The Opportunity
New Frontier is seeking a highly organized, analytical, and systems-oriented Revenue Operations Manager to help build and scale the operational infrastructure that powers our Engagement & Growth organization.
This role sits at the intersection of marketing, sales, advisor engagement, onboarding, data management, and executive reporting. The Revenue Operations Manager will be responsible for ensuring that the firm’s revenue engine — from prospect engagement through advisor onboarding and ongoing relationship management — operates with clarity, consistency, measurable accountability, and scalability.
This is not simply a marketing operations role. It is a strategic operational role designed to help New Frontier scale its platform business and support the launch and growth of our new product.
The ideal candidate combines strong operational discipline with systems thinking, analytical rigor, process design capability, and an interest in financial technology, wealth management, and enterprise platform growth.
This individual will play a critical role in helping leadership understand what is working across the funnel, where operational friction exists, and how to continuously improve execution across the client acquisition and onboarding lifecycle.
Key Responsibilities
Revenue Operations & Pipeline Management
• Own and manage the operational infrastructure supporting the Engagement & Growth organization.
• Maintain and improve CRM architecture, workflows, pipeline stages, lifecycle definitions, and reporting.
• Establish consistent pipeline governance, opportunity tracking, forecasting, and funnel reporting.
• Build executive dashboards and KPI reporting for leadership visibility across revenue generation activities.
• Ensure clean data management and integrity across systems and reporting environments.
• Support territory, account, contact, and segmentation management.
CRM & Systems Administration
• Serve as primary administrator for HubSpot and related revenue operations systems.
• Design and maintain workflows, automation, lead routing, attribution tracking, and integrations.
• Help define the firm’s future revenue technology stack as FrontierOne scales.
• Coordinate system enhancements and process improvements across departments.
• Maintain documentation, operational standards, and internal process workflows.
Marketing Operations
• Support execution and measurement of marketing campaigns, advisor outreach initiatives, webinars, roadshows, conferences, and events.
• Manage campaign tracking, attribution reporting, lead scoring, and marketing analytics.
• Coordinate operational support for the firm’s annual client conference and industry events.
• Assist with email marketing operations, audience segmentation, and campaign workflows.
• Help improve visibility into marketing ROI and engagement metrics.
Sales & Advisor Engagement Support
• Support the enterprise sales and advisor engagement process through operational coordination and reporting.
• Assist with proposal workflows, follow-up processes, meeting tracking, and advisor engagement activities.
• Help improve sales process consistency and operational scalability.
• Support onboarding coordination and advisor lifecycle tracking.
• Work closely with leadership to identify operational bottlenecks and process improvement opportunities.
Data, Analytics & Executive Reporting
• Translate operational and funnel data into actionable business insights.
• Develop dashboards, reporting frameworks, and KPI scorecards for executive leadership.
• Monitor conversion rates, engagement metrics, onboarding progress, and platform adoption trends.
• Identify areas of operational inefficiency, leakage, or execution risk.
• Help leadership make data-informed decisions regarding growth strategy and operational priorities.
