RevOps Manager

Location: Remote | United States | Full-Time

About the Role

Konvergent Wealth Management is seeking a highly organized, proactive, and results-driven Revenue Operations Manager to own and optimize our end-to-end prospect to client process. This leadership role is critical to ensuring the clarity, precision, and performance of our revenue operations, enabling our team to better serve our clients and drive sustainable growth.

Reporting directly to our founder, you will steward every deal in motion, track and manage pipeline activities, oversee proposal quality, and refine internal processes for maximum efficiency and impact.

Key Responsibilities

  • Lead the Engagement Process across all stages, ensuring a seamless and proactive client experience.

  • Track Every Deal in motion to ensure nothing slips through the cracks and that every opportunity is advanced systematically.

  • Drive the Daily Hot List of active opportunities, maintaining updated information and ensuring action steps are clear and complete.

  • Own and Optimize Pipeline Meetings and reporting, ensuring that all revenue data is accurate, current, and actionable.

  • Lead a talented team of professionals, meeting with them to align activities with strategic priorities and ensure efficient execution.

  • Implement Quality Control (QC) of Proposals to maintain high standards of clarity, client alignment, and professionalism.

  • Learn and Master Our Internal Tools to provide hands-on proposal support during high volume periods and to enhance team agility.

  • Continuously Refine the Engagement Process, focusing on reintroducing the “small but significant” elements that elevate client and team experience.

  • Collaborate Closely with the Director of Operations to support ongoing systemization and growth initiatives.

  • Participate in Weekly Function Leader Meetings as a core member of the leadership team, contributing to strategic decisions and cross-functional alignment.

Key Performance Metrics

  • Current Deal Pipeline (Value × Probability)

  • Total Revenue on the “Hot List” (Won opportunities pending final client deliverables)

  • Proposal Win Rate

  • Planning Fees Generated per Lead

  • New Revenue Dollars Generated by Quarter

Compensation

  • Base Salary: $100,000 – $135,000, based on experience.

  • Semi-Annual Performance Bonus: Up to 50% of annual base pay, based on contributions and impact.

  • Benefits including: health, medical, dental and vision, 401K, and flexible PTO

Qualifications

  • 5-years in a revenue operations role with a proven track record of maximizing opportunities and creating efficiencies

  • Experience as a Financial Advisor or significant experience working within a financial advisory firm is strongly preferred.

  • Proven Track Record managing revenue pipelines and/or leading revenue-focused operational teams.

  • Experience with Salesforce CRM and Asana project management tools is highly preferred.

  • Exceptional organizational, analytical, and communication skills.

  • Ability to manage multiple priorities with precision, urgency, and attention to detail.

  • A proactive, leadership-oriented mindset with a commitment to continual improvement and operational excellence.

Why Konvergent?

At Konvergent Wealth Management, we believe in creating transformative experiences for our clients and our team. You will be part of a culture that values precision, leadership, and innovation—and you'll have the opportunity to directly influence the growth and success of our firm.