Sales Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the Business Development (BD) team in generating substantial revenue with existing and potential clients within the M&A ecosystem.

• Oversee and ensure the accuracy of the Salesforce database.

• Create customized, high-impact outreach strategies and campaigns targeting key client segments, including M&A attorneys, venture capital and private equity investors, as well as corporate buyers.

• Extract and interpret data from Salesforce.com or other record-keeping systems for the BD team.

• Organize (and participate, as needed) in meetings and client events for the BD team with M&A attorneys, venture capital and private equity investors, and corporate buyers.

• Assess leads generated through the company’s website and marketing efforts, collaborating with the BD team for targeted follow-up.

• Aid in planning product demonstrations and client presentations while managing all subsequent follow-up activities.

• Identify data trends, propose tactical strategies for enhancing current initiatives, and capitalize on emerging trends.

• Prepare and evaluate account performance metrics.

• Work closely with colleagues to establish best practices.

• Contribute towards team objectives and participate in special projects.

• Perform additional duties as assigned.

⛳️ Requirements

• Minimum of 3 years’ experience in sales support or client services.

• At least 3 years’ experience in an analytical role.

• Bachelor’s Degree preferred, or a suitable combination of education, training, and experience.

• Capable of thriving in a dynamic team environment while maintaining a focus on revenue generation.

• Demonstrated history of supporting and contributing to revenue growth.

• Conducts work with the utmost integrity and attention to detail.

• Enthusiastic about developing efficient and scalable business processes.

• Skilled at prioritizing and managing multiple projects simultaneously.

• Results-driven and self-motivated team player.

• Familiarity with Salesforce and NetSuite.

• Proficient in Excel at an intermediate to advanced level.

• Strong organizational skills to effectively manage workload.

• Proven ability to collaborate with individuals of diverse personalities.

• Strong communication skills, capable of engaging effectively with staff at all levels and coordinating a variety of internal and external activities.

• Exceptional verbal and written communication abilities.

🏝️ Benefits

• Day-one coverage: medical, dental, and vision plans to ensure you’re protected from the outset.

• A 401(k) plan with a 4% company match to help secure your future.

• Discretionary time off - take the time you need, when you need it.

• Employer-paid life insurance, with the option to purchase additional coverage for added peace of mind.

• Employee Assistance Programs for confidential support when life becomes challenging.

• Discounted pet insurance, because furry family members matter too.

• A fitness credit to support your health and wellness aspirations.

• Pre-tax programs for dependent care, transportation, and flexible spending.