Sales Operations & Salesforce Analytics Specialist (Hybrid)

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

Benefits offered by this job

Comprehensive benefits package

Hybrid work schedule

Job summary

Gen II Fund Services, LLC is seeking a Sales Operations Specialist to join the Gen II Digital team, supporting our software clients across a range of solutions including investor portals, analytics, data integration, and electronic subscription tools.

The role focuses on Salesforce data integrity, reporting, and analytics, plus billing processes and cross‑functional process optimization to drive revenue efficiency.

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; customer-focused with 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 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 utilization of sales team resources to achieve higher results with focus on advisory business.
• Other tasks as assigned.

Skills

Sales operations

Data analytics

Cross-functional collaboration

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Outreach.io

Job description

Gen II Fund Services, LLC is seeking a Sales Operations Specialist to join the Gen II Digital team, supporting our software clients across a range of solutions including investor portals, analytics, data integration, and electronic subscription tools.

The role focuses on Salesforce data integrity, reporting, and analytics, plus billing processes and cross‑functional process optimization to drive revenue efficiency.