Sales Operations Manager – New York, NY

New York City based Private Equity Fund Administration Firm is looking for a Sales Operations Manager.

Primary Responsibilities Will Include:

  • Manage and oversee the client intake process
  • Coordinating lead pursuit approval – ensure tear sheet is complete, send to MPs; track and follow up as needed, communicate and log approval decision
  • Coordinate staffing – work with COO & Head of Sales to appropriately staff pursuit and assign a Pursuit Lead
  • Coordinate pitch prep – ensure latest materials are being used, critical participants are available and engaged
    PMO large pursuits ensuring timely communication within the team, clear assignment of roles and responsibilities, monitoring execution and escalating risks
  • Maintain reference database and manage reference use
  • Maintain and audit Salesforce and ensure data integrity
  • Chair Pipeline Update meeting and manage updates pre and post meeting
  • Responsible for the pipeline reporting – generate the report, validate data, distribute to relevant parties

Job Requirements, Skills, Education and Experience:

  •  7-10 years of experience
  • Organized, detail focused, process oriented
  • Ability to communicate with senior executives
  • Ability to handle meetings with senior stakeholders
  • Former consultant, former project manager, accountant, COO, CAO
  • Preferred familiarity with sales functions

About The Company:

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $350 billion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to most effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:

  • Administering over $350B in assets
  • Servicing nearly every significant investor in the asset class
  • Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
  • The most experienced and best performing team in the industry

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.