Revenue Operations Associate

Remote
Full Time
Sales Operations
Entry Level

About the Company

Stock Navigators is on a mission to empower individuals to achieve financial freedom through world-class educational programs in trading and finance. Our courses provide students with the skills and knowledge to take control of their financial future, filling a critical gap in traditional education.

Stock Navigators is proud to be recognized on the Inc. 5000 list as one of the fastest growing private companies in America. Over the past 3 years, we have experienced a 326% year-over-year growth and expanded our team by 700%. To date, we have helped 7,000+ students along their journey towards reaching their financial goals, making a profound impact on their lives.

At Stock Navigators, our team members are motivated by the meaningful impact we create. We believe in what we do, showing up each day with purpose, knowing that our work is life-changing. Join us, and together, we can continue shaping brighter financial futures for individuals worldwide.

What Sets This Role Apart

We are looking for a Revenue Operations Associate to support our high-performing sales team by optimizing processes, managing data, and driving operational excellence. You will play a key role in ensuring our sales workflows are scalable, accurate, and efficient across multiple platforms. In this role, you will help maintain and improve CRM systems, build and monitor dashboards, support lead distribution, and analyze performance data to inform strategy. Your work will directly contribute to revenue growth and improve the effectiveness of our entire sales organization.

About You

You are an experienced Revenue Operations professional with 2–5 years supporting high-velocity sales teams, ideally in EdTech, SaaS, or high-ticket B2C environments. You thrive in fast-paced, evolving systems and have a proven track record of balancing execution with strategic thinking.

You are hands-on, comfortable getting into the weeds to build, audit, and improve processes, while also identifying inefficiencies and proposing solutions. You can work cross-functionally with Sales, Marketing, Product, and Revenue Operations teams and adapt quickly as systems and priorities shift.

You bring a strong analytical mindset and an obsession with data quality and accuracy. You know how to design, manage, and improve workflows across complex tools and systems, from lead distribution to revenue forecasting and churn tracking. You can move fluidly between different platforms and help align disparate systems to drive clarity and performance.

Key Skills and Competencies

  • 2–5 years of experience in Sales Operations or Revenue Operations within a fast-paced, growth-focused environment
  • Advanced proficiency in Google Sheets or Excel (including ARRAYFORMULA, QUERY, VLOOKUP/XLOOKUP, IMPORTRANGE)
  • Experience with HubSpot CRM, including building reports, workflows, and custom properties
  • Workflow automation skills (Zapier, Make, or n8n)
  • Ability to reconcile and map data across systems (for example Calendly, Google Sheets, HubSpot, payment processors)
  • Understanding of revenue forecasting, funnel tracking, and performance metrics by source, rep, and payment type
  • Comfortable interpreting and managing cross-platform data, including attribution modeling and churn or refund reporting
  • Familiarity with API concepts and working knowledge of tools like Postman for testing and troubleshooting integrations
  • Bonus experience with SQL, Looker Studio dashboards, or ad attribution tools like Hyros

Responsibilities

  • Support and optimize sales workflows, ensuring efficient, consistent, and scalable day-to-day operations
  • Manage and maintain HubSpot CRM, including creating custom properties, workflows, and automations
  • Build, monitor, and refine lead distribution processes to maximize speed-to-lead and conversion rates
  • Reconcile and map data across platforms (for example Calendly, Google Sheets, HubSpot, payment processors) to maintain data accuracy
  • Track and analyze sales funnel performance by rep, source, payment type, and other relevant segments
  • Support revenue forecasting models and attribution reporting including CPSS, show rates, close rates, AOV, refunds, and churn
  • Build and maintain dashboards in Looker Studio and Google Sheets to provide actionable insights to leadership and the sales team
  • Monitor commissions, incentives, and performance bonuses to ensure timely and accurate tracking
  • Collaborate cross-functionally with Sales, Marketing, Product, and Revenue Operations teams to align strategy and improve processes
  • Identify inefficiencies and recommend workflow automations using Zapier, Make, or n8n
  • Assist in troubleshooting, testing, and implementing API integrations to streamline data flows
  • Contribute to the creation and maintenance of sales enablement resources, scripts, and documentation
  • Develop and document SOPs, playbooks, and enablement resources to scale operations and enable smooth onboarding
  • Conduct regular CRM audits (naming/tag standards, activity logging), and own data quality across sources
  • Pre-pull performance metrics and compile weekly summaries for sales leadership meetings
  • Support recruiting funnel data management

Compensation and Benefits

  • $70,000 to $85,000 per year
  • Unlimited PTO
  • Medical, dental, and vision coverage
  • Mostly remote once trained with occasional on-site work for major projects
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