Senior Associate, Sales Operations

🕒 Outubro 2

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $88.000 - $98.000 / ano

⏰ Tempo Integral

🟠 Sênior

⚙️ Operações

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ImpactAssets

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

🤝 Sem Fins Lucrativos

🌍 Impacto Social

Finance • Non-profit • Social Impact

A ImpactAssets é uma pioneira em investimentos de impacto, dedicada a mudar a trajetória do futuro do nosso planeta e melhorar a vida de todas as pessoas. Nós capacitamos investidores de impacto e filantropos com acesso a oportunidades de investimento e soluções personalizadas que promovem mudanças positivas. Independentemente de como você vislumbra um mundo melhor, existimos para ajudá-lo a alcançar o seu maior impacto.

Descrição

• Serve as the first point of contact for inbound leads, triaging and routing opportunities • Coordinate on prospect opportunities and team projects • Build and maintain pipeline dashboards and standardized reporting • Build outbound target lists, research prospects, and prepare background packets • Partner with Product and Marketing on outreach collateral, tools, and prospect feedback • Partner with the Managing Director to drive Business Development team OKRs • Build and maintain playbooks, standard operating procedures, and the internal knowledge base • Coordinate account-opening, DAF application tracking, and funding/transfer status through client handoff • Lead or support project-based work as needed • Own and refine the CRM, including contact enrichment, warm-introduction paths, data hygiene, and record accuracy • Integrate business intelligence tools and dashboards with the CRM • Leverage AI and automation to streamline prospect research, meeting preparation, and reporting • Improve scalability, knowledge management, and workflow design • Collaborate with Legal, Finance, Investment Solutions, Client Engagement, and Client Service on prospect-to-client transition • Support Marketing initiatives, including events, content calendars, and firm visibility efforts • Deliver regular pipeline and activity reporting to the Head of Client Solutions • Report to the Managing Director, Client Services

🎯 Requisitos

• Minimum 5 years of experience in sales operations, business development support, or CRM administration within investment management, wealth advisory, private markets, philanthropy, or impact investing • Bachelor's degree in a related field; or equivalent combination of education and experience • Experience building and managing CRM systems, sales infrastructure, and reporting processes supporting client acquisition among institutional or private investors • Experience managing a pipeline, tracking prospect and client interactions, and supporting multi-stakeholder philanthropic or investment decision processes • Demonstrated ability to leverage AI and automation tools for prospect research, market intelligence synthesis, meeting preparation, personalized outreach, pipeline management, and workflow efficiency • Strong experience with CRM systems, pipeline reporting, and investor communications • Fluency in private markets and impact investment strategies across asset classes • Familiarity with impact investing and/or values-aligned investment strategies • Strong interpersonal, collaboration, project management, and organizational skills • Ability to design, document, and continuously improve repeatable processes, SOPs, and playbooks • Proficiency in Microsoft Word, Excel, and PowerPoint • Proficiency with Box and Asana preferred • Ability to manage multiple initiatives, dependencies, deadlines, and competing demands • Experience working in a virtual environment preferred • Demonstrated knowledge and interest in leveraging capital for social and environmental impact • Work hours aligning with Eastern Standard Time, with some flexibility

🏖️ Benefícios

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund • Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan • Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave • Opportunities for training and career development in a fast-paced, progressive organization • Values-driven culture • Remote work from anywhere in the US • Company event travel 2–3 times per year

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