Hybrid Senior Sales Operations Analyst

First Eagle Investments; New York (NY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Flexible/hybrid work environment

Generous time-off

Medical/dental/vision plans

401(k) retirement and profit-sharing

Job summary

First Eagle Investments seeks a Sales Operations Specialist to join their New York Institutional team. The role focuses on sales support with light administration for senior leaders and coverage during vacations.

Responsibilities include scheduling meetings, preparing presentations, maintaining client data in Salesforce, generating pipeline reports, coordinating communications, and assisting with invoices in Workday. A hybrid work environment is offered.

Qualifications

• Undergraduate degree preferred
• 5+ years' experience in the financial services industry, preferably on a sales team or as an administrative sales support
• Proficient with Salesforce and reporting features
• Advanced proficiency with Excel and PowerPoint
• Excellent verbal and written communication skills

Responsibilities

• Assist the sales team with scheduling meetings, preparing presentations, proposals and sales materials
• Maintain and update client information and sales tracking in Salesforce
• Generate regular sales activity and pipeline reports
• Coordinate client communications and follow-ups
• Prepare and submit invoices and expense reports in Workday
• Occasionally support other team members during vacations or busy periods

Skills

Salesforce proficiency

Excel

PowerPoint

Time management

Communication skills

Discretion and professionalism

Organizational skills

Education

Undergraduate degree preferred

Tools

Salesforce

Workday

Job description

First Eagle Investments seeks a Sales Operations Specialist to join their New York Institutional team. The role focuses on sales support with light administration for senior leaders and coverage during vacations.

Responsibilities include scheduling meetings, preparing presentations, maintaining client data in Salesforce, generating pipeline reports, coordinating communications, and assisting with invoices in Workday. A hybrid work environment is offered.