Silvur Looking for Revenue Team Analyst at New York, United States Full Time

We’re building the first of its kind platform serving Baby Boomers. Today, consumers are relegated to a 1980s experience. With Silvur, we’ve modernized what retirement in America looks like and are empowering our users with content, calculators, and a marketplace to support the key decisions they make in their 50s and 60s. We’ve spent countless hours understanding how boomers navigate technology and make key financial, health, and life decisions around retirement. Built on proprietary algorithms that power our Retirement Score, Silvur’s modern platform is designed to meet our customers where they are.

You will join our small sales team and help us grow our business at Silvur in 2023. We are looking for a candidate who is highly organized and detail oriented, whose superpowers include working in spreadsheets, building presentations, working in a CRM (Hubspot), and pulling meaning and insights from data. Previous experience in consulting or investment banking is a plus along with familiarity with financial services industry and products. You will be expected to multi-task and create new processes and procedures that help us accelerate sales. You will report to the Head of Sales and support the revenue team.

You will join a dedicated team of engineers, product managers, UX designers, and marketers excited to build the first modern playbook for baby boomers. We were named by Forbes to the 2020 Fintech 50 Most Innovative Companies and we have been featured in the NY Times, Forbes, Fortune, US News and World Report, CNBC, and Yahoo Finance. We’re backed by a group of strategic investors and financial technology investors who are committed to improving financial outcomes for underserved communities.

Requirements

You will work closely with the Head of Sales and have the opportunity to build skills and drive impact across every domain of the revenue function.

• Support new revenue generation: use spreadsheet and presentation skills to support our top of funnel revenue activities including sales and event outreach, sales presentations, and maintaining our CRM systems.
• Assist in driving faster and easier customer onboarding: Manage the process, decks, and other assets
• Own execution of customer engagement strategy: build and deliver regular reporting & presentations to share insights with our customers to drive adoption and engagement, identify and pursue growth opportunities, measure and track CSAT and renewals
• Accelerate adoption and TTFV: coordinate with customer marketing teams to run joint marketing activation campaigns to bring their customers onto our platform
• Help us move faster and make better decisions: lean in to support broader revenue team initiatives like marketing, lead generation, and conferences (may require limited travel)

Required Skills And Qualifications

• One to three years of experience in management consulting, financial services, or a similar field
• You are hungry, curious, organized, proactive, analytical with an interest in and curiosity about personal finance and financial markets.
• Bachelor’s degree or equivalent, analytical and data-driven thinker, strong spreadsheet, presentation building and project management skills, highly organized and detail-oriented
• Strong skills in verbal and written communications, strategic planning, and project management
• Analytical and process-oriented mindset
• Ability to work effectively across multiple departments in a deadline-driven environment
• Active team player, self-starter, and multitasker who can quickly adjust priorities

Preferred Skills And Qualifications

• Knowledge of Excel, Powerpoint, and HubSpot, Airtable, and Figma.
• Account management experience is a plus
• Track record taking on increasing levels of responsibility, taking ownership and solving problems so they stay solved