Job Description:

The Role

We are look for someone to join our growing Revenue Operations team. This role will split time between automation projects, new integrations and implementations, and providing end user support for our SaaS applications or platforms; including troubleshooting, monitoring, and administration. They participate in the planning and documentation of policies and procedures to ensure system implementation, design, and maintenance consistent with company goals, industry best practices, and Fidelity requirements. Responsibilities include:

• Configure, monitor, and maintain SaaS systems
• Create and maintain documentation for applications, processes, and procedures
• Perform incident management (troubleshooting) and develop response procedures to ensure they are addressed appropriately
• Manage end user accounts, permissions, and access
• Recommend, schedule, and perform system improvements, upgrades, and re-configurations
• Transmit data between systems with automation
• Assist in implementing new SaaS applications
• Advise business on new and existing SaaS systems to reduce waste in cost or time management
• Work closely with RevOps team to ensure the tech stack is full aligned with the needs of our stakeholders and enables them to be always efficient and savvy

The Expertise and Skills You Bring

• Rev Ops professional with 3+ years of experience
• Experience with Salesforce, HubSpot, Pardot, Microsoft BI, Microsoft Excel
• Project management and communication skills including
• Creating and maintaining documentation
• Implementing new systems
• Working cross-functional to support all stakeholders
• Systems expert with deep understanding and experience with integrations and data management best practices
• Problem-solver who can help identify and own projects that help automate manual work for stakeholders
• Ability to present ideas and solutions in “user-friendly” language

The Team

We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.

This opportunity is brought to you by Fidelity Labs.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.