Sales Ops & Business Development Specialist

The Investments & Wealth Institute is a renowned professional membership organization and credentialing body for wealth management certifications. They are seeking a Sales Operations & Business Development Specialist to support revenue-generating activities and maintain the integrity of client relationships through efficient sales processes.

Responsibilities:

• Maintain accurate records of client interactions, opportunities, and account status within HubSpot, Salesforce, and Fonteva
• Generate, edit, and manage proposals, agreements, and invoices, following up to secure executed documentation
• Assist with sales reporting, renewal tracking, and client engagement metrics to ensure timely data entry and funnel progression
• Identify opportunities to improve documentation, reporting, and workflow efficiency
• Create and manage outreach sequences within HubSpot to support prospecting activities

Requirements:

• At least 3 years of experience supporting sales or biz dev functions with a heavy emphasis on CRM systems
• Highly organized and comfortable managing the 'nitty-gritty' of legal agreements and financial tracking
• Proficiency in Microsoft Office 365, Adobe PDF tools, and Salesforce
• Intellectually curious and committed to ongoing professional development within the financial services industry