Earnest

Revenue Operations Analyst

Remote

$90,000 – $125,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Position Overview

  • Location Type: Remote
  • Job Type: FullTime
  • Salary: $90K - $125K

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Job Summary

We’re looking for a Revenue Operations Analyst to join our team and play a critical role in scaling our client development and corporate development efforts. This is a high-impact opportunity at an early-stage, high-growth firm where you’ll own and optimize our sales infrastructure, drive smarter outreach, and help unlock growth across both new client acquisition and M&A sourcing.

Responsibilities

  • Support lead research/enrichment, including managing outsourced research teams.
  • Develop lead scoring models and segmentation strategies to drive prioritization for sales and corporate development.
  • Build sales sequences and automation strategies to increase outreach efficiency and conversion.
  • Manage and optimize CRM and sales automation platforms (e.g., Salesforce, HubSpot, Outreach.io).
  • Collaborate with marketing, growth activation, and relationship management teams to activate growth initiatives and cross-selling.
  • Own sales reporting/dashboards and funnel analytics across corporate development and sales.
  • Maintain data integrity and reporting accuracy within CRM systems (e.g., Salesforce, HubSpot, Outreach.io) to track pipeline activity, conversion rates, and revenue performance.
  • Analyze outreach, conversion, and team performance data to uncover opportunities for scalable improvements across sales and M&A sourcing strategies.
  • Support sales forecasting.
  • Partner with servicing teams to identify and leverage cross-servicing opportunities.

Requirements

  • 3–5 years of experience in revenue operations, sales operations, or sales strategy roles within a high-performance, sales-driven environment, ideally in financial or professional services.
  • Proven ability to manage and optimize CRM and sales automation platforms and sales reporting (e.g., HubSpot, Salesforce, Outreach.io, Seamless.ai, Looker, Excel).
  • Strong analytical skills; comfort working with sales data and drawing actionable insights.

Application Instructions

  • (No specific application instructions are provided in the job description.)

Skills

Lead research
Lead scoring models
Segmentation strategies
Sales automation
CRM platforms
Salesforce
HubSpot
Outreach.io
Data analysis
Reporting
Dashboard management
Funnel analytics
Cross-team collaboration

Earnest

Provides low-interest student and personal loans

About Earnest

Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.

San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Home Office Stipend
Phone/Internet Stipend
Tuition Reimbursement
Paid Vacation
Parental Leave
Company Equity

Risks

Increased competition from fintech startups could erode market share.
Rising interest rates may decrease demand for refinancing options.
Potential regulatory changes could increase operational costs.

Differentiation

Earnest uses data-driven underwriting beyond traditional credit scores.
Offers flexible repayment plans tailored to individual financial situations.
Maintains a digital-first approach for loan applications and management.

Upsides

Increased demand for digital financial services boosts Earnest's online platform.
Alternative credit scoring models support Earnest's data-driven approach.
Growing trend of student loan refinancing aligns with Earnest's core offerings.

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