Sales Operations Associate

MarshBerry•Beachwood, OH

3h•Onsite

About The Position

MarshBerry is seeking a Sales Operations Associate to join their team, based in one of MarshBerry’s office locations. This role is crucial for driving MarshBerry’s growth strategy by enabling the sales team to achieve new business goals. The Sales Operations Associate will focus on building sales infrastructure, identifying process improvements, and pinpointing development opportunities. Key responsibilities include regular reporting on key performance metrics, analyzing data, and providing recommendations to leadership.

Requirements

Bachelor’s degree in business, Finance, Marketing or related degrees.
3-5+ years of sales operations, business analytics, or related experience ideally within investment banking or financial services.
Strong analytics experience utilizing excel and BI tools.
Proficient in Microsoft Office Word, Excel, PowerPoint and other software.
Strong communication and relationship-building skills.
Organized, self-motivated, and able to manage multiple priorities.
Maintains confidentiality of proprietary information and that of clients.
Positive and professional, able to show consideration for and maintain good working relations with co-workers and remains open to others’ ideas and exhibits willingness to try new things.
Ability to travel occasionally (10-15%).

Nice To Haves

Related professional designations and licenses are preferred.
Salesforce experience is a plus, especially with reporting and dashboards.

Responsibilities

Enable business development team and MarshBerry consultants to achieve new business goals through continuously improving sales infrastructure and processes.
Support individuals with sales goals with pipeline management, business plans, lead generation and forecasting efforts.
Monitor team members’ productivity and capacity and propose adjustments as needed.
Assist with coaching and developing individuals with sales goals and recommend training opportunities.
Ensure the right performance metrics are in place and develop regular reporting and dashboards to track progress.
Assist with tracking and maintaining information in Salesforce ensuring data integrity and accuracy.
Partner with the Salesforce Operations Team to make updates to Salesforce to enhance the effectiveness of the system.
Collaborate with marketing and other teams to align lead management, thought leadership efforts, and continual improvement of lead quality and conversion.
Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
Stay informed on industry trends, competitors, and emerging opportunities.
Special projects and other tasks as assigned.