Sales Operations Specialist

Gen II Fund Services•New York, NY

9d•$75,000 - $80,000•Hybrid

About The Position

We are looking for a skilled and motivated Sales Operations Specialist to work with our Gen II Digital team, managing our software clients across a variety of solutions, such as: An investor portal that helps fund sponsors increase productivity and communicate better with their investors. An analytics platform that allows clients to analyze fund data across numerous metrics and performance KPIs. A data integration toolset which allows clients to integrate Gen II fund admin data with both in-house and third-party platforms. Electronic subscription software. This electronic subscription software is an easy-to-use tool for investors to quickly complete their paperwork electronically for investing in a sponsors’ fund, deal, coinvest or other types of investments. The ideal candidate brings a mix of Salesforce expertise, project management skills, invoicing and billing experience and strong business acumen. They will help optimize cross-functional collaboration, optimize our revenue and billing processes, and drive operational efficiency. This is a pivotal role in the future of Gen II technology growth strategy. Our software serves 300 clients with over $1 trillion of assets under management and 45,000 LPs.

Requirements

2-4 years of experience in sales operations or a related role.
Minimum 1 year of Salesforce experience required.
Bachelor's degree required.
High attention to detail and accuracy.
Customer focused, technical skills, professional accountability, teamwork, self-direction and emotional intelligence.
Has a strong ability to take initiative.
Thrives in a fast-paced environment and is comfortable with change.
Excellent written and verbal communication skills, including strong presentation of data and insights to stakeholders.
Business Acumen with knowledge of SaaS business models.
Ability to thrive in a team environment and work independently.

Nice To Haves

Experience with outreach.io or similar sales engagement tools is preferred

Responsibilities

Oversee Salesforce data accuracy, reporting, and analytics to aid business decision-making.
Create dashboards and reports that deliver actionable insights on key metrics like pipeline health, sales speed, and customer acquisition costs
Prepare and track client billing and accounts receivables.
Manage Salesforce workflows, dashboards, and system integrations
Create and update accurate documentation to track changes and updates in the sales process.
Prepare sales proposals for account executives, ensuring terms and guidelines are followed.
Improve overall utilization of sales team resources including time, tools, technology and processes to achieve higher results with a focus on our advisory business.
Other tasks as assigned.