Sales Operations Specialist

About the role:

We are looking for a dynamic Sales Operations/Enablement Associate to join our team to focus on data analysis. In this role, you will play a crucial part in developing and implementing strategies to track our expansion in the RIA Investment industry.

This includes but is not limited to managing data for Contributions and Distributions, managing multiple targeted contact lists from various Broker/Dealers and RIAs that we support, and attending industry conferences as needed. This role will also contribute to improving our sales and communications processes across both Internal and External sales teams.

Qualifications:

• Bachelor's degree in business, finance, or a related field
• Preferred FINRA or SEC License(s)
• Must have in-depth working knowledge and experience with mutual funds/separate accounts in the TAMP space
• Extensive Microsoft Excel experience, including the use of pivot tables, etc.
• Experience in managing CRM systems, particularly HubSpot
• Prior experience with identifying contributions and/or commissions payment experience preferred
• Strong relationship-building and communication skills
• Excellent leadership and mentoring skills along with the ability to work independently and as part of a team
• Knowledge of regulatory requirements and industry standards
• Willingness to travel as needed

Responsibilities:

• Data analysis for sales team data, contacts, and flows
• Commissions Payouts require identifying & reconciling flows from various platforms
• AUM/AUA Data Management by overseeing Sales Team Purchases/Transactions
• Reconcile AUM figures and upload data into HubSpot (CRM) for Sales Regions tracking
• Curate specific contact lists for Sales Team within CRM
• Identify cross-selling opportunities
• Attend Conferences as needed

About Potomac:

In the past four years, Potomac has grown from under $140M+ to over $2B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate.

A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each want to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor’s needs.

What makes someone successful at Potomac:

To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we’re looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.

Benefits:

• 401(k) & other retirement benefits
• Dental Insurance
• Health insurance
• Health savings account option
• Paid time off
• Parental leave

Work location: On-site in Bethesda, Maryland