Sales Intelligence Specialist

Vista

. Deliver prioritized daily hit lists built with Claude from Salesforce data and outside signals .

Posted 11/10/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce management, generative AI applications, and lead qualification processes while ensuring confidentiality and effective communication. Capable of training colleagues and refining workflows to enhance sales operations and client engagement.

Highest-signal resume keywords

Salesforce ManagementGenerative AI ExperienceLead QualificationWorkflow DevelopmentClient Data Confidentiality

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesforceGenerative AILead QualificationData Clean-UpReport GenerationDashboard CreationPrompt WritingWorkflow BuildingResearch SkillsEmail Outreach

Soft Skills

Attention to DetailClear Written CommunicationTraining AbilityDiscretion

Tools & Technologies

ClaudeMicrosoft 365Salesforce

Industry Keywords

Luxury MarketAviationPrivate BankingHigh-Net-Worth Market

About the role

Key responsibilities & impact

Deliver prioritized daily hit lists built with Claude from Salesforce data and outside signals
Qualify leads against agreed criteria and attach short briefs
Route leads to Consultants or Sales Directors by client segment
Track lead performance and refine targeting monthly
Build and maintain Claude workflows for account research, meeting preparation, outreach and follow-up drafts, proposal drafts and CRM updates
Maintain a shared library of prompts and skills
Train Consultants and Directors and run monthly sessions on new uses
Measure tool usage and time savings and report results to sales leadership
Protect confidential client data and ensure human review of AI-drafted outreach
Contact prospects by email, LinkedIn and phone to confirm interest and book introductory meetings
Build email outreach sequences with Marketing and follow up after events and campaigns
Prepare weekly Vista sales forecasts for the executive committee
Prepare monthly VistaJet and XO team-call presentations using Claude-generated drafts
Maintain Salesforce accuracy through weekly checks and follow-up with deal owners
Track and report client retention and flight-hours renewal rates
Send closed-won announcements

Requirements

What you’ll need

2 to 4 years in sales development, sales operations or CRM administration
Ideally experience in luxury, aviation, private banking or another high-net-worth market
Hands-on experience with generative AI, preferably Claude
Experience writing effective prompts, building reusable workflows and skills, and connecting tools such as Salesforce and Microsoft 365
Advanced Salesforce skills: reports, dashboards, list views and data clean-up
Strong research skills
Attention to detail
Discretion with confidential client data
Clear written communication
Comfort training colleagues
Must verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire

Benefits

Comp & perks

Bonus tied to lead quality and conversion
Overtime pay as a non-exempt position
Other benefits