Morrow Sodali is a leading provider of strategic advice and shareholders services to corporate clients around the world. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and acquisitions, annual and special meetings, shareholder activist initiatives, multinational cross-border equity transactions and debt restructuring services. From headquarters in New York and London, and offices and partners in major capital markets, Morrow Sodali serves more than 1000 corporate clients in 80 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, ETFs, stock exchanges and membership associations.

We are searching for an experienced, reliable, and task-oriented member of our Global Sales Operations team. This resource will work directly with global business development and sales leaders, supporting the operation of the business and running necessary metrics, and will be responsible for daily support of the Salesforce CRM as well as backing up our regional sales operations teams.

The ideal candidate is highly self-motivated and capable of managing their workload and prioritizing tasks in a fast-paced corporate environment. This is an excellent opportunity to join a growing company where you can directly add value toward our achieving aggressive sales goals.

This function will report to the Head of Global Sales Operations and will support the global business development units with a special focus on supporting North America growth. This is a hybrid role, with the expectation of being in the NYC and/or Stamford, CT office(s) two to three days per week.

Duties include but are not limited to:

Salesforce maintenance, Salesforce front end administration, end-user support on Salesforce processes and system
Building and maintaining sales process, sales enablement, and other sales collateral including but not limited to pitch decks by service, and sales playbooks (in coordination with marketing)
Navigating across Salesforce CRM & NetSuite ERP to provide the support needed across Sales-Finance-Marketing teams
Supporting data collection and analysis for ongoing reviews of business processes and optimization strategies.
Maintaining and producing accurate reports and dashboards used monthly, quarterly, and yearly to monitor the business
Collecting, analyzing, and summarizing information and trends to prepare reports to be used by senior leadership.
Conducting insightful, ad hoc analyses to investigate ongoing or one-time operational issues
Performing daily, weekly, and monthly reviews and analyses to monitor the business using operational metrics and reports, and documenting and clearly communicating the results of your efforts
Supporting Business Development teams in the creation and management of accounts, opportunities, and contacts in Salesforce including evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions
Working collaboratively and effectively with other members of the Sales Operations team as well as members of management, operations and business units to secure required data and information and to develop and share relevant analyses
Data cleanup in Salesforce.com necessary to support the users in Salesforce.com

Qualifications and Experience:

Minimum of 5 years’ relevant job experience
Demonstrated expertise with Salesforce.com administration (page layouts, fields, dashboard and report design, creation and maintenance, flows, and basic overall maintenance)
Ability to help translate user requirements into Salesforce functionality along with the Salesforce administrator
Excellent team player who understands the success of the Sales, Marketing and Finance teams depends on good coordination through the Sales Operations function
Proficiency in Excel, PowerPoint, and Word
Excellent written and verbal communication skills
Excellent time management and multi-tasking skills
Detail oriented, analytical, strong problem-solving skills and inquisitive
Strong organizational skills and ability to multi-task

Salary range: $85,000-$1100,000 commensurate with experience, plus an annual performance-based bonus and a wide range of benefits, including medical insurance and 401(k) plan with company match.

Morrow Sodali

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Manager, Global Sales Operations