Sales Operations Specialist
$80,000–$95,000 year
On-siteNew York, United States
Job Summary
Support the sales team with scheduling meetings, preparing presentations, proposals, and sales materials, and ensuring all content is accurate for trainings and client interactions. Maintain and update client information and sales tracking in Salesforce, generate regular activity and pipeline reports, and coordinate internal and external events. Conduct proactive research, manage calendars, resolve scheduling conflicts, and prepare invoices and expense reports in Workday. Provide cross-coverage to other assistants during vacations or busy periods. This role sits within First Eagle's New York Institutional team, focusing on sales support with light administrative duties for the Heads of Alternative Business Development, Institutional, and IR.
Required Qualifications
- Undergraduate Degree
- 5+ years' experience in the financial services industry
- Proficient with Salesforce
- Excellent time management
- Organizational skills
- Interpersonal skills
- Ability to handle duties with the utmost discretion and professionalism
- Self-starting
- Entrepreneurial
- Resourceful
- Positive, can-do attitude
- Collaborative spirit
- Advanced proficiency with Excel
- Advanced proficiency with PowerPoint
- Excellent verbal communication skills
- Excellent written communication skills
- Highly dependable
- Efficient
- Detail-oriented
Desired Qualifications
- Undergraduate Degree preferred
- Experience as a sales assistant
- Experience as a sales analyst
- Experience as an administrative assistant on a sales team
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