Aeviya

Aeviya

United States
5 Total Employees

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12 Hours AgoSaved
In-Office
Boston, MA, United States
HR Tech • Software • Financial Services
Own and scale revenue operations infrastructure across marketing, sales, advisor engagement, onboarding, and executive reporting. Administer HubSpot, maintain CRM workflows and data integrity, manage pipeline governance, build dashboards and KPI reporting, support campaign attribution and lead scoring, and improve sales and onboarding processes. Translate funnel and operational data into insights, identify inefficiencies, and coordinate cross-functional process improvements as the firm expands its wealth technology platform.