Sales Operations Specialist

About the role

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:

• 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, 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, streamline revenue and billing processes, and drive operational efficiency. This is a pivotal role in the future of Gen II’s technology growth strategy.

Our software serves 300 clients with over $1 trillion of assets under management and 45,000 LPs.

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.

Requirements

• 2-4 years of experience in sales operations or a related role.
• Minimum 1 year of Salesforce experience required.
• Experience with outreach.io or similar sales engagement tools is preferred.
• Bachelor’s degree required.
• High attention to detail and accuracy.
• Customer-focused, with strong technical skills, professional accountability, teamwork, self-direction, and emotional intelligence.
• 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.

Pay

The salary range for this position is $75,000–$80,000, depending on the candidate’s experience level.

Benefits

A comprehensive benefits package is included.

Schedule

This role follows a hybrid schedule, requiring three (3) days a week in the office and two (2) days remotely.