Hybrid Sales Operations & Analytics Specialist

Gen II Fund Services; Boca Raton (FL); Hybrid; USD 75,000 - 80,000; Full time

Job summary

Gen II Fund Services is seeking a Sales Operations Specialist to support the Gen II Digital team. You will manage Salesforce data, build dashboards, and help optimize billing and revenue processes while improving cross-functional collaboration.

This role is based in Boca Raton with a hybrid schedule of three days in the office and two remote days. The ideal candidate has 2–4 years in sales operations, at least 1 year in Salesforce, and strong analytical and presentation skills.

Qualifications

• 2-4 years of experience in sales operations or a related role.
• Minimum 1 year of Salesforce experience required.
• Experience with Outreach.io or similar sales engagement tools is preferred.
• Bachelor's degree required.
• High attention to detail and accuracy.
• Excellent written and verbal communication skills, including strong presentation of data and insights to stakeholders.

Responsibilities

• Oversee Salesforce data accuracy, reporting, and analytics to aid business decision-making.
• Create dashboards and reports that deliver actionable insights on key metrics like pipeline health, sales speed, and customer acquisition costs.
• Prepare and track client billing and accounts receivables.
• Manage Salesforce workflows, dashboards, and system integrations.
• Create and update accurate documentation to track changes and updates in the sales process.
• Prepare sales proposals for account executives, ensuring terms and guidelines are followed.
• Improve overall utilization of sales team resources including time, tools, technology and processes to achieve higher results with a focus on our advisory business.
• Other tasks as assigned.

Skills

Sales operations

Data analytics

Cross-functional collaboration

Business acumen

Education

Bachelor's degree

Tools

Salesforce

Outreach.io

Job description

Gen II Fund Services is seeking a Sales Operations Specialist to support the Gen II Digital team. You will manage Salesforce data, build dashboards, and help optimize billing and revenue processes while improving cross-functional collaboration.

This role is based in Boca Raton with a hybrid schedule of three days in the office and two remote days. The ideal candidate has 2–4 years in sales operations, at least 1 year in Salesforce, and strong analytical and presentation skills.