Salary is open.
Updated details: We’re working on redefining the sales ops position and would like to see more junior candidates with 3-5 years of experience. They would join as an Associate or AVP. Given this is a new role, the hiring manager believes she needs someone who is more data driven and can perform a business analytics role. She doesn’t exactly need support with the sales strategy. She needs someone who can verify the data from appropriate sources and enter into Salesforce. This person would need to have experience with data providers, such as DST SalesConnect.
Brookfield Place New York - 225 Liberty Street - on site
Business - Brookfield Oaktree Wealth Solutions
The Position:
The Firm is seeking a Sales Operations Associate or AVP to join the Business Management team in its New York office, working closely with sales, business development, channel marketing, and corporate technology. The role will be responsible for coordinating the daily business of the sales channels including data scrubbing, marketing campaigns, and aid the team in supporting and servicing our Wires, Regionals, Independent Broker Dealers (IBDs), RIAs, and Trust Bank partners.
Responsibilities:
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- Responsible for the acquisition, attribution, maintenance, and integrity of sales data for our global organization. Ensure the data provides high quality and readily accessible information that is needed to effectively manage a sales organization as well as help individual sales professionals manage their territory.
- Analyze large volumes of transaction, CRM activity, and industry data. Translate complex data into insights and recommendations to present to our sales leadership team.
- Create customized, relevant, and dynamic dashboards and/or reports for senior business/sales management, investment partners, distribution partners and sales and marketing.
- Create, analyze and evolve Key Performance Indicators (KPIs) and the associated reporting for the teams and individual roles. Partner closely with sales leadership to identify opportunities to improve performance and achieve targets.
- Work with multiple key stakeholders across all levels to communicate goals clearly and concisely and build consensus across teams to drive projects forward while being able to manage day-to-day tactical activities.
- Research and recommend new data sets and reporting tools. Partner with internal partners and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities.
- Evolve our use of Salesforce, ensuring data accuracy and process efficiency.
- Assist with the budgeting, forecasting, and year-end planning processes.
- Help prepare materials for ad hoc projects, including developing focused analytics, conducting industry research, and preparing presentations.
- Team player able to work effectively at all levels of an organization with the ability to influence others to move towards consensus.
The Candidate:
The successful candidate will possess the following:
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- Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.
- Experience in reporting and analytics role; asset management industry experience, particularly intermediary distribution, strongly preferred.
- Strong analytical and presentation skills; advanced Microsoft Excel and PowerPoint knowledge is required.
- In-depth knowledge of Salesforce (or similar CRM tool) with experience exporting and analyzing additional data sources (for example Wallet share, DST Salesconnect and/or similar distribution related sales and competitor datasets).
- Exceptional attention to detail, placing a high priority on accuracy.
- Strong process-orientation with a client-servicing mind-set.
- Outstanding project management and prioritization skills, with experience leading strategic initiatives.
- Ability to use data to make strategic decisions.
- Results-oriented and entrepreneurial, proven ability to work creatively and analytically.
- Exceptional interpersonal, relationship-building, and communication skills
- Familiarity with the following investment vehicles a plus: open/closed-end private funds, non-traded REIT, Interval Funds, BDCs, and Mutual Funds.
- Project management experience a plus.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities [1]to contact us if you are an individual with a disability and require accommodation in the application process.
Links:
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[1] https://www.yoh.com/applicants-with-disabilities
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