Teams at Aeviya

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.