Revenue Coordinator

Link Investment ManagementWorldwideRemote

LINK Values

Competitive - innovate to win

Excellence - strive to deliver quality in everything we do

Respect - listen to build open and honest relationships

Integrity and Accountability - do the right thing, the right way

Revenue Team Mantras

We leverage technology (especially AI/ML) to do more with less, we move quickly to acquire/test technology and move quickly to expand/maintain/cancel tests based on efficacy seen – we aren’t frivolous, but we don’t penny pinch here

We only hire when we know something works in generating efficient incremental revenue and it will scale at a similar or better level of efficiency with a dedicated FTE

Eighty twenty rule always needs to apply – perfect is the enemy of good

Always think 10x when making process decisions (IE what would you do if you have 10x the amount of leads, 10x the amount of deals, 10x the amount of salespeople etc.)

The RoleOPERATIONS

Revenue operations support:

Help researching and implementing HubSpot (CRM/Marketing Automation), Fathom (AI Notetaker) and PandaDoc (Proposal/Contract Management) improvements that allow LINK to scale 10x (while respecting the 80/20 rule)

Research and recommend new technologies (especially AI/ML-related) that allows LINK to grow 10x while only growing the Revenue Team incrementally

North Star for Revenue Operations:

Salespeople do not need to do manual entry into HubSpot

HubSpot’s revenue forecast is accurate according to objective, AI-driven assessment

SALES

Sales collateral development

Both writing and design – leveraging AI/ML to do so efficiently and at scale

MARKETING

Marketing collateral development:

Both writing and design – leveraging AI/ML to do so efficiently and at scale

Website support:

Execute all required website improvements on LINK’s corporate website

Social media support

Leveraging AI, compose LinkedIn posts that engage LINKs ICPs, investors and future Team Members

Collaborate on populating and own execution on content calendar

CLIENT SUCCESS

Client Success collateral development
Both writing and design – leveraging AI/ML to do so efficiently and at scale

Life at Link Investment Management

Thrive Here & What We Value .1. Innovative.2. Digital.3. SaaS business solution.4. Empowers plan administrators and members.5. Simple, affordable, efficient management.6. Solutions for all sizes of companies.7. Collaborates with channel partners like BMO.8. Scalability potential.9. DNA from successful FinTech scale-ups

Revenue Coordinator

Life at Link Investment Management

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