Revenue Ops & Escalations Specialist

Wealth Management Corp; Thousand Oaks (CA); On-site; USD 93,000 - 130,000; Full time

Benefits offered by this job

Wellness budget

Retirement matching

Job summary

Wealth Management Corp in Thousand Oaks, CA seeks a Customer Service Representative to drive revenue, manage escalation processes, and coordinate with sales and marketing. You will own outcomes, not just tasks, from day one.

The role requires 5+ years in escalation management, transferable Knowledge Base Management skills, and strong communication to adapt as client scope changes. A proactive, metrics-driven mindset helps convert interest into demos.

Qualifications

• 5+ years in Escalation Management roles.
• Transferable Knowledge Base Management skills.
• Ability to stay calm when scope changes for Thousand Oaks clients.
• Strong communication discipline to over-share early and trim later.

Responsibilities

• Report on attribution and channel ROI to inform budget cycles.
• Push Account Management adoption to avoid blind spots.
• Build landing pages turning Thousand Oaks curiosity into demos.
• Develop the Thousand Oaks reference network to close deals.
• Provide Escalation Management signals to indicate buyer readiness.
• Run the mid-level account as the priority among all accounts.

Skills

Escalation Management

Knowledge Base Management

Client communication

Job description

Wealth Management Corp in Thousand Oaks, CA seeks a Customer Service Representative to drive revenue, manage escalation processes, and coordinate with sales and marketing. You will own outcomes, not just tasks, from day one.

The role requires 5+ years in escalation management, transferable Knowledge Base Management skills, and strong communication to adapt as client scope changes. A proactive, metrics-driven mindset helps convert interest into demos.