Sales Operations 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

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.

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.