Sales Operations Specialist

Gen II Fund Services; New York (NY); Hybrid; USD 65,000 - 74,000; Full time

Benefits offered by this job

Discretionary Bonus

Comprehensive Benefits Package

Job summary

An established industry player is seeking a skilled Sales Operations Specialist to join their dynamic Digital team. This pivotal role involves managing software clients and optimizing revenue processes through Salesforce expertise and strong business acumen. The ideal candidate will thrive in a hybrid work environment, balancing in-office collaboration with remote work. With a commitment to operational efficiency and cross-functional collaboration, this position offers the opportunity to impact the future growth strategy of a leader in private equity fund administration. If you are detail-oriented and passionate about driving results, this is the perfect opportunity for you.

Qualifications

• 1-5 years in sales operations or related role.
• Salesforce experience required for data management and reporting.
• Ability to thrive in a team environment and work independently.

Responsibilities

• Oversee Salesforce data accuracy and create actionable dashboards.
• Manage billing, accounts receivables, and sales proposals.
• Improve utilization of sales team resources for better results.

Skills

Salesforce Expertise

Project Management

Business Acumen

Attention to Detail

Communication Skills

Customer Focus

Self-Direction

Emotional Intelligence

Education

Bachelor's Degree

Tools

Salesforce

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, co-invest or other types of investments.

The ideal candidate brings a mix of Salesforce expertise, project management skills, 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:

• 1-5 years in sales operations or related role.
• Salesforce experience required.
• Ability to thrive in a team environment and work independently.
• High attention to detail and accuracy.
• Customer focused, technical skills, professional accountability, teamwork, self-direction and emotional intelligence.
• 4 year Bachelor's degree required.
• Has a strong ability to take initiative.
• Thrives in a fast-paced environment and is comfortable with change.
• Ability to effectively work remotely.
• Excellent written and verbal communication skills, including strong presentation of data and insights to stakeholders.
• Business Acumen with knowledge of SaaS business models.

The salary range for this position is $65,000 - $74,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer 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 two (2) days a week in our office and three (3) days remotely.

About the Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:

• Administering over $1T in assets.
• Servicing nearly every significant investor in the asset class.
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model.
• The most experienced and best performing team in the industry.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.