Sales Operations Associate (AI-enabled)

Great Gray • Boston, MA

6d • $50,000 - $65,000 • Hybrid

About The Position

Great Gray is looking to add a Sales Operations Associate (AI-enabled) to our Revenue Operations team. This is an administrative role that is responsible for producing, analyzing, and quality-controlling key sales reports and analytics that enable our sales professionals to engage clients with data-driven insights. The Sales Operations Associate will serve as the primary point of quality control for several client-facing deliverables, including but not limited to Total Cost Analysis (TCA), Target Date Fund (TDF) comparison and suitability reports. Ideally, this individual will drive the adoption of AI tools to identify and eliminate process inefficiencies.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, or a related field.
• 1+ years of post-graduate experience in sales support or a related role.
• Demonstrated experience producing and quality-controlling analytical reports, with a strong attention to detail and commitment to data accuracy.
• Strong analytical skills with the ability to interpret complex data sets and translate findings into clear, client-ready deliverables.
• Proficiency in Microsoft Excel and experience with data visualization or reporting tools.
• Effective written and verbal communication skills to both internal and external stakeholders.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience supporting intermediary distribution channels or working with financial advisors and institutional clients is preferred.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Nice To Haves

• Experience creating operational efficiencies via automation or projects in Claude or other AI/ML technologies is highly preferred.
• Experience within asset management or financial services is highly preferred.
• Exposure to investment products, including target date funds, collective investment trusts (CITs), and other retirement plan investment vehicles is highly preferred.
• Familiarity with CRM platforms (Salesforce) is a plus.

Responsibilities

• Develop and deliver high-quality Total Cost Analysis (TCA) reports, Target Date Fund (TDF) comparisons, and other sales enablement materials with a strong emphasis on accuracy and timely turnaround.
• Cultivate strong day-to-day communication and flexibility in work style to promote team success and meet group metrics.
• Collaborate cross-functionally with sales and investment oversight teams to validate and maintain current fund information ensuring final report materials remain accurate.
• Serve as the primary quality control checkpoint for all client-facing sales reports and analytics, ensuring accuracy, consistency, and completeness before deliverables are distributed to sales professionals.
• Transpose plan and participant data to be displayed within Target Date Fund (TDF) suitability reports that support sales conversations.
• Provide performance data, product information, and analytical support to enable sales representatives to pursue and close new business.
• Maintain and continuously improve reporting templates, processes, and quality control procedures to enhance efficiency and output quality.
• Understand and apply compliance regulations to report templates and processes as directed by the Compliance Team.
• Support cross functional team discussions to identify improvements to fund data sources and procedural efficiencies.
• Reference and maintain training materials and guides to ensure up-to-date procedures and accurate data.
• Complete other related duties as assigned.

Benefits

• Be an integral part of a high-growth organization!
• Competitive compensation package
• Group medical, dental and vision insurance
• Employer-paid life and disability insurance
• Annual well-being stipend
• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees