Great Gray Trust Company is a leading independent provider of trustee and administrative services to Collective Investment Trusts. They are seeking a Sales Operations Associate to join their Revenue Operations team, where the individual will be responsible for producing and analyzing sales reports and analytics, ensuring quality control of client-facing deliverables, and driving the adoption of AI tools to enhance efficiency.
Responsibilities
- Develop and deliver high-quality Total Cost Analysis (TCA) reports, Target Date Fund (TDF) comparisons, and other sales enablement materials with a strong emphasis on accuracy and timely turnaround
- Cultivate strong day-to-day communication and flexibility in work style to promote team success and meet group metrics
- Collaborate cross-functionally with sales and investment oversight teams to validate and maintain current fund information ensuring final report materials remain accurate
- Serve as the primary quality control checkpoint for all client-facing sales reports and analytics, ensuring accuracy, consistency, and completeness before deliverables are distributed to sales professionals
- Transpose plan and participant data to be displayed within Target Date Fund (TDF) suitability reports that support sales conversations
- Provide performance data, product information, and analytical support to enable sales representatives to pursue and close new business
- Maintain and continuously improve reporting templates, processes, and quality control procedures to enhance efficiency and output quality
- Understand and apply compliance regulations to report templates and processes as directed by the Compliance Team
- Support cross functional team discussions to identify improvements to fund data sources and procedural efficiencies
- Reference and maintain training materials and guides to ensure up-to-date procedures and accurate data
- Complete other related duties as assigned
Skills
- Bachelor's degree in Business, Finance, Economics, Data Analytics, or a related field
- 1+ years of post-graduate experience in sales support or a related role
- Demonstrated experience producing and quality-controlling analytical reports, with a strong attention to detail and commitment to data accuracy
- Strong analytical skills with the ability to interpret complex data sets and translate findings into clear, client-ready deliverables
- Proficiency in Microsoft Excel and experience with data visualization or reporting tools
- Effective written and verbal communication skills to both internal and external stakeholders
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Experience supporting intermediary distribution channels or working with financial advisors and institutional clients is preferred
- Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration
- Experience creating operational efficiencies via automation or projects in Claude or other AI/ML technologies is highly preferred
- Experience within asset management or financial services is highly preferred
- Exposure to investment products, including target date funds, collective investment trusts (CITs), and other retirement plan investment vehicles is highly preferred
- Familiarity with CRM platforms (Salesforce) is a plus
Benefits
- Group medical, dental and vision insurance
- Employer-paid life and disability insurance
- Annual well-being stipend
- Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model
Company Overview
- Great Gray Trust Company offers Collective Investment Trusts focused on retirement investments and acts as trustee for Great Gray Funds. It was founded in 2023, and is headquartered in Las Vegas, Nevada, USA, with a workforce of 51-200 employees. Its website is https://www.greatgray.com.