Teams at New Frontier Advisors, LLC

Own and scale revenue operations infrastructure across marketing, sales, advisor engagement, onboarding, and reporting. Responsibilities include administering HubSpot, managing CRM workflows and data integrity, governing pipelines, building executive dashboards, supporting campaign and sales operations, tracking advisor lifecycles, and identifying process improvements. The role translates funnel and operational data into actionable insights that improve scalability, accountability, and growth execution.