Revenue Operations Associate - Private Equity

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 in a fast-paced environment, and is eager to build expertise in CRM and PSA systems while supporting senior leaders.

• Technological proficiency and an enjoyment of providing hands-on data management and data administration.
• Strong attention to detail and commitment to data accuracy and timeliness.
• Interest in Salesforce, Kantata, CRM systems, PSA systems, AI-driven technology enablement, and revenue operations technology; prior Salesforce and PSA exposure is a plus.
• Clear written and verbal communication skills, with a service-oriented mindset.
• Analytical and problem-solving skills with an interest in process improvement.
• Ability to manage multiple requests and prioritize effectively in a fast-paced environment.
• Eagerness to learn and grow within a Salesforce-heavy RevOps function of an AI-forward organization.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Willingness to work Eastern Standard Time (ET).

• Bachelor’s degree in business, finance, analytics, information systems, or a related field (or equivalent experience).