Now Hiring - Equity Trust Company - Sales Operations Specialist in Denver, CO

Full description of the position

Headquartered in Denver, Colorado, Equity Advisor Solutions provides Registered Investment Advisors, Turnkey Asset Management Programs, Hybrid Firms, Breakaway Representatives and Broker-Dealers with custody and back-office solutions to enhance their services.You will have the rewarding opportunity to help our clients with tailored solutions designed for their specific needs.Equity Advisor Solutions also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

• This position is based out of our Denver, CO office but eligible for a hybrid remote schedule.

Salary range: $53,000-$65,000 annually depending on experience.

JOB OVERVIEW

The Sales Operations Specialist provides operational and technical support to the Marketing and Sales departments. The Sales Operations Specialist duties include but are not limited to, lead distribution, data cleanup, reporting and data communication. Also supports the ongoing evolution of all sales and marketing tools used by the teams including enhancements and improvements to existing systems, technical support, CRM lead assignment processes, quality control, auditing, and ongoing maintenance of existing technical solutions.

RESPONSIBILITIES & DUTIES

• Salesforce liaison for marketing and sales, including duplication management, lead assignment, and reporting.
• Marketing and sales lead process adoption and compliance to optimize efficiency.
• Identifies opportunities for improvement in the sales and marketing process, reviewing with management to formulate recommendations.
• Responsible for accurate data entry, data cleanliness and reporting using various systems, including but not limited to, Salesforce and Microsoft Office Suite.
• Administers and reports on projects for sales and marketing initiatives.
• Researches, solves, and communicates issues impacting sales and marketing lead and technical solution processes.
• Evaluates the lead qualification and sales journey from marketing to sales.
• Organizes, documents, and maintains sales and marketing processes and collateral.
• Applies administrative knowledge in support for program operations
• Initiate, research, and obtain information for reports and special assignments
• Supports manager and team on new and ongoing projects as required
• Creates and maintains contracts with advisors
• Responds to RFPs and generates proposals
• Performs other duties as assigned

QUALIFICATIONS

• Minimum 3-5 years of experience in sales or marketing support and/or technical solution duties in a professional business environment
• Experience working with CRM software, Salesforce preferred
• Proficient in Microsoft Office Suite
• Strong attention to detail and problem-solving abilities
• Must have clear and professional communication skills

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

• Intermediate proficiency with Salesforce
• Intermediate proficiency with Sales and/or Marketing technical solutions
• Intermediate level proficiency in Microsoft Office

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Strategic Mindset
• Plans & Aligns
• Collaborates
• Instills Trust

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Advisor Solutions is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.