2 to 4 years in sales development, sales operations, or CRM administration, preferably in luxury or high-net-worth markets.
Hands-on experience with generative AI, particularly Claude, including prompt writing and workflow building.
Advanced Salesforce skills, including report generation and data management.
Strong research skills with attention to detail and confidentiality.
Excellent written communication skills and experience in training colleagues.
Responsibilities
Build and maintain Claude workflows for sales tasks like research and proposal drafting.
Create tools for enhancing research, meeting prep, and CRM efficiency.
Experiment with AI use cases to boost productivity and sales outcomes.
Train colleagues on emerging AI capabilities and best practices.
Identify and prioritize high-value prospects using market signals and Claude.
Deliver actionable intelligence to help Sales Consultants focus on high-conversion opportunities.
Prepare sales forecasts and presentations based on Claude-generated drafts.
Benefits
Opportunity to work with cutting-edge AI technology in a sales environment.
Collaborative team culture focused on innovation and efficiency.
Access to training and development in AI and sales strategies.
Involvement in high-stakes sales processes within the luxury aviation sector.
Full Job Description
Overview
The Sales Intelligence Specialist turns client and market data into sales opportunities. The role runs the front end of the VistaJet and XO sales pipeline and leads the sales team's use of Claude. Every morning, you give each Sales Consultant a prioritized daily hit list. You prospect and qualify new leads, and you build the AI workflows that let Consultants and Directors spend their time advising clients and closing business.
You'll uncover opportunities before competitors see them, build AI-powered workflows that make our sales teams more effective, and influence how VistaJet and XO leverage Claude to identify, prioritize, and engage prospective clients.
Responsibilities
AI sales enablement:
Build and maintain Claude workflows for the sales team: account research briefs, meeting prep, outreach and follow-up drafts, first drafts of proposals, and CRM updates.
Create tools for research, meeting preparation, prospect engagement, proposal development and CRM efficiency.
Experiment with new AI use cases, prompts and automations that improve productivity and sales outcomes.
Train and inspire colleagues to adopt emerging AI capabilities and best practices.
Daily hit list and lead generation:
Use Claude, Salesforce and external market signals to identify and prioritize high-value prospects.
Deliver actionable intelligence that helps Sales Consultants focus on the opportunities most likely to convert.
Qualify and enrich leads with commercial insights before handing them to the sales team.
Continuously refine targeting strategies using performance data and client feedback.
Outbound prospecting:
Build email outreach sequences with Marketing, and follow up after events and campaigns.
Sales operations and reporting:
Prepare the weekly Vista sales forecast for the executive committee and the monthly VistaJet and XO team-call presentations, starting from drafts Claude produces.
Keep Salesforce accurate: run weekly checks with Claude and follow up with deal owners on overdue or missing items.
Track and report client retention and flight-hours renewal rates, and send closed-won announcements.
Required Skills and Experience
2 to 4 years in sales development, sales operations or CRM administration, ideally in luxury, aviation, private banking or another high-net-worth market.
Hands-on experience with generative AI, preferably Claude: writing effective prompts, building reusable workflows and skills, and connecting tools such as Salesforce and Microsoft 365.
Advanced Salesforce skills: reports, dashboards, list views and data clean-up.
Strong research skills, attention to detail, and discretion with confidential client data.
Clear written communication and comfort training colleagues.
The base salary range for this role is $75,000 to $95,000 a year. The salary offered depends on experience, skills and qualifications. The role is also eligible for a bonus tied to lead quality and conversion, overtime pay as a non-exempt position, and other benefits.
