Revenue Operations Specialist

About Winston Artory Group

WAG is transforming how art and collectibles are valued, managed, and traded. Born from the merger of Winston Art Group (the largest independent appraisal and advisory firm in the U.S.) and Artory (a pioneer in art tokenization), we combine deep industry expertise with technologies like AI and blockchain to modernize a $2.9 trillion global asset class.

• High-impact role at a growing company with revenue, funding, and a compelling vision
• Build and contribute at the intersection of art, fintech, AI, and blockchain
• A collaborative, pragmatic team that values speed, clarity, and technical quality
• Friendly culture with an HQ in NYC
• Competitive compensation and meaningful equity
• Backed by top VCs and trusted by leading collectors, advisors, and institutions

The Revenue Operations Specialist ensures that the Business Development team has the right tools, processes, and insights to succeed, while also building a strong operational backbone through Salesforce and revenue systems. By bridging strategy, technology, and frontline support, the Specialist increases BD effectiveness, improves data‑driven decision‑making, and ultimately drives revenue growth.

This role supports the two co‑heads of the Business Development department as well as a team spanning across the US. You will work closely with many BD professionals who manage relationships across multiple time zones, client segments, and markets. This role requires 4‑5 days per week in our NYC office.

• Serve as the primary administrator for Salesforce, ensuring data integrity, accurate pipeline tracking, and smooth integration with other business tools.
• Troubleshoot and resolve system issues; recommend and implement improvements.
• Maintain and update client records in Salesforce, including contact details, collection information, meeting notes, and follow‑up actions.
• Cleanse and structure lead, client, and referral data for reporting.
• Conduct research on potential new clients using sources such as Wealth‑X, Forbes, and internal referral lists.
• Train team members on Salesforce best practices and ensure proper usage.

• Assist BD reps with personalized campaigns, automations, and follow‑ups.
• Monitor progress on individual BD plans, track outreach activity, and flag overdue or outstanding follow‑ups.
• Prepare agendas and briefing materials for client and prospect meetings; capture meeting notes and ensure timely input into CRM.
• Build and maintain dashboards to provide real‑time insights into pipeline health, BD performance, and revenue metrics.
• Assist with internal BD reporting and quarterly review preparation.
• Track KPIs across BD performance, lead conversion, and revenue contribution.
• Present insights to inform go‑to‑market and growth strategy.
• Field and direct inquiries that come through the BD team’s general inbox.

• Identify inefficiencies in BD and revenue workflows; recommend process improvements.
• Automate manual tasks and streamline lead qualification, follow‑up, and reporting.
• Collaborate with marketing, advisory, appraisal, and appraisal manager teams to ensure alignment across the customer journey.
• Gather feedback from BD reps on prospect objections, client needs, and competitor insights to improve sales strategy.

• Support logistics for internal and client‑facing events, including guest list tracking, calendar invites, materials prep, and on‑site execution.
• Attend select art market events and conferences alongside the BD team to support brand visibility and deepen business relationships.

• 2–5 years of experience in revenue operations, sales enablement, or business development support.
• Proven experience as a Salesforce administrator, including CRM data management and reporting.
• Strong analytical skills; proficiency with Excel and data reporting tools.
• Excellent written and verbal communication skills; ability to create impactful client‑facing materials.
• Highly organized with the ability to manage multiple projects and competing deadlines.
• Collaborative, proactive, and solutions‑oriented,…