Senior Associate, Sales Operations

About the role

A role supporting the systems, data and training that help a client solutions team acquire new clients. The position focuses on building operational infrastructure for a growing team.

What you will do

• Handle incoming leads as the first contact, sorting and directing them so prospects start quickly
• Create and maintain pipeline dashboards and regular reports that turn CRM data into useful insight
• Research prospects and assemble background materials to prepare for outreach
• Work with product and marketing teams to keep outreach materials current and gather market feedback
• Help the managing director track team goals and maintain playbooks, procedures and an internal knowledge base
• Coordinate account opening, application tracking and funding status through client handoff

What they look for

• Experience supporting sales operations, CRM administration and pipeline reporting
• Comfort with data analysis and business intelligence tools
• Ability to work remotely with hours aligned to Eastern time
• Willingness to travel a few times a year for company events
• Strong collaboration and communication skills