspot CRM

  • Customer.io

  • Default

  • Ad platforms

• Strong proficiency in SQL and BI tools (e.g., Tableau, Mode).

Compound operates with integrity, communicates with transparency, and takes accountability seriously. You’ll work closely with high-performing colleagues across functions - who hold themselves, and each other to a high bar. It’s a culture built for people who want to move fast, build something that lasts, and thrive as part of a team aligned around a shared mission.