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Revenue Operations Associate – SaaS FinTech

Job Description

About the Role and Company
EC1 Partners has been retained on a search for a top-tier FinTech SaaS provider focused on automating investment research workflows. As they scale across North America, they’re hiring a Revenue Operations Associate to support sales and marketing efficiency.

What You Will Do
• Analyze pipeline performance and lead conversion data
• Maintain CRM hygiene and optimize lead routing processes
• Work with sales and marketing on campaign performance reporting
• Assist with forecasting and territory planning
• Support automation tools like Salesforce, HubSpot, and Outreach

What You Bring
• 1–3 years in revenue/sales operations or GTM analytics
• Proficiency in Salesforce and Excel (SQL is a plus)
• Strong analytical and problem-solving skills
• Attention to detail and a passion for process improvement
• Familiarity with SaaS or FinTech business models

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