Sales Operations Analyst

Artist Capital
Charlotte, NC Full Time
POSTED ON 7/3/2024 CLOSED ON 8/1/2024

What are the responsibilities and job description for the Sales Operations Analyst position at Artist Capital?

NO RECRUITERS


Artist is seeking a driven professional to serve as a Sales Operations Analyst.


The appropriate candidate:

• Has a demonstrable ability to multitask in a fast-paced work environment and to work independently as well as part of the team to ensure that the needs of the Partners are always met

• Has a clear passion for investing, deep knowledge of capital markets, and ability to discuss alternative investment funds (private or public), co-investments and direct investments across sectors

• Will regularly interface with firm clients, investors, and their staff to arrange calls and meetings on behalf of the Artist team

• Will be expected to handle a wide array of day-to-day responsibilities including managing the sales pipeline for the sales team in the Charlotte and New York offices

• Will work with the firm’s Project Manager/Vice President of Sales Operations to provide Sales Tracking and Reporting

• Vetting Prospective Investors

• Will be required to manage various projects with constantly shifting priorities while maintaining a high degree of professionalism

• Will assist in managing general office needs such as event planning and conferences

• Is required to help manage and oversee logistics of client road shows

• Will make international & domestic travel arrangements and organize itineraries for the Partner(s) and other Registered Representatives when necessary

• Will work with the Charlotte team around office administration needs including aiding the Partner in various office billing, filing, and purchasing needs


Preferred Qualifications:

• Detail-oriented, hardworking, self-motivated and able to thrive in a dynamic, entrepreneurial environment

• Prior experience working at an institutional investment bank in banking or sales and trading preferred

• Superior analytical, organizational, and written and verbal communication skills

Artist Capital, LLC 2Q24

• Background in supporting senior management or a sales team preferred but not required

• Proficient in Microsoft Excel, PowerPoint, Word, and Salesforce or similar CRM system

• Technical acumen as well as ability to creatively approach unfamiliar situations and problems

• Series 7 & 63 licenses preferred. The right candidate will have the opportunity to get registered with Artist Capital if they do not currently hold those licenses

Artist offers opportunities for personal development within a successful and growing firm. Our competitive remuneration is heavily weighted toward achieving individual objectives.


Detailed Responsibilities:


The Sales Operations Analyst will be responsible for the following tasks:


• Pipeline Management:

o Assist the sales team in creating and maintaining a pipeline in support of all products represented by Artist Capital

o Maintain up-to-date and detailed notes in Salesforce CRM

o Assist the Vice President of Sales Operations with new CRM automations and new technology testing to increase sales efficiency


• LP Sourcing and Development:

o Identify and prospect new leads

o Utilize investor databases to bolster sourcing pipeline

o Assist the sales team in building and maintaining a broad network of colleagues in the industry across geographies and investment types


• Ongoing Maintenance:

o Assist Vice President of Sales Operations around various ad-hoc and long-term business development plans

o Prepare and update review of current pipeline by coverage area and investment focus

o Continually review and reassess relationships in order to maintain optimal coverage as the market evolves over time

o Represent Artist Capital at relevant Events and Conferences


• Administrative Needs:

o Office filing and billing

o Purchasing and tracking of office goods

o Assist sales team with travel plans / agendas

o Assist with onboarding of new employees and clients

o Organization around Charlotte based events, conferences and meetings


For all inquiries, please contact:

James Thompson

Vice President

jt@artistcapital.com

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