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.

Primary 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.

Job Requirements, Skills, Education and Experience

• 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, 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.

Pay

The salary range for this position is $75,000-$80,000 in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Schedule

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.