Sales Operations – Senior Associate

Role Overview

The Sales Operations Lead plays a key role in enabling data-driven decision-making across the firm’s growth organization. This individual supports sales operations through analytics, forecasting, and reporting while serving as a trusted partner to Growth, Finance, and Segment leaders.

What You Will Do

Utilize AI tools and platforms to design, build, and deploy intelligent agents that automate business processes, reporting workflows, data analysis, and operational tasks to improve efficiency, scalability, and decision-making. Develop, maintain, and enhance sales forecasting models, pipeline reports, and performance dashboards.

Why It Might Be a Fit

Support recurring reporting cadences, including weekly, monthly, and quarterly business reviews. Ensure data quality, accuracy, and consistency across CRM, finance, and reporting tools. Partner with stakeholders to define metrics, KPIs, and reporting standards aligned with firm objectives.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics, Data Science, or a related field
• 4-6 years of experience in sales operations, analytics, finance, or a related role, preferably within a consulting or professional services environment
• Demonstrated ability to use AI tools and platforms
• Advanced Excel skills, including complex formulas, pivot tables, financial modeling, and scenario analysis
• Proficiency in data modeling, visualization, and dashboard development
• Experience working with large datasets and translating analysis into actionable business insights
• Strong analytical, communication, and stakeholder management skills

Benefits

• Medical, Rx, Dental & Vision Insurance
• Personal and Family Sick Time & Company Paid Holidays
• Position may be eligible for a discretionary variable incentive bonus
• Parental Leave and Adoption Assistance
• 401(k) Retirement Plan
• Basic Life & Supplemental Life
• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
• Short-Term & Long-Term Disability
• Student Loan PayDown
• Tuition Reimbursement, Personal Development & Learning Opportunities
• Skills Development & Certifications
• Employee Referral Program
• Corporate Sponsored Events & Community Outreach
• Emergency Back-Up Childcare Program
• Mobility Stipend