Support the daily workflow of requests received by Sales Operations from Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales
Support ad hoc projects and assignments as needed for Sales Operations leadership and Channel & Client Growth teams
Create and deliver performance reporting using Salesforce, CRM Analytics, Power BI, Excel, and other tools to illustrate performance against sales objectives
Measure, analyze, and communicate key performance metrics, including sales growth, pipeline progression, conversion rates, sales activity, advisor engagement, and goal achievement
Deliver actionable insights and content for sales management, senior leadership, business reviews, and executive summaries
Maintain, refine, and enhance dashboards in Salesforce and CRM Analytics to deliver actionable insights and critical data for measuring sales goals and KPI achievement
Analyze sales trends, business development activity, advisor behaviors, and market penetration to support targeting and growth strategies
Work directly with Sales Managers and Team Leads to implement best practices in opportunity, funnel, and pipeline management to support accurate sales forecasting
Optimize territory coverage and capacity to ensure effective resource allocation across supported sales channels
Collaborate with Business Intelligence, Sales Compensation, Marketing, Finance, Technology, and CRM Development teams to support data governance and operational alignment
Requirements
Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
3+ years of experience in Sales Operations, Revenue Operations, Business Analytics, Financial Services, or a related field
Experience working with Salesforce CRM and sales reporting environments.
Highly motivated self-starter with a strong customer service orientation and commitment to operational excellence
Experience supporting sales, operations, analytics, or business planning functions within financial services, wealth management, asset management, banking, or fintech industries
Experience working in a cross-functional environment supporting Sales, Marketing, Technology, Finance, or Business Intelligence teams