Sales Operations Support Specialist

Quotient Wealth Partners - Business Development Department

Experience Quotient Wealth Partners! We are a modern, growth-minded organization committed to investing in the personal, professional, and financial development of our team. Our culture is rooted in excellence, collaboration, humility, integrity, compassion, and responsible stewardship.

Quotient Wealth Partners provides a competitive benefits package, a hybrid 4-1 work schedule with Fridays as optional work-from-home, opportunities for professional development, innovative work environments, and a culture that encourages entrepreneurial thinking and continuous improvement.

We are seeking a detail-oriented Sales Operations Support Specialist to support the execution and day-to-day operations of our business development efforts. In this role, you will report to the Director, Head of Concierge Services and play a key role in managing our business development database, setting up and tracking campaigns, supporting our technology stack, and ensuring our Concierge team has the data, tools, and resources needed to execute effectively.

You will serve as an operational resource for the Business Development team, helping maintain strong data integrity, organize and execute campaigns, streamline processes, and provide the infrastructure needed to support the firm’s growth objectives.

• Maintain the integrity, accuracy, and organization of prospect and business development data within our CRM.
• Manage prospect lists, database segmentation, campaign audiences, assignments, and ongoing data updates.
• Ensure records are properly categorized, assigned, and maintained to support business development outreach.
• Set up campaigns, lists, workflows, and related activities across the business development technology stack.
• Manage and support business development and sales enablement platforms, including our CRM, Five9, Account Engagement, Zoom, and email and voicemail automation tools.
• Maintain clean contact databases and ensure appropriate data privacy and compliance standards are followed.
• Troubleshoot day-to-day system, database, and technology issues impacting the Concierge team’s ability to execute campaigns.
• Identify opportunities to improve database organization, processes, and workflows to increase team efficiency.

• Set up and maintain business development campaigns across phone, email, and other outreach channels.
• Build and manage prospect lists, campaign audiences, and assignments within the CRM.
• Coordinate campaign timelines and ensure campaigns are properly set up, launched, tracked, and maintained.
• Support the testing and quality control of campaigns prior to launch to ensure data, lists, assignments, and workflows are accurate.
• Maintain campaign and business development initiatives within Asana, ensuring tasks, deadlines, and progress are accurately tracked.
• Monitor active campaigns and work with the appropriate team members to resolve data, system, or execution issues.
• Ensure the Concierge team has the prospect data, campaign details, scripts, collateral, tools, and resources needed to execute business development outreach effectively.
• Partner closely with the Concierge team to address campaign needs, database questions, data issues, and execution gaps.
• Help organize and maintain campaign resources so information is accurate, accessible, and ready for use.
• Support coordination between business development initiatives and Concierge execution to help campaigns run smoothly and efficiently.

• Collect and provide Key Performance Indicator (KPI) data for weekly and monthly business development reporting.
• Track campaign activity, progress, and results to provide visibility into business development efforts and identify opportunities for improvement.
• Maintain accurate campaign data within the CRM and supporting systems to ensure reporting is complete and reliable.
• Assist with recurring and ad hoc business development reporting as needed.

• Experience: 1-3 years of experience in business development operations, sales operations, CRM/database management, project management, or a related operational role.
• Technical
  
  Skills:
  
  Familiarity with CRM platforms, database management, sales enablement tools, campaign automation platforms, and project management software such as Asana. Experience with Salesforce and Account Engagement/Pardot is a plus.
• Data Management: Strong attention to detail with the ability to…