Engagement Operations Analyst – Associate

Jobtailor; Colorado; On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor in Colorado is hiring a Business Operations Specialist to deliver CRM-based reporting and analytics, powered by Power BI and AI agents. You will support business development, lead qualification, and client proposals while ensuring data integrity and process improvements across global teams.

The role emphasizes collaboration with Relationship Managers, managing invoices, and driving CRM adoption to optimize revenue operations.

Qualifications

• 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.
• Advanced proficiency in Microsoft Excel and ability to quickly learn new systems.

Responsibilities

• Prepare and deliver reporting and analyses using CRM reports, Power BI dashboards, and AI-powered agents.
• Support business development through prospect research, conference materials, and account-based marketing initiatives.
• 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 of system enhancements and releases.
• Drive adoption of CRM capabilities across teams.
• Coordinate responses to RFPs across Chatham teams.
• Manage inbound support requests, deliver training, and drive process improvements.
• Provide global support to Relationship Managers across US offices, London, Amsterdam, etc.

Skills

Advanced Excel

Sales Operations

AI tools

CRM data integrity

Critical thinking

Attention to detail

Stakeholder management

Tools

CRM Systems

Power BI

AI-powered agents

Large Language Models

SaaS management

Job description

• Prepare and deliver 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, 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
• 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 quicklyAttention to detail and ability to synthesize information with a high-level perspective

Core Competencies

Demonstrates advanced proficiency in Microsoft Excel and experience with CRM systems, AI tools, and SaaS management. Capable of supporting business development initiatives and managing client proposals while ensuring data integrity and process enhancements.

Highest-signal resume keywords

• Advanced Proficiency In Microsoft Excel
• Experience In Sales Operations
• Hands-On Experience With AI Tools
• CRM Data Integrity Management
• Critical Thinking

Hard Skills

• CRM Reporting
• Power BI Dashboards
• SaaS Subscription Management
• Proposal Preparation
• Data Validation
• Performance Analysis
• Account-Based Marketing
• Lead Qualification
• Process Enhancement
• Training Delivery

Soft Skills

• Service-Oriented Mindset
• Attention To Detail
• Ability To Manage Competing Priorities
• Strong Commitment To Stakeholder Success
• Ability To Synthesize Information

Industry Keywords

• Financial Services
• Consulting
• Revenue Operations
• Business Development
• Stakeholder Management

Tools & Technologies

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