About Earned Wealth
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.
What sets Earned apart is our strategic growth model. 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.
Join us as we build the future of financial services for doctors—faster, smarter, and at scale.
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.
What You’ll Do:
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Support lead research/enrichment, including managing outsourced research teams, developing lead scoring models and segmentation strategies to drive prioritization for sales and corporate development
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Build sales sequences and automation strategies to increase outreach efficiency and conversion
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Manage and optimize CRM and sales automation platforms
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Collaborate with marketing, growth activation, and relationship management teams to activate growth initiatives and cross-selling
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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.
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Analyze outreach, conversion, and team performance data to uncover opportunities for scalable improvements across sales and M&A sourcing strategies
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Support sales forecasting
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Partner with servicing teams to identify and leverage cross-servicing opportunities
What We’re Looking For:
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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
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Proven ability to manage and optimize CRM and sales automation platforms and sales reporting (e.g., HubSpot, Salesforce, Outreach.io, Seamless.ai, Looker, Excel)
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Strong analytical skills; comfort working with sales data and drawing actionable insights.
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Highly proactive with the ability to take initiative and drive process improvements independently.
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Organized, and detail-oriented.
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Comfortable navigating ambiguity and rapidly evolving priorities in a fast-paced, early-stage environment.
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Strong interpersonal and communication skills with a team-first mindset.
Why Join Earned?
You’ll help build the engine behind a company redefining how doctors experience wealth. Join a mission-driven, collaborative, and fast-moving team that’s making a lasting impact in healthcare and financial services.
Benefits
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An attractive total compensation package
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Employer-sponsored health insurance (medical, dental, vision)
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401k + 5% match
