ImpactAssets

Impact investing platform and advisory services

Senior Associate, Sales Operations

Sales OperationsUpdated on Nov 15

Full-timeRemote in USANo salary listed

About the Job

Requirements

At least 5 years of experience in sales operations, business development support, or customer relationship management administration within investment management, wealth advisory, private markets, philanthropy, or impact investing, and a bachelor's degree in a related field or an equivalent combination of education and experience.
Experience building and managing customer relationship management systems, sales infrastructure, and reporting processes that support client acquisition among institutional or private investors, such as family offices, foundations, corporations, or ultra-high-net-worth individuals.
Experience managing a pipeline, tracking prospect and client interactions, and supporting multi-stakeholder philanthropic or investment decision processes.
Ability to use artificial intelligence and automation tools for prospect research, market intelligence synthesis, meeting preparation, personalized outreach, pipeline management, and workflow efficiency.
Experience with customer relationship management systems, pipeline reporting, and investor communications, including an understanding of how data, tools, and workflows connect across business development; maintaining data integrity, accuracy, and consistency.
Fluency in private markets and impact investment strategies across asset classes, with the ability to engage credibly with investment professionals and clients.
Familiarity with impact investing or values-aligned investment strategies and the ability to communicate impact value propositions credibly.
Ability to design, document, and continuously improve repeatable processes, standard operating procedures, and playbooks that scale, support handoffs, and withstand audits.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Strong project management skills, including running multiple initiatives simultaneously, tracking dependencies and deadlines, and prioritizing competing demands with minimal oversight.
Knowledge of and interest in leveraging capital for social and environmental impact.

Responsibilities

Serve as the first point of contact for inbound leads, triage and route opportunities, coordinate on prospect opportunities, and support team projects.
Build and maintain pipeline dashboards and standardized reporting, using customer relationship management and other data to provide insights for team focus and prioritization.
Build outbound target lists, research prospects, and prepare background packets for client outreach.
Partner with Product and Marketing to maintain outreach collateral and tools, and surface prospect and market feedback for the client feedback loop.
Partner with the Managing Director to drive Client Solutions team objectives and key results, and build and maintain playbooks, standard operating procedures, and an internal knowledge base.
Coordinate account opening, donor-advised fund application tracking, and funding and transfer status through client handoff; lead or support project-based work as needed.
Own and continuously refine the customer relationship management system, including enriching contact records, surfacing warm-introduction paths, and maintaining data hygiene and record accuracy.
Integrate business intelligence tools and dashboards with the customer relationship management system to provide real-time visibility into prospect touchpoints, pipeline, and asset flows.
Use artificial intelligence and automation tools to streamline prospect research, meeting preparation, and reporting workflows.
Collaborate across the team to improve scalability, knowledge management, and workflow design.
Partner with Legal, Finance, Investment Solutions, Client Engagement, and Client Service to streamline the prospect-to-client transition.
Support cross-functional initiatives with Marketing, including shared events, content calendars, and firm visibility efforts.
Deliver regular pipeline and activity reports to the Head of Client Solutions, keeping initiatives visible and on track.
Handle other projects as needed.

Desired Qualifications

Proficiency with the cloud-based collaboration tools Box and Asana.
Experience working in a virtual environment.

About ImpactAssets

ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges.

The result? A fast growing, dynamic organization with more than $5 billion in assets under management and an activated community of 1,900+ clients.

ImpactAssets Services is an affiliate of ImpactAssets. Impact Assets also is the parent of ImpactAssets Capital Partners, PB LCC. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision.

*ImpactAssets Services is not a 501(c)(3) organization.

The Opportunity

The Senior Associate, Sales Operations is the engine behind our client acquisition growth, building and running the infrastructure that lets our Client Solutions team perform at its best. You will support the systems, data analytics, CRM workflows, and training frameworks that scale our reach across family offices, foundations, corporations, and ultra-high net worth individuals. This is a highly collaborative, high-visibility role for someone who is energized by building the operational backbone that supercharges a growing Client Solutions team.

The Senior Associate, Sales Operations role is a full time, remote position and can work from anywhere in the US with work hours aligning with Eastern Standard Time (with some flexibility). As a remote, people-first culture, we care deeply about our team members’ connections to one another and as such, travel 2-3 times per year to company events will be required.

