Sales Operations Manager

$80,000 - $80,000/Yr

Amplify - Scottsdale, AZ

Full-time

Scottsdale, AZ

Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

Amplify is seeking a Sales Operations Manager to join our team. As a critical member of our organization, you will work closely with the Chief Growth Officer to streamline the management of our client engagement funnel and drive revenue growth on our wealth tech platform. This role is pivotal in ensuring that our sales operations are efficient and effective, contributing directly to the overall success of our wealth management services. In this position, you will be responsible for tracking leads, lead flow through the funnel, contract, pricing, and asset realization processes to optimize efficiency and effectiveness. You will analyze and provide insights on marketing activities to identify areas of success and opportunities for improvement. Additionally, you will develop and maintain key metrics and reports for monitoring firm growth, including Assets Under Administration (AUA), Assets Under Management (AUM), number of clients, advisors, households, trades, etc. Collaboration with cross-functional teams will be essential to ensure alignment and consistency in sales and marketing efforts. You will provide regular updates and insights to the Chief Growth Officer to support strategic decision-making and drive revenue growth initiatives. If you are a results-driven, strategic thinker with a passion for driving growth and optimizing sales operations, we invite you to apply for this exciting opportunity to be a key player in shaping the success of our wealthtech platform.

Responsibilities

• Track leads, lead flow through the funnel, contract, pricing, and asset realization processes to optimize efficiency and effectiveness.
• Analyze and provide insights on marketing activities to identify areas of success and opportunities for improvement.
• Develop and maintain key metrics and reports for monitoring firm growth, including Assets Under Administration (AUA), Assets Under Management (AUM), number of clients, advisors, households, trades, etc.
• Collaborate with cross-functional teams to ensure alignment and consistency in sales and marketing efforts.
• Provide regular updates and insights to the Chief Growth Officer to support strategic decision-making and drive revenue growth initiatives.

Requirements

• Bachelor's degree in business administration, finance, or related field. MBA is a plus.
• Proven experience in sales operations, analytics, or related roles within the financial services industry.
• Strong analytical skills with the ability to interpret data and draw actionable insights.
• Excellent communication and interpersonal skills to collaborate effectively with various stakeholders.
• Proficiency in CRM systems, data analysis tools, and Microsoft Excel.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

Benefits

• Salary commensurate with experience
• Ability to participate in bonus structure
• Subsidized health, dental, vision, accident/illness, disability, group life benefits
• Access to company 401(k) with match
• Paid time off
• Life insurance
• Vision insurance
• Dental insurance
• Health insurance