Engagement Operations Analyst

Jobtailor; Colorado; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Colorado is seeking a Sales Operations Analyst to deliver revenue analytics using CRM reports, Power BI dashboards, and AI-powered agents. You will support business development with prospect research, conference materials, and monthly performance presentations.

You will ensure CRM data integrity, drive CRM adoption, and coordinate proposals and invoicing. The role requires 2+ years in financial services or consulting, strong Excel, and the ability to work from Denver or Kennett

Qualifications

• 2+ years of professional experience in financial services or consulting.
• Experience in sales operations or revenue operations preferred.
• Advanced Microsoft Excel skills.
• Ability to learn new systems quickly and handle multiple priorities.
• Experience using AI tools to improve business processes.
• Strong written and verbal communication.

Responsibilities

• Prepare and deliver sales/revenue operations reporting and analyses using CRM reports, Power BI dashboards, and AI-powered agents.
• Support business development through prospect research, conference materials, account-based marketing and monthly performance presentations.
• Review, qualify, and route inbound website leads to appropriate Relationship Managers.
• Prepare and coordinate client proposals, contracts, and NDAs.
• Prepare and manage SaaS subscription and service retainer invoices.
• Ensure CRM data integrity and support testing and validation of system enhancements and releases.
• Drive adoption of CRM capabilities.
• Coordinate responses to RFPs across Chatham teams.
• Deliver training sessions and drive process enhancements.
• Provide global support to Relationship Managers and advisory teams across U.S. offices, London, Amsterdam, Singapore, and Melbourne.

Skills

Sales Operations

Revenue Operations

Advanced Microsoft Excel

AI Tools Utilization

CRM Data Integrity

Lead Qualification

Stakeholder Management

Communication Skills

Tools

Power BI

CRM Systems

LLMs

Job description

• Prepare and deliver sales/revenue operations reporting and analyses using CRM reports, Power BI dashboards, and AI-powered agents
• Support business development through prospect research, conference and meeting materials, account-based marketing initiatives, and monthly performance presentations
• Review, qualify, and route inbound website leads to appropriate Relationship Managers
• Prepare and coordinate client proposals, contracts, and non-disclosure agreements
• Prepare and manage SaaS subscription and service retainer invoices
• Ensure CRM data integrity and support testing and validation of system enhancements and releases
• Drive adoption of CRM capabilities
• Coordinate responses to requests for proposals across Chatham teams
• Manage inbound support requests from Relationship Managers and advisory teams
• Deliver training sessions and drive process enhancements
• Provide global support to Relationship Managers and advisory teams across U.S. offices, London, Amsterdam, Singapore, and Melbourne

Requirements

• 2+ years of professional experience in financial services or consulting
• Experience in sales operations, revenue operations, or a related function preferred
• Service-oriented mindset with a strong commitment to contributing to stakeholder success
• Ability to manage multiple competing priorities in a fast-paced environment
• Technology-forward thinker with the ability to quickly learn new systems
• Advanced proficiency in Microsoft Excel
• Hands‑on experience leveraging large language models (LLMs) and AI tools to improve business processes and operational efficiency
• Critical thinking with the ability to read and comprehend complex information quickly
• Attention to detail and ability to synthesize information with a high-level perspective
• Ability to work from either the Denver, CO or Kennett Square, PA office

Core Competencies

Demonstrates expertise in Sales Operations and Revenue Operations, with a strong focus on CRM data integrity, advanced Microsoft Excel proficiency, and the ability to leverage AI tools for operational efficiency. Capable of managing multiple priorities while delivering high-quality client proposals and supporting business development initiatives.

Highest-signal resume keywords

• Sales Operations
• Revenue Operations
• Advanced Microsoft Excel
• AI Tools Utilization
• CRM Data Integrity

ATS Optimization Keywords

Hard Skills

• Sales Operations
• Revenue Operations
• Advanced Microsoft Excel
• CRM Reporting
• Proposal Preparation
• SaaS Invoicing
• Data Analysis
• Performance Presentation
• Process Enhancement
• Lead Qualification

Soft Skills

• Service-Oriented Mindset
• Critical Thinking
• Attention to Detail
• Ability to Manage Competing Priorities
• Strong Communication

Industry Keywords

• Financial Services
• Consulting
• Account-Based Marketing
• Stakeholder Success
• Global Support

Tools & Technologies

• CRM Systems
• Power BI
• AI-Powered Agents
• Large Language Models