Revenue operations associate - united states, boston

position title:   

revenue operations associate

hiring manager:

aidan nevin

business unit:

fidelity labs

primary location:

northeast

open to other sites?   (y/n):
if so, which ones:

nc, tx

what will the work schedule look like for your team (remote/hybrid/on-site/tbd)?

hybrid

confirm grade level/years of experience required:

senior

bill rate:

70

duration of contract:

temp to perm

is this a new or replacement position?   if replacement - who is it replacing?

new need

what is the business justification for this opening?    

     

position description

team/project overview

what does your team do/what are you trying to accomplish for fidelity overall?

strategy planning and operations team - heading up revenue operations for labs as a whole

revenue operations function was centralized to manage process improvement and efficiency, integration and automation in go to market process, provides 3rd party analytics side of things, managed upkeep and improvement of those processes across the start ups

tactical needs to manage the systems - alleviate the workflow in the silo of rev ops

how big is your team?

3

is your team co-located?

yes

 (for dev/engineering roles) what is the tech stack on the team?

 

what project will this role focus on and how does this project impact the organization/fidelity?

this role will split time between automation projects, new integrations and implementations, and providing end user support for our saas applications or platforms; including troubleshooting, monitoring, and administration. they participate in the planning and documentation of policies and procedures to ensure system implementation, design, and maintenance consistent with company goals, industry standard methodologies, and fidelity requirements. responsibilities include:

what stage of the project are you currently in?

on-going

if i were a candidate, what would get me excited about this position (what are the selling points)?

our team is innovative and we are always learning new things.

we are fidelity labs, fidelity investments’ in-house fintech incubator with a mission to build new businesses to drive growth for fidelity. we seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.

candidate profile

please describe your ideal candidate profile

operations associate  who has admin experience in sales force, snot looking for someone on the backend, we need someone to help build documentation in the sales process, gen process, advertising in , it has some tech based but in a support non tech focus team

what are the top three must have skills (experience candidates must have coming in the door)?

(for dev/engineering roles) what coding languages are required for this job? what specifically will they need to develop using these? (api's, ui, integration, migration, etc.): detail oriented - dealing with complex back ends of systems where every detail matters

             saas ops professional with 3+ years of    experience

ability to effectively communicate complex ideas and concepts in user friendly document processes and internal work flows -strong communication skills hubspot, salesforce, stripe - salesforce is the biggest do not need certified salesforce admin - admin experience in salesforce (building processes, editing page layouts)

what are the nice to have skills (what is your team willing to teach the person)?

certified salesforce

what education or certifications does this role require?

ba degree

is there a current team member’s profile that would be an ideal profile for us to target?

na, but have many referrals that will send

interview process

how many rounds of interviews will you have the candidate complete (ideally 1 round, max of 2 rounds with no more than 4 people total)?

1st round -30 min with aidan

2nd round - michael trader (20 min)

2nd round - 20 min sara malone , casey osbourne

who will be on the interview panel and what will be covered (technical/behavioral/coding)?

*coach them to have a diverse interview panel

* please keep your outlook calendar up to date and encourage the interview panel to do the same 

 

what role-specific pre-screening questions can our team use to help vet candidates up front?

could you describe a project you worked on within the salesforce environment to process improve or ux improve and you had a stakeholder you were working with?

who was stakeholder? what were you looking to accomplish?

fidelity talentsource is your destination for discovering your next temporary role at fidelity investments. we are currently sourcing for a revenue operations associate to work in either boston, massachusetts, westlake, texas, or durham, north carolina.

the role

we are look for someone to join our growing revenue operations team. this role will split time between automation projects, new integrations and implementations, and providing end user support for our saas applications or platforms; including troubleshooting, monitoring, and administration. they participate in the planning and documentation of policies and procedures to ensure system implementation, design, and maintenance consistent with company goals, industry standard methodologies, and fidelity requirements. responsibilities include:

configure, monitor, and maintain saas systems build and maintain documentation for applications, processes, and procedures perform incident management (troubleshooting) and develop response procedures to ensure they are addressed appropriately manage end user accounts, permissions, and access recommend, schedule, and perform system improvements, upgrades, and re-configurations transmit data between systems with automation assist in implementing new saas applications advise business on new and existing saas systems to reduce waste in cost or time management work closely with revops team to ensure the tech stack is full aligned with the needs of our partners and enables them to be always efficient and savvy

the expertise and skills you bring

saas ops professional with 3+ years of experience experience with salesforce, hubspot, pardot, microsoft bi, microsoft excel project management and communication skills including creating and maintaining documentation implementing new systems working multi-functional to support all partners systems expert with deep understanding and experience with integrations and data management standard methodologies problem-solver who can help identify and own projects that help automate manual work for partners ability to present ideas and solutions in “user-friendly” language

the team

we are fidelity labs, fidelity investments’ in-house fintech incubator with a mission to build new businesses to drive growth for fidelity. we seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.

fidelity labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. we provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. learn more at labs.fidelity.com.

this opportunity is brought to you by fidelity labs.

covid work policy

safety is our top priority. once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. you’ll be spending some of your time onsite depending on the nature and needs of your role.

dynamic working – post pandemic  

our aim is to combine the best of working offsite with coming together in person.  for most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences fidelity provides for you.

company overview

fidelity talentsource is the in-house temporary staffing provider for fidelity investments, one of the largest and most diversified global financial services firms in the industry. we welcome individuals from all backgrounds, including technology and customer service, to fill assignments across fidelity’s u.s.-based regional and investor center locations. if you would like to experience fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with fidelity talentsource. apply today at [link available when viewing the job].

we believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
fidelity talentsource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. to initiate a request for an accommodation, please contact our hr team at [link available when viewing the job].

fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. as the pandemic evolves and federal, state, and local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

therefore, fidelity will require all candidates to disclose their covid-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

this is not a requirement to be vaccinated. it is a requirement to report vaccination status and, if vaccinated, provide proof.

information about fidelity investments

at fidelity investments, our customers are at the heart of everything we do. as a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. we help people invest and plan for their future. we assist companies and non-profit organizations in delivering benefits to their employees. and we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. for information about working at fidelity, visit [link available when viewing the job].

fidelity investments and fidelity talentsource are equal opportunity employers.

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