Sales Operations Analyst

Department: Business Development and Client Engagement

Employment Type: Full Time

Location: Remote

Description

About ImpactAssets
ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $3 billion in assets under management and an activated community of 1,900+ clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets!  ImpactAssets is seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. You dream big, have a track record for solving problems and know how to ‘get stuff done’.

The Opportunity

The Sales Operations Analyst role supports and enables the business development and client engagement team (BDCE) to identify and cultivate prospects more efficiently and effectively by providing data and systems analysis to assist in the sales function. To do this, the Sales Operations Analyst fulfills both relationship building and tactical functions. This is a cross-functional role, having a high-level view of all current BDCE projects and the different parts required to meet the project deadlines. You will work closely with the senior members of the team to assist in meeting revenue targets and company-wide OKRs.

If you are committed to serving clients at the highest level, thrive in a fast-paced environment, are detail-oriented, and have excellent organizational and sales data analysis skills, this role may be a great fit!  This role is a full time, remote, US-based position. As a remote, people-first culture, we care deeply about our team members’ connections to one another and as such, travel 2-3 times per year to company events will be required.  

Key Responsibilities

We value diverse skill sets and recognize that candidates may specialize in certain areas while needing training in others; we encourage applications from individuals who possess experience in most of the areas of responsibility outlined below.

·       Conduct analysis and reporting on sales performance, pipeline, and lead generation to identify trends and opportunities for improvement using our CRM tool.·       Provide insight and propose action through data analysis and trend forecasts·       Manage the sales process, including lead management, opportunity tracking, and deal flow management.·       Work with marketing to ensure that the BDCE team has the necessary collateral and tools to effectively communicate the firm's value proposition and offerings.·       Develop and maintain sales forecasting models and tools to help the sales team anticipate and plan for future business.·       Manage and maintain the firm's customer relationship management (CRM) system to ensure accurate and up-to-date data including data integrity and data hygiene.·       Work with the operations team to streamline and automate the sales and onboarding process where possible, including identifying opportunities to improve the efficiency of workflows and processes.·       Manage cross-department coordination of contracts, invoices and communication for complex accounts with an eye for improvement.

Other ad hoc duties as required

Qualifications

Education and Experience

·       5+ years of experience in Sales Operations or a related role, preferably within Wealth Management, Financial Services or Donor Advised Fund; coursework in business, data analytics, or related field; OR equivalent combination of education and experience

Knowledge and Skills
·       Strong analytical skills and proven experience in sales data analysis and reporting required ·       Proficiency with customer relationship management (CRM) systems and sales enablement tools, FreshWorks suite preferred ·       Proven ability to work collaboratively with cross-functional teams, including sales, marketing, and operations·       Strong project management skills and ability to manage multiple projects simultaneously·       A client-centric approach to problem solving·       Proficiency with Microso