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Sales Operations Associate

Plano, TX, United States
Operations
11155

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Job Description

Overview

Are you looking to grow your operational skills? Join our Sales Operations team as we continue to grow!

 

As a Sales Operations Associate, you will handle lead assignments, tracking downstream data, and generating reporting for both our Salespeople and Management. You will also help test new lead streams, improve our data, and contribute to the enhancement of our internal tools and dashboards. Along the way, you will build your analytical and operational skills, with opportunities to work with departments across our US Private Client Group. You will report to the Client Development Operations Manager.

 

The Day-to-Day:

  • Handle lead assignments for all departments under the Client Development umbrella
  • Improve team efficiency through improvements to our internal tools
  • Manage all back-end data for prospects, clients, and former clients in our programs
  • Track all additions, referrals, and new client hires generated by our department
  • Develop projects and implement processes to contribute to Client Development growth
  • Work with departments across PCG to test new lead sources and scale our business

 

Your Qualifications:

  • 0+ years of experience
  • Intermediate Excel skills (create pivot tables and index matches)
  • Are willing to learn Access
  • Detail oriented and follow set procedures
  • Enjoy working with others to solve new problems and find solutions
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

 

*California employees accrue up to 17 days of PTO and 3 days of sick time per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

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