Sales Operations Specialist

First Eagle Investments; New York (NY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Flexible/hybrid work environment

Generous time-off

Medical/dental/vision plans

401(k) retirement and profit-sharing

Job summary

First Eagle Investments seeks a Sales Operations Specialist to join their New York Institutional team. The role focuses on sales support with light administration for senior leaders and coverage during vacations.

Responsibilities include scheduling meetings, preparing presentations, maintaining client data in Salesforce, generating pipeline reports, coordinating communications, and assisting with invoices in Workday. A hybrid work environment is offered.

Qualifications

• Undergraduate degree preferred
• 5+ years' experience in the financial services industry, preferably on a sales team or as an administrative sales support
• Proficient with Salesforce and reporting features
• Advanced proficiency with Excel and PowerPoint
• Excellent verbal and written communication skills

Responsibilities

• Assist the sales team with scheduling meetings, preparing presentations, proposals and sales materials
• Maintain and update client information and sales tracking in Salesforce
• Generate regular sales activity and pipeline reports
• Coordinate client communications and follow-ups
• Prepare and submit invoices and expense reports in Workday
• Occasionally support other team members during vacations or busy periods

Skills

Salesforce proficiency

Excel

PowerPoint

Time management

Communication skills

Discretion and professionalism

Organizational skills

Education

Undergraduate degree preferred

Tools

Salesforce

Workday

Job description

Who we are looking for:

First Eagle is seeking a Sales Operations Specialist to join their New York Institutional team. The successful candidate will mainly focus on sales support with light administrative work for the Head of Alternative Business Development, Head of Institutional, and Head of IR, Business and Product Mgmt. In addition, this hire will provide cross-coverage as needed to support other assistants during vacations or busy periods.

What you will do:

• Assist the sales team with scheduling meetings, preparing presentations, proposals and sales materials
• Ensure all materials are prepared and accurate for upcoming trainings, client, and prospect meetings
• Maintain and update client information and sales tracking in Salesforce in a timely and accurate manner
• Generate regular sales activity and pipeline reports
• Coordinate client communications and follow-ups
• Proactively conduct research and indicate findings
• Help plan and coordinate internal and external meetings (events, conferences and client meetings)
• Provide proactive administrative support which includes calendar management and resolving scheduling conflicts
• Prepare and submit invoices and expense reports in Workday in a timely manner
• Occasionally support other team members due to vacation coverage, etc.

The qualities you should have:

• Undergraduate Degree preferred
• 5+ years' experience in the financial services industry, preferably as a sales assistant, sales analyst, or an administrative assistant on a sales team
• Proficient with Salesforce and the reporting features
• Excellent time management, organizational, and interpersonal skills
• Ability to handle duties with the utmost discretion and professionalism
• Self-starting, entrepreneurial and resourceful - someone who "makes it happen" with a positive, can-do attitude and collaborative spirit
• Advanced proficiency with Excel and PowerPoint
• Excellent verbal and written communication skills
• Highly dependable, efficient and detail-oriented

Base Salary range: $80,000 to $95,000. In addition, this role is eligible for overtime and an annual incentive bonus. Compensation may vary based upon, but not limited to - the individual's skills, location, experience, qualifications, and internal equity.

We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, "dress for the day" flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.

First Eagle Investments and their affiliates and subsidiaries is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.