Sales Enablement

About Clear Street:

Clear Street is building modern infrastructure for capital markets. Founded in 2018 by top Wall Street and Silicon Valley veterans, Clear Street is an independent, non-bank prime broker designed to solve the industry’s most neglected problem: legacy technology.

We have built a proprietary, cloud-native clearing and custody system from the ground floor to replace the outdated infrastructure used across capital markets. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Role:

We’re seeking a Revenue Operations & Sales Lead Generation Specialist to support and assist in driving efficiency in our go-to market (GTM) strategy by optimizing sales operations and pipeline growth. This role will support sales-driven lead generation efforts—focusing on outbound prospecting, account-based targeting, and pipeline conversion to warm, qualified leads. Additionally, you’ll streamline processes, manage the revenue tech stack, and ensure data integrity to accelerate revenue growth.

Responsibilities:

• Sales Demand Generation & Campaign Execution
  • Develop and execute account-based sales campaigns, including outbound lead generation workflows in Groove, to engage and qualify potential customers.
  • Develop sales prospecting playbooks to improve conversion rates.
  • Ensure smooth handoff of warm leads to the sales team for deeper engagement.
  • Work closely with sales reps to refine messaging and outreach strategies.
• Sales Process Optimization
  • Design and implement scalable workflows for lead management, pipeline tracking, and sales forecasting.
  • Improve lead routing, handoff processes, and sales execution efficiency.
  • Lead automation and integration projects across the entire GTM tech ecosystem to streamline operations.
  • Develop and maintain dashboards for real-time revenue insights.
  • Revenue Analytics & Performance Tracking
  • Monitor key revenue metrics, including conversion rates, pipeline velocity, andquota attainment.
  • Own revenue forecasting models and provide actionable insights.
  • Ensure data accuracy and hygiene in CRM and GTM tools.
• Tech Stack & CRM Management
  • Manage and optimize Salesforce and integrated tools like Clari, Groove, LeanData, and ZoomInfo.
  • Automate workflows to increase efficiency and improve data flow across platforms.
  • Evaluate and implement new tools to enhance revenue operations.
• Cross-Functional Collaboration & GTM Strategy
  • Develop lead scoring models and account prioritization frameworks.
  • Support leadership with data-driven recommendations for revenue growth.
  • Own the corporate sales and revenue forecasting process end to end.
  • Synthesize data and collaborate with finance and executive leaders on impact and strategy.

Requirements  

• At least four (4) years of professional experience in sales & revenue operations and demand generation campaigning in high-growth environments, ideally within FinTech and/or Financial Services.
• Bachelor Degree in Business, Marketing, Finance or related field.
• Strong proficiency in Salesforce, marketing automation tools, and RevOps platforms.
  • Proven ability to design and optimize sales workflows and processes
• Familiarity with CRM systems and a deep understanding of pipeline management and revenue forecasting.
• A track record of identifying and implementing technologies that significantly improve operational efficiency.
• Analytical mindset with experience in forecasting, data modeling, and dashboard creation.
• Analytical excellence with advanced Excel/Google Sheets skills; SQL and experience with analytics or data visualization tools (e.g., Tableau, Looker) are a plus.
• Proficiency with Google Suite or Microsoft Office to create presentations and documents.
• Excellent communication and collaboration skills to align cross-functional teams.
• A self-starter mentality with a bias for action and ability to drive outcomes in a zero-to-one environment.
• Strong organizational skills with an ability to manage multiple priorities and thrive in an ambiguous, fast-paced environment.
• Experience with some financial instrumen