Flexible Work, Better Balance
The Revenue Operations Associate will play a hands‑on role supporting the Private Equity (PE) practice by maintaining up‑to‑date information on its sales opportunities in Salesforce (a leading Customer Relationship Management (CRM) platform) and active projects in Kantata (a leading Professional Services Automation (PSA) platform). This role will partner with and support PE practice leaders to ensure that project and sales opportunity data is current and accurate, enabling more informed business decisions while providing the firm with better visibility, data integrity, and reporting into the health of the PE Sales Channel. This role will interface with key stakeholders across the organization, including RevOps, Staffing, IT, FP&A, the Business Manager team, and PE practice leadership, while working hands‑on in Salesforce and Kantata. This is an ideal opportunity for someone with an AI‑forward process improvement mindset who enjoys hands‑on data management/administration, thrives ...