Job Details
Company Overview
Our client is a leading, private, employee-owned investment management firm. With a strong track record of delivering superior returns, the firm combines rigorous research with behavioral insights to make informed investment decisions. The firm operates in a collaborative environment, valuing innovation and expertise to drive its continued success.
Position Summary
The firm is seeking a dynamic and experienced Senior Sales Operations/Salesforce Administrator to lead the development and execution of sales operations strategies within Salesforce. This role will play a pivotal part in defining processes, ensuring alignment, and optimizing revenue-generating activities while fostering cross-functional collaboration. The ideal candidate will be able to solve business problems by customizing the Salesforce Platform. They will build, configure, and automate technology solutions to deliver business value. The role will work with stakeholders and sales teams to define system requirements and customize the platform. Most importantly, they will enable users to get the most out of Salesforce technology. The candidate will evaluate, select and implement the firm s first marketing automation system as part of the role. As a small business, the firm is looking for the candidate to function in both the Sales/Revenue Operations / Business Analyst role as well as the Salesforce Administrator role.
Key Responsibilities
- Maintain ongoing dialogue with sales personnel and management to develop and refine sales operations strategies in alignment with the firm s goals.
- Implement and improve processes to measure and enhance sales efficiency, streamline workflows, and drive revenue growth.
- Lead the enhancement of the technology stack to support revenue operations and increase productivity.
- Handle all fundamental Salesforce administrative functions including routine tasks such as user account maintenance and workflows
- Carry out regular internal Salesforce system audits and upgrades
- Work with sales teams to set up personalized dashboards, fields, alerts and reports to shorten the sales cycle and track every lead in greater detail.
- Provide actionable insights by sales revenue data and surfacing recommendations for improvement.
- Play a key role in strategic planning, contributing revenue-focused perspectives to drive firm growth.
- Foster a culture of continuous improvement, innovation, and accountability within the revenue operations pillar.
- Collaborate with teams to ensure pipeline management and resource allocation and identify best practices
Qualifications
- Bachelor's degree.
- Sales Operations/Revenue Experience
- Minumum 5 years in a similar role at an asset management/financial services firm
- Strong Salesforce product knowledge, especially Sales Cloud and at least 5+ years of Salesforce administration hands-on experience with Sales Cloud and Marketing Cloud
- Certified Salesforce Administrator
- Additional Salesforce certifications, including Sales Cloud and Marketing Cloud preferred
- Marketing Automation experience highly preferred.
- System integration experience with Outreach and/or Gong are preferred
- System integration experience with DST SalesConnect is a plus
- Wants to work with a small business, wear several hats
- Must be willing to work in an office environment 5 days a week.
Join the firm
If you are a results-oriented individual with a passion for optimizing sales processes and operations and a desire to be part of a forward-thinking investment management firm, the firm invites you to be considered This role offers the unique opportunity to shape revenue operations strategies, enhance processes, and drive growth within a collaborative and innovative environment.