• Sales Operations Manager

    # of Openings
    Job Location
    Atlanta, Georgia

    What is it: As a Sales Operations Manager you will be responsible for working directly with Sales team members supporting all aspects of the sales cycle, interacting closely with Legal, Marketing and other departments throughout the sales process. The position offers an opportunity to work with our industry leading tools to help fulfill customer needs.


    You will lead our Sales Deal Desk function and drive efficiency and adoption of processes within the sales cycle from lead to order.  You’ll work with the marketing team on major campaigns, owning the Lead process.  You’ll monitor and review progress with the Sales team, tracking various sales metrics to identify trends and opportunities.  You’ll work with Legal, being the gatekeeper for sales, to ensure all required data is obtained and accurate throughout the sales process. You’ll work with cross functional teams to support the sales cycle, increasing accuracy by addressing where data and process improvement can be achieved. 


    What it is not: This is not a Sales Rep Role. You will not own a quota and will not earn direct commissions. If you’ve never worked with Excel and don’t enjoy working with Sales and Marketing teams, then this role won’t be a good fit. We love technology, metrics, and consultative Sales techniques. This role isn’t routine or unhurried. If you prefer relaxed, quiet days or lack a well-developed sense of urgency, it would be best to pass on us and keep looking. 


    About you: What we need: Ideally you have at least 5 years’ business experience; experience with a Financial Services sector company would be even better! You have a very strong sense of ownership and you do not need to be micro-managed. We’re very Salesforce and metrics-orientated, so this should rapidly become second nature for you. Also, your relationship-building skills are stellar, just like your sense of commitment. You’re creative in the way you approach challenges and you truly see them as opportunities to excel. You use stress as fuel and you don't mind trying new ideas.

    We need excellence. This means your communication skills are outstanding: you communicate professionally at all levels. We need innovation. This means you question the status quo and love asking “What if…?” We need teamwork. This means when a colleague asks “Can someone help me with…?” you’re quick to answer “Yes.” We need team members who are truly hungry for learning, who have a clear appetite for continuous pursuit of new knowledge and professional development. We aren’t looking for you to “check the required box” on learning initiatives; we’re looking for your desire to know more and continuously apply what you’re learning. We need humility. This means you understand about lending a hand where necessary. We need integrity. This means you deliver results with little supervision and don’t hesitate to acknowledge, own, and resolve errors you’ve made (we all make them, we just have to learn from them).



    • Ensure data accuracy within the Sales Process, from lead assignment to contract
    • Own and manage the Sales Deal Desk process, from Lead to Order
    • Create and manage Salesforce.com data records to assist sales team members
    • Assist Sales team by creating regular and ad hoc complex reports via Excel, Salesforce, and eVestment products.
    • Work with Sales to ensure all required data is included on contract requests to Legal.
    • Perform research as needed or directed.
    • Act as a Liaison between Sales and other departments


    Skills & Experience

    • Bachelor's degree in a related area such as Finance, Business Administration, Marketing, or similar
    • Strong quantitative and analytical skills.
    • Superior spoken and written communication skills; articulate and professional.
    • Excellent phone presence and interpersonal skills.
    • 5+ years of proven success in a sales support or data analysis role preferred.
    • Advanced proficiency in MS Office applications (Outlook, Word, Excel, PowerPoint) required.
    • Experience with CRM such as Salesforce.com preferred.
    • Zuora experience a Plus
    • Interest in Financial Services market.


    Personal Characteristics:

    • Demonstrates passion for excellence
    • Detail/Process-oriented
    • Team player – ability to work in a very collaborative environment
    • Adaptable
    • Uncompromising integrity
    • Independent and creative thinker; enthusiastic and motivated self-starter with a high degree of impetus and drive


    We are eVestment, and we make smart money smarter. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. Recently we’ve been named top workplace, ranking #15 nationally in the Fortune 2015 “Best Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, unlimited PTO (because we trust our people), and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 300 amazing team members around the globe.



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