About Us
Petra Funds Group is a single-source provider for fund administration and infrastructure needs for private equity and debt funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.
Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who've spent years working with asset managers is what differentiates us.
Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.
At Petra Funds Group, we help some of the world’s leading private funds operate with excellence. As our firm continues to grow, we’re looking for a
Manager, Sales Operations to support our Business Development team in scaling best-in-class sales operations and analytics.
Reporting to the Director of Sales Operations, this person will play a key role in ensuring our sales process runs smoothly — from CRM hygiene and pipeline tracking to proposal logistics and reporting. You’ll also drive continuous improvement through analytics, dashboards, and process refinement that help our team win more effectively.
What You’ll Do
- Partner with the Business Development team to streamline and execute sales processes, ensuring consistent CRM data integrity and pipeline accuracy.
- Manage Salesforce reporting, dashboards, and analytics to provide clear visibility into performance and growth opportunities
- Oversee proposal logistics, meeting cadence, and documentation to ensure a seamless client experience.
- Identify and implement process improvements across sales enablement, reporting, and operations.
- Collaborate cross-functionally with marketing, client service, and leadership teams to support strategic initiatives.
Required
Qualifications
- 5–10 years of experience in Sales Operations, Sales Enablement, or related business operations roles.
- Strong proficiency in Salesforce CRM (dashboards, reporting, data management).
- Exceptional organizational and analytical skills with a continuous-improvement mindset.
- Clear, proactive communicator with strong follow-through and collaboration skills.
- Based in the New York metro area, with the ability to work 3 days per week in office.
Preferred
- Experience supporting proposal development, pipeline management, or client onboarding.
- Background in financial services, fund administration, or private equity/debt fund operations.
- Familiarity with sales enablement materials, templates, and version control.
- Experience designing dashboards or tracking sales-conversion/pipeline metrics.
Salary RangeAt Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.
How We Care
We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:
- 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
- Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
- 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
- Flexible paid time off to recharge, travel, or take care of what matters most.
- Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
- Hybrid work environment that offers flexibility and supports work-life balance.
- Certified Great Place to Work®, based on direct employee feedback about our culture, trust, and workplace experience.
- Funded amount is prorated for new hires.
What We’re Proud Of
We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:
- Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
- Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.
