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Overview
Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
Compound Planning is hiring a Growth and Revenue Operations associate to join the team. This individual will own the top of funnel engine and process for a high growth startup and report directly to the co-founder of the business.
What you’ll do
Create and manage targeting lists of qualified financial advisors
In partnership with founders, define and execute strategy to maximize qualified meetings for recruiting team
Support marketing operations in scaling end client engagement
Measure the success of programs and optimize to increase the output of the system
Continually improve system into a scalable and repeatable process
What Success Looks Like
Sequencing 700 contacts/week
Consistently exceeding 15 qualified meetings/month from outreach efforts
Make system repeatable and scalable to create additional capacity
Competencies and Skills
Ability to source and sequence a large number of leads
Ability to adapt to a changing tech stack
Comfort working in spreadsheets and/or databases
Use of email and LinkedIn automation tools
Use of multiple data sources, including Discovery Data, LinkedIn, and activity history
Compensation
Base compensation for this role starts at $80,000. Full compensation package includes employee equity options, health insurance, and access to a 401k.
Working at Compound
Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Full Time
$58k-87k (estimate)
03/25/2024
07/19/2024
xkey.com
Ca
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