OVERVIEW

Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives all in one place — from investments and taxes to estate planning and equity compensation.
What we’re building has been recognized by Financial Advisor Magazine in 2024 and 2025 as one of America’s Top RIAs and 50 Fastest Growing RIAs, and has also been featured in Barron’s, Forbes, Citywire RIA, and more.

QUALIFICATIONS

(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).

ABOUT THE ROLE

RevOps is a builder/doer role - you will switch between strategy and hands on execution to design systems, streamline processes, and surface insights that drive growth.

RESPONSIBILITIES

• Systems & Tools: Build, implement, and continuously improve Marketing, Sales and Service systems and tools — including ownership of our GTM tech stack (Salesforce, Hubspot CRM, Customer.io, Default, Sequel.io and ad platforms such as Google, Meta, and LinkedIn).
• 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.