Sales Enablement & Marketing Ops Associate

Optimatum Solutions LLC; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Employee discounts

Health insurance

Paid time off

Vision insurance

Job summary

Optimatum Solutions in New York City is seeking a Sales Enablement Associate to support Business Development and Marketing, owning CRM data, client relationships, and campaigns. You will translate market research into materials and events, working closely with senior leadership in a fully in-office Midtown NY role.

The position emphasizes initiative, independence, and the opportunity to shape revenue growth through strategic content and campaigns.

Qualifications

• Bachelor's degree required; enrollment in or completion of a master's degree/equivalent a plus
• Minimum of 2 years of work experience in a similar capacity (sales support, marketing, research, or related field)
• Prior experience in Private Equity, Investment Banking, M&A, or Sales Support desired, not required
• Interest in M&A, PE, Finance, and/or Healthcare/Benefits preferred
• Prior course experience in Finance and/or with Private Equity is highly desirable
• Strong technical proficiency in CRM systems and MS Office
• Strong research, synthesis, and presentation skills, paired with sharp attention to detail
• Ability to execute marketing strategies across multiple platforms
• Comfortable with unstructured problems and competing priorities across multiple workstreams
• Ability to work independently as well as within a team environment
• Excellent interpersonal, presentation, verbal and written communication and listening skills
• Knowledge and familiarity with project management tools and processes
• Energy and commitment to deliver high quality results in condensed timeframes

Responsibilities

• Own CRM data integrity to ensure accurate pipelines, reporting, and client tracking
• Manage client relationships and expansion efforts with a proactive, independent approach
• Maintain organized electronic file systems to effectively monitor and track administrative and business development activities
• Execute marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
• Design and refine sales materials that directly influence client engagement and deal success
• Draft thought leadership content based on research findings
• Assist in developing and executing marketing materials by segment
• Coordinate business development events and meetings
• Conduct ongoing research on M&A, Private Equity, Healthcare, and related sectors using publicly available and industry sources
• Review and synthesize insights from industry publications on a weekly, monthly, or quarterly cadence
• Extract key data points for use in marketing communications and sales materials
• Provide sales-related administrative support to senior management as needed

Skills

CRM proficiency

MS Office proficiency

Research skills

Presentation skills

Communication skills

Independent worker

Team collaboration

Sales support experience

Marketing execution

Content design

Education

Bachelor's degree

Master's degree preferred

Tools

CRM systems

MS Office

Job description

Optimatum Solutions in New York City is seeking a Sales Enablement Associate to support Business Development and Marketing, owning CRM data, client relationships, and campaigns. You will translate market research into materials and events, working closely with senior leadership in a fully in-office Midtown NY role.

The position emphasizes initiative, independence, and the opportunity to shape revenue growth through strategic content and campaigns.