Operations Associate – National Markets & Sales Team (West)

Siegfried Group•San Francisco, CA

11d•Onsite

About The Position

Supporting our Business Development team with matters such as, but not limited to, client acquisition/prospecting, meeting/presentation coordination and support, tracking and documentation of client meetings, account management, organization and planning of client related events. Recruiting responsibilities such as, but not limited to, assisting with zoom screens and in-person interviews, which includes preparation, documentation, and follow-up, along with planning and organization of MY Relationship dinners and events. Organization and tracking of reports such as, but not limited to, expenses, deployments, receivables, qualified leads, meetings, etc. in CRM, Workday, and PowerBI Assisting on all functional and operational aspects of leading and managing the National Markets and Sales Team (NMST). Additional support within the office, market, region, or other pertinent departments/personnel to ensure effective and efficient collaboration. Special Projects as required.

Requirements

4 Year Degree from Accredited University.
Extraordinary intangible attributes aligned with our High Performance Model® , especially humility, chemistry and communication, and mental agility.
Passion and aptitude for developing & maintaining compelling connections.
Strong networker, including participation in professional & personal networking associations.
Faithful Courage: a willingness and flexibility to do something very new and a desire to learn how to engage others in a powerful manner.
Determination to become a better leader.
Commitment to continually push yourself outside of your comfort zone.
Ability to thrive in a fast-paced, growth-oriented environment with a high energy level.
Ability to work in a collaborative, entrepreneurial environment with demanding and high-quality expectations.
Strong work ethic and professional maturity.
Excellent interpersonal skills as well as strong oral and written communication skills.
Team player with a strong desire to be an active, long-term participant in the overall growth and vision of the Firm.
Strong organizational skills.
Ability and willingness to work a minimum of 45-48 hours per week, on average.
Direct, Full Time Hire Opportunity.
Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management).

Nice To Haves

1+ year of Professional Experience.
Experience in a client-facing position.
Advanced degrees and certifications a plus.

Responsibilities

Supporting our Business Development team with matters such as, but not limited to, client acquisition/prospecting, meeting/presentation coordination and support, tracking and documentation of client meetings, account management, organization and planning of client related events.
Recruiting responsibilities such as, but not limited to, assisting with zoom screens and in-person interviews, which includes preparation, documentation, and follow-up, along with planning and organization of MY Relationship dinners and events.
Organization and tracking of reports such as, but not limited to, expenses, deployments, receivables, qualified leads, meetings, etc. in CRM, Workday, and PowerBI
Assisting on all functional and operational aspects of leading and managing the National Markets and Sales Team (NMST).
Additional support within the office, market, region, or other pertinent departments/personnel to ensure effective and efficient collaboration.
Special Projects as required.

Benefits

competitive base salaries
energizing incentive compensation plans
career enhancement opportunities
our hallmark MY Journey® program
robust healthcare coverage
dental and vision plans
generous paid vacation and sick time allowances
paid holidays
a 401k plan with employer match to support your financial goals
a profit-sharing program that allows you to share in the success of our organization
unique allowances that nurture your physical, emotional, and spiritual well-being