Operational Sales Support & Execution

Serve as the first point of contact for inbound leads, triaging and routing opportunities so every prospect gets a fast, strong start, and coordinating on prospect opportunities and other team projects.
Build and maintain pipeline dashboards and standardized reporting, turning CRM and other data into insights that sharpen the team's focus and prioritization.
Build outbound target lists, research prospects, and prepare background packets that set the stage for high-impact client outreach.
Partner with Product and Marketing to keep the team equipped with sharp, current outreach collateral and tools that clearly showcase our value and impact, surfacing prospect and market feedback to inform the client feedback loop.
Partner with the Managing Director to drive the Client Solutions team’s OKRs, and help build and maintain the playbooks, standard operating procedures, and internal knowledge base that keep our best practices documented and repeatable.
Coordinate account-opening, DAF application tracking, and funding/transfer status through client handoff, and lead or support project-based work as needed.

Business Intelligence & Data Management

Own and continuously refine the CRM to power complex, relationship-driven business development, from enriching contact records and surfacing warm-intro paths to maintaining day-to-day data hygiene and record accuracy.
Integrate business intelligence tools and dashboards with the CRM to give the team real-time visibility into prospect touchpoints, pipeline, and asset flows.
Leverage AI and automation tools to streamline prospect research, meeting preparation, and reporting workflows, freeing the team to focus on high-value client engagement.
Collaborate across the team to improve scalability, knowledge management, and workflow design that fuels sustained client growth.
Partner with Legal, Finance, Investment Solutions, Client Engagement, and Client Service to streamline and accelerate the prospect-to-client transition.
Support cross-functional initiatives with Marketing, including shared events, content calendars, and firm visibility efforts.
Deliver regular pipeline and activity reporting to the Head of Client Solutions, keeping open initiatives visible and on track.
Any other projects as needed.

Experience:

Minimum 5 years of experience in sales operations, business development support, or CRM administration within investment management, wealth advisory, private markets, philanthropy, or impact investing, and a bachelor's degree in a related field; or equivalent combination of education and experience.
Experience building and managing CRM systems, sales infrastructure, and reporting processes that support client acquisition among institutional or private investors, such as family offices, foundations, corporations, or ultra-high-net-worth individuals.
Experience managing a pipeline, tracking prospect and client interactions, and supporting multi-stakeholder philanthropic or investment decision processes.

Knowledge and Skill Requirements:

Demonstrated ability to leverage AI and automation tools to enhance client acquisition effectiveness, including prospect research, market intelligence synthesis, meeting preparation, personalized outreach, pipeline management, and workflow efficiency.
Strong experience in CRM systems, pipeline reporting, and investor communications, with a systems-thinking approach to how data, tools, and workflows connect across the business development stack; high personal bar for data integrity, accuracy, and consistency.
Fluency in private markets and impact investment strategies across asset classes, with the ability to engage credibly with investment professionals and clients.
Familiarity with impact investing and/or values-aligned investment strategies and the ability to communicate impact value propositions credibly and compellingly.
Strong interpersonal skills, including the ability to collaborate with cross functional teams.
Proactive self-starter who anticipates needs and takes ownership without waiting for direction; strong follow-through and sound judgment in ambiguous situations, with the discretion to know when to resolve issues independently versus escalate; manages timelines with urgency and accountability.
Collaborative mindset with a willingness to adapt and contribute across evolving team needs.
Demonstrated ability to design, document, and continuously improve repeatable processes, standard operating procedures, and playbooks that scale beyond a single person and hold up under handoff or audit.
Proficiency in Microsoft Word, Excel and PowerPoint. Proficiency with cloud-based collaboration tools Box and Asana preferred.
Strong project management skills with the ability to run multiple initiatives simultaneously, track dependencies and deadlines, and prioritize competing demands with minimal oversight. Experience working in a virtual environment preferred.
Demonstrated knowledge and interest in leveraging capital for social and environmental impact.

About the Company

ImpactAssets

Impact investing platform and advisory services

ImpactAssets helps impact investors and philanthropists access opportunities and tailored solutions to fund positive social and environmental change. With over $5 billion in assets and 1,700 portfolio companies and funds, it serves individuals, families, foundations, family offices, and corporations by offering strategic guidance, pre-vetted managed portfolios, and direct investments in purpose-driven companies. Its approach spans from simplifying entry for newcomers to managing back-office tasks for large clients, including vetting opportunities, evaluating strategies, and outsourcing investment administration. Unlike others, its long track record and broad, end-to-end support model let clients pursue a clear impact strategy across a wide range of investor types. The goal is to help clients achieve their greatest impact while aligning investments with their values.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Bethesda, MD
Founded: 2010

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