Our client, an Investment Management firm in NYC, is seeking a Sales Operations Specialist to join their team.

The Sales Operations role is critical in ensuring the efficiency and effectiveness of the sales team. This position focuses on optimizing sales processes, managing data and CRM systems, and providing actionable insights to support strategic decision-making and revenue growth.

Key Responsibilities

• Sales Process Optimization: Streamline workflows, identify inefficiencies, and implement improvements to enhance productivity.

• CRM Management: Oversee tools like Salesforce or HubSpot to ensure accurate data and smooth sales operations.

• Data Analysis: Analyze sales performance metrics, identify trends, and deliver insights to guide strategies.

• Forecasting: Develop sales forecasting models and dashboards to monitor KPIs and track team performance.

• Collaboration: Work closely with sales reps, marketing, finance, and other departments to support the sales effort in the field.

• Training & Onboarding: Provide training on CRM systems, tools, and processes for new hires.

• Reporting: Create detailed sales reports and dashboards for leadership review.

• Research: Provide salespeople with analysis of opportunities and help develop meeting preparation.

Qualifications

• Bachelors Degree Required

• 1+ year of experience within financial services in an accounting, operations or client service capacity

• Some experience working with databases and spreadsheets.

• Strong analytical skills with proficiency in CRM systems.

• Excellent communication and organizational skills.

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Sales Operations Specialist