Senior Associate, Sales Operations

ImpactAssets

. Serve as the first point of contact for inbound leads, triaging and routing opportunities .

Posted 10/2/2026full-timeRemote • United StatesSenior💰 $88,000 - $98,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM administration, pipeline management, and business development support within investment management and philanthropy. Proficient in leveraging AI and automation tools to enhance workflow efficiency and client engagement.

Highest-signal resume keywords

CRM AdministrationPipeline ManagementBusiness Development SupportAI And Automation ToolsImpact Investing Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales OperationsReporting ProcessesClient AcquisitionProcess ImprovementData HygieneMarket Intelligence SynthesisInvestor CommunicationsProject ManagementStandard Operating ProceduresKnowledge Management

Soft Skills

Interpersonal SkillsCollaborationOrganizational SkillsProject Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointBoxAsana

Industry Keywords

Investment ManagementWealth AdvisoryPrivate MarketsPhilanthropyImpact Investing

About the role

Key responsibilities & impact

Serve as the first point of contact for inbound leads, triaging and routing opportunities
Coordinate on prospect opportunities and team projects
Build and maintain pipeline dashboards and standardized reporting
Build outbound target lists, research prospects, and prepare background packets
Partner with Product and Marketing on outreach collateral, tools, and prospect feedback
Partner with the Managing Director to drive Business Development team OKRs
Build and maintain playbooks, standard operating procedures, and the internal knowledge base
Coordinate account-opening, DAF application tracking, and funding/transfer status through client handoff
Lead or support project-based work as needed
Own and refine the CRM, including contact enrichment, warm-introduction paths, data hygiene, and record accuracy
Integrate business intelligence tools and dashboards with the CRM
Leverage AI and automation to streamline prospect research, meeting preparation, and reporting
Improve scalability, knowledge management, and workflow design
Collaborate with Legal, Finance, Investment Solutions, Client Engagement, and Client Service on prospect-to-client transition
Support Marketing initiatives, including events, content calendars, and firm visibility efforts
Deliver regular pipeline and activity reporting to the Head of Client Solutions
Report to the Managing Director, Client Services

Requirements

What you’ll need

Minimum 5 years of experience in sales operations, business development support, or CRM administration within investment management, wealth advisory, private markets, philanthropy, or impact investing
Bachelor's degree in a related field; or equivalent combination of education and experience
Experience building and managing CRM systems, sales infrastructure, and reporting processes supporting client acquisition among institutional or private investors
Experience managing a pipeline, tracking prospect and client interactions, and supporting multi-stakeholder philanthropic or investment decision processes
Demonstrated ability to leverage AI and automation tools for prospect research, market intelligence synthesis, meeting preparation, personalized outreach, pipeline management, and workflow efficiency
Strong experience with CRM systems, pipeline reporting, and investor communications
Fluency in private markets and impact investment strategies across asset classes
Familiarity with impact investing and/or values-aligned investment strategies
Strong interpersonal, collaboration, project management, and organizational skills
Ability to design, document, and continuously improve repeatable processes, SOPs, and playbooks
Proficiency in Microsoft Word, Excel, and PowerPoint
Proficiency with Box and Asana preferred
Ability to manage multiple initiatives, dependencies, deadlines, and competing demands
Experience working in a virtual environment preferred
Demonstrated knowledge and interest in leveraging capital for social and environmental impact
Work hours aligning with Eastern Standard Time, with some flexibility

Benefits

Comp & perks

Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave
Opportunities for training and career development in a fast-paced, progressive organization
Values-driven culture
Remote work from anywhere in the US
Company event travel 2–3 times per year