Sales Operations & Support Associate

About the role

Finbourne is seeking a dedicated Sales Operations & Support Associate to join our dynamic team in New York City. This full-time position is integral to enhancing our sales processes and providing exceptional support to our sales team. The ideal candidate will be detail-oriented, possess strong analytical skills, and be about driving operational excellence. You will play a crucial role in ensuring that our sales operations run smoothly, enabling our team to focus on delivering outstanding service to our clients.

Key facts

What you'll do

• Collaborate closely with the sales team to streamline processes and improve operational efficiency, ensuring that all sales activities are executed seamlessly.
• Manage the sales pipeline by tracking leads, opportunities, and customer interactions in our CRM system, ensuring accurate and up-to-date information is available for analysis.
• Assist in the preparation of sales reports and presentations, providing insights that help the sales team make informed decisions.
• Coordinate with cross-functional teams, including marketing and product development, to align sales strategies with overall company objectives.
• Support the onboarding process for new sales team members, providing training on tools, processes, and best practices.
• Handle customer inquiries and support requests, ensuring timely and effective resolution to enhance customer satisfaction.
• Monitor sales metrics and KPIs, identifying trends and areas for improvement, and reporting findings to management.
• Participate in the development and implementation of sales tools and technologies, ensuring the team has access to the best resources available.
• Assist in organizing sales events and training sessions, fostering a collaborative and engaging team environment.
• Maintain documentation related to sales processes, ensuring compliance with company policies and industry regulations.
• Conduct market research to identify potential leads and opportunities, contributing to the overall growth strategy of the sales team.
• Provide administrative support to the sales team, including scheduling meetings, managing calendars, and preparing necessary materials for client interactions.

Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field.
• A minimum of 2 years of experience in sales operations, sales support, or a similar role.
• Proficiency in CRM software, preferably Salesforce or similar platforms, with a strong understanding of sales processes.
• Excellent analytical skills, with the ability to interpret data and generate actionable insights.
• Strong communication skills, both written and verbal, with the ability to collaborate effectively with team members and stakeholders.
• Detail-oriented mindset with exceptional organizational skills, capable of managing multiple tasks simultaneously.
• Proficient in Microsoft Office Suite, particularly Excel and PowerPoint, for reporting and presentation purposes.

Nice to have

• Experience in the financial services or fintech industry, providing a deeper understanding of the market dynamics.
• Familiarity with sales enablement tools and technologies that enhance sales productivity.
• Knowledge of data visualization tools such as Tableau or Power BI to present data effectively.
• Previous experience in customer service or client-facing roles, enhancing your ability to support sales initiatives.

Skills & tools

• Strong analytical and problem-solving abilities to identify challenges and propose effective solutions.
• Excellent time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Proficiency in data entry and management, ensuring accuracy and reliability in sales reporting.
• Familiarity with project management tools to assist in coordinating sales initiatives and activities.

Practical notes

• This position is based in New York City, and candidates must be eligible to work in the United States.
• Finbourne is committed to fostering a diverse and inclusive workplace, encouraging applications from individuals of all backgrounds.
• The role may require occasional travel for sales events or training sessions, depending on business needs.
• Interested candidates can apply through the following link: [Apply here](https://finbourne.bamboohr.com/careers/490).

Join Finbourne as a Sales Operations & Support Associate and be part of a team that values innovation, collaboration, and excellence. Your contributions will directly impact our sales operations and help us achieve our mission of delivering exceptional value to our clients.