First Eagle is seeking a Sales Operations Specialist to join their New York Institutional team. The successful candidate will mainly focus on sales support with light administrative work for the Head of Alternative Business Development, Head of Institutional, and Head of IR, Business and Product Mgmt. In addition, this hire will provide cross-coverage as needed to support other assistants during vacations or busy periods.
What you will do:
- Assist the sales team with scheduling meetings, preparing presentations, proposals and sales materials
- Ensure all materials are prepared and accurate for upcoming trainings, client, and prospect meetings
- Maintain and update client information and sales tracking in Salesforce in a timely and accurate manner
- Generate regular sales activity and pipeline reports
- Coordinate client communications and follow-ups
- Proactively conduct research and indicate findings
- Help plan and coordinate internal and external meetings (events, conferences and client meetings)
- Provide proactive administrative support which includes calendar management and resolving scheduling conflicts
- Prepare and submit invoices and expense reports in Workday in a timely manner
- Occasionally support other team members due to vacation coverage, etc.
The qualities you should have:
- Undergraduate Degree preferred
- 5+ years9 experience in the financial services industry, preferably as a sales assistant, sales analyst, or an administrative assistant on a sales team
- Proficient with Salesforce and the reporting features
- Excellent time management, organizational, and interpersonal skills
- Ability to handle duties with the utmost discretion and professionalism
- Self-starting, entrepreneurial and resourceful 6 someone who 29C9Cmakes it happen29D9D with a positive, can-do attitude and collaborative spirit
- Advanced proficiency with Excel and PowerPoint
- Excellent verbal and written communication skills
- Highly dependable, efficient and detail-oriented
Base Salary range: $80,000 to $95,000. In addition, this role is eligible for overtime and an annual incentive bonus. Compensation may vary based upon, but not limited to 6 the individual's skills, location, experience, qualifications, and internal equity.
We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, 29Cdress for the day29D flexible work attire, and many more great benefits. For more information, please refer to our .
