Senior Associate, Sales Operations

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $88k - $98k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ImpactAssets

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 Non-profit

🌍 Social Impact

Finance • Non-profit • Social Impact

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. However you envision a better world, we exist to help you achieve your greatest impact.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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