Sales Operations Associate (AI-enabled)

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