Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future.
About the role
This is a builder/doer role. You’ll switch between strategy and hands-on execution to design systems, streamline processes, and surface insights that drive growth.
You think in customer-lifecycle terms when prioritizing and solving problems.
You simplify the complex—for yourself and for others.
You have an ownership mentality; no task is too small and you take initiative.
You’re a systems thinker.
You learn fast, sweat the details, and document as you go.
You earn trust on teams, collaborate well, and can also run independently.
You get real satisfaction from orchestrating processes and building systems that move the numbers.
Systems & Tools: Build, implement, and continuously improve Marketing, Sales and Service systems and tools.
Process Design: Design and document Marketing, Sales and Service processes; keep them current and usable.
Enablement: Train and partner with Sales/Service teams to operate those processes effectively.
Analytics & Reporting: Develop dashboards and reporting; provide proactive insights on performance.
Cross-functional partnership: Work with Marketing, Sales, Finance, Engineering/Product/Design (EPD) and others to define, develop, and implement the metrics that matter.
Strategic initiatives: Lead and support ad hoc and longer-range go-to-market strategy and operations projects.
Data collaboration: Collaborate cross functionality to ensure data quality and availability.
Revenue ops improvements: Identify opportunities to streamline revenue operations and deepen our understanding of business dynamics.
Content support: Execute content marketing requests tied to sales enablement and revenue workflows.
(These are ideal—please apply even if you don’t check every box.)
3+ years in Sales, Customer Service/Success, Revenue Operations, Investment Banking, or Consulting.
Experience in a startup or growth-stage technology company.
Advanced Excel skills.
Proven success using AI tools to scale revenue operations.
Experience building in the following tools:
Salesforce
Hubspot CRM
Customer.io
Default
Ad platforms
Strong proficiency in SQL and BI tools (e.g., Tableau, Mode).
Compound operates with integrity, communicates with transparency, and takes accountability seriously. You’ll work closely with high-performing colleagues across functions - who hold themselves, and each other to a high bar. It’s a culture built for people who want to move fast, build something that lasts, and thrive as part of a team aligned around a shared mission.
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