Revenue Operations Specialist

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble, and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition, and more. 

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. 

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. 

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. 

The Role:

Reporting to the Senior Director of Revenue Operations. You will be supporting day-to-day operations of the Revenue Operations team. You will assist the Sales and Revenue teams in optimizing sales processes, managing sales data, and ensuring smooth operations to support revenue generation. This role is ideal for someone who is detail-oriented, enjoys working with dynamic sales teams, working with data, and wants hands-on experience in business operations and sales.

Location: This role requires a hybrid work schedule, with 2-3 days per week in our Soho, NY office to foster collaboration and teamwork. 

Responsibilities:  

• Work with the Senior Director and the broader team on quarterly reporting, and templatization of these reports across revenue streams. 
• Sales Operations Support: Support day-to-day operations of the sales team including CRM management, reporting, tracking sales performance, and client information 
• Continuous Process Improvement: Identify opportunities to streamline sales processes and improve operational efficiency. Recommend solutions to enhance sales productivity and reduce friction in the sales cycle. 
• Develop internal and external presentations using powerpoint, canva or other tools. 
• Develops reports, requiring data analysis and summarization of data from different sources. 
• Support ad-hoc projects for the leadership team. 

 Qualifications: 

• Bachelor’s degree in Business, Finance, Economics, or a related field 
• 1 years of experience in operations, business analysis, sales operations or a related role (internship experience considered) 
• Analytical mindset with the ability to track performance metrics (excellent Excel skills including creating pivot tables, formulas, and charts) 
• Detail-oriented with excellent problem-solving and organizational skills 
• Experience managing cross-functional projects and working with senior stakeholders 
• Ability to work independently and thrive in a fast-paced environment 

Preferred Qualifications: 

• Understanding of private markets, alternative investments is preferred 
• Knowledge of CRM tools (Salesforce, HubSpot, etc.) is a plus 

For residents of New York, NY the annual salary range for this role $80,000 – $90,000  annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.