Senior Associate
: Job Details :

About UsSince 1903, Gordon Brothers has maximized liquidity through realizable asset value by providing the people, expertise and capital to solve business challenges. Our solutions-oriented approach across asset services, lending, financing and trading gives clients the insights, strategies and time to optimize asset values throughout the business cycle. We work across the full spectrum of assets globally with deep expertise in retail, commercial, industrial, brands and real estate. We are headquartered in Boston with over 30 offices across North America, Europe, the Middle East and Africa, and Asia Pacific.

Job Posting Summary

Are you a self-motivated, detail-oriented individual who thrives on working on multiple projects simultaneously? Do you have a solid understanding of Sales processes and CRM systems? Are you energized by process optimization? If so, then this may be the right opportunity for you. The Associate, Sales Operations reports directly to the Senior Director, Head of Sales Operations and contributes to a dynamic team that is driving growth throughout the organization. This position is located in our Boston office.

Job Purpose

As a growing team, we have an opening for an associate to join our Sales Operations team. This position reports to the Head of Sales Operations and supports the market-facing team by enhancing processes and managing data to improve sales efficiency and effectiveness. This role ensures that sales operations run smoothly, decision-making is supported with data-driven insights and strategies that align with the organization's sales goals.

Job Responsibilities

• CRM Projects: Support efforts to enhance Salesforce to be fit for purpose through requirements gathering with user groups, requirements documentation, design review with CRM admin, testing, implementation and training.
• CRM Adoption: Continuously train sales staff on CRM best practices to ensure data quality and consistency.
• CRM Account Data Management: Maintain account data including account hierarchies.
• CRM Reporting: Create and maintain Salesforce reporting for Sales teams. Work closely with Digital Transformation Team for requirements for Power BI dashboards that contain Salesforce data.
• Dashboard Creation: Develop and maintain sales performance dashboards in Power BI.
• CRM/Marketing Integration: Partner closely with Marketing to ensure CRM supports hand-offs between marketing and sales efforts.
• Process Improvement: Develop and implement sales processes that streamline operations and improve efficiency.
• Collaboration: Work closely with sales, marketing, finance, and other departments to support the business's growth initiatives.

Education and Experience

• Bachelor's degree in finance, business administration, data analytics, information systems or the like.
• 2-5 years' experience with sales analysis, data management, or related fields.
• Proficiency in CRM systems (e.g., Salesforce) and Excel are a must. Other data analysis tools (e.g., Power BI, Tableau) are a plus.
• Experience in project management a plus.

Competencies

• Data analysis and reporting.
• Strong analytical skills and attention to detail.
• Knowledge of sales processes and CRM systems.
• Strong communication and interpersonal skills; ability to work effectively cross-functionally and build internal relationships.
• Ability to work independently and manage multiple priorities.
• Able to thrive in a fast-paced environment with strong attention to detail, time management, and organization skills.
• Courage to question status quo and suggest/implement ways to enhance processes.

Gordon Brothers offers a very competitive total compensation package, including base salary and bonus plan, health insurance, dental benefits, a generous 401(k) match, time off benefits, and more.

In compliance with the Americans with Disabilities Act (ADA), please contact the Human Resources department if you have a disability and need reasonable accommodation with any part of the application process. Requests will be considered on a case-by-case basis.

Gordon Brothers is an Equal Opportunity Employer.