Sales Operations Specialist

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

We are looking for a skilled and motivated Sales Operations Specialist to work with our Gen II Digital team, managing our software clients across a variety of solutions, such as:

• An investor portal that helps fund sponsors increase productivity and communicate better with their investors.
• An analytics platform that allows clients to analyze fund data across numerous metrics and performance KPIs.
• A data integration toolset which allows clients to integrate Gen II fund admin data with both in-house and third-party platforms.
• Electronic subscription software. This electronic subscription software is an easy-to-use tool for investors to quickly complete their paperwork electronically for investing in a sponsors’ fund, deal, coinvest or other types of investments.

The ideal candidate brings a mix of Salesforce expertise, project management skills, invoicing and billing experience and strong business acumen. They will help optimize cross-functional collaboration, optimize our revenue and billing processes, and drive operational efficiency. This is a pivotal role in the future of Gen II technology growth strategy.

Our software serves 300 clients with over $1 trillion of assets under management and 45,000 LPs.

Primary Responsibilities Will Include:

• 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.

Job Requirements, Skills, Education and Experience:

• 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, technical skills, professional accountability, teamwork, self-direction and emotional intelligence.
• Has a strong ability to take initiative.
• Thrives in a fast-paced environment and is comfortable with change.
• Excellent written and verbal communication skills, including strong presentation of data and insights to stakeholders.
• Business Acumen with knowledge of SaaS business models.
• Ability to thrive in a team environment and work independently.

The salary range for this position is $75,000-$80,000 in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement:

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.