We're seeking a detail-oriented Sales Operations Specialist to support our sales team's efficiency and effectiveness. This role is crucial in maintaining smooth sales processes and providing data-driven insights to drive business growth.
Key Responsibilities:
- Strategy implementation: Helping to execute the Head of Sales’s vision and strategic plans.
- Evaluate and optimize effectiveness of existing software platforms and select and implement new ones.
- Maintain CRM system and ensure data accuracy
- Generate and analyze sales reports and forecasts
- Support sales team with content creation and process improvements
- Collaborate with content strategy team on creation of marketing tools such as pitch decks to enhance visual storytelling.
- Assist in training sales staff on tools and processes
- Formulating Presales (BDR/SDR) process for private equity sales team to develop business leads
Requirements:
- Bachelor's degree
- 1-3 years of experience in sales operations or similar role
- Proficiency in Salesforce and Microsoft Office Suite, especially Excel and Powerpoint
- Strong analytical and problem-solving skills
- Excellent communication and organizational abilities
Preferred Qualifications:
- Experience with sales analytics tool, Pitchbook and Mergermarket
- Knowledge of sales methodologies and best practices
- Project management experience
Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $75,000-$90,000 per annum with eligibility in Capstone's annual bonus pool.
This position is based in our Washington, DC office. Capstone is in-person Monday thru Thursday with flexible work from home Fridays.
Career Growth and Development:
At Capstone, we prioritize professional development. This role will allow you to provide invaluable support to your team, while also engaging in diverse projects and initiatives. You will have the opportunity to operate at the intersection of policy and finance and tackle a broad range of clients and projects, with senior executive engagement. If you are diligent, proactive, and ready to embrace new challenges, you will find ample opportunities for professional growth and advancement at Capstone. Join us and take the next step in your career within a supportive and dynamic environment.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Top Skills
What We Do
Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.
