Kyle Johnson

Revenue Operations Manager at Wealthbox

Kyle Johnson has a diverse work experience spanning various roles and industries. Kyle is currently working as a Revenue Operations Manager at Wealthbox, a CRM software application for financial advisors. In this role, they help wealth management firms and advisor networks streamline operations and grow their businesses.

Prior to this, Kyle worked as a Marketing Operations Manager at Stats Perform, where they implemented an attribution program and revamped the lead lifecycle to improve lead conversion. Kyle also set marketing goals for the company through a historical bottom-up approach.

Before that, Kyle held multiple positions at Advicent, including Director of Revenue Operations, Revenue Operations Lead, Marketing Operations Lead, Senior Marketing Operations Specialist, and Marketing Operations Specialist. In these roles, they managed cross-functional ABM initiatives, developed sales operations processes, and coached business development representatives. Kyle also procured and implemented various technology solutions.

Kyle's earlier experience includes working as a Business Analyst at Milwaukee Composites, Inc., where they enhanced sales demand accuracy and raised profit margins by identifying errors in the quotation process.

In addition to their professional experience, Kyle has also served as a Head Coach at Los Gatos PONY Baseball, where they mentored and coached a youth baseball team.

Kyle Johnson attended Los Gatos High School from 2005 to 2009, but did not obtain a degree or specify a field of study during this time. Subsequently, they pursued higher education at the University of Arizona from 2009 to 2013, where they earned a Bachelor's Degree in Economics with a minor in Communications. Additionally, in October 2017, Kyle obtained a certification called "Vista Marketing Accelerate" from Vista Consulting Group.

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