Description

Envestnet is seeking a passionate and talented Revenue Operations Reporting Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Envestnet Revenue Enablement & Operations team’s mission is to empower the Go-To-Market Organization to achieve their goals by supporting the development of structures, processes, and procedures to increase sales productivity. The Revenue Operations Reporting Specialist supports the development and standardization of reporting across the sales organization.

Job Responsibilities:

Support the development and maintenance of standardized operational reports, and dashboards.
Support ongoing analysis of business performance.
Support day-to-day inquiries from the sales management and partner organizations, such as marketing, providing prompt and efficient resolution to queries.
Collaborate across the sales operations team to ensure consistent reporting standards and processes.
Collaborate across Sales, Marketing, Finance, and Product teams to help develop key metrics and supporting reporting and dashboards.
Contribute to analysis that tells stories focused on insights, not just data.
Proactively monitor and strive to ensure accuracy in sales analytics and reporting.
Contribute to initiatives to actively review and improve sales analytics and dashboards.
Review, analyze, and interpret the results of sales initiatives.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

Bachelor’s degree
2+ years’ experience with sales or marketing organizations
Proficient with Microsoft Excel
High attention to detail
Deep problem solving and analysis experience
Strong analytical, presentation, and communication skills
Curiosity where every interaction is an opportunity to learn and improve
Demonstrates leadership qualities throughout work
Takes ownership of challenges and quality of deliverables

Preferred Qualifications:

2+ experience with CRM, Salesforce
Experience with PowerBI or Tableau
Knowledge with SQL
Experience with AI and predictive modeling

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

Be a member of a leading financial services and products innovation company
Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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Revenue Operations Reporting Specialist