Full-Time

Sales Operations Associate

Confirmed live in the last 24 hours

Yieldstreet

Yieldstreet

201-500 employees

Platform for alternative investments access

Fintech
Financial Services

Mid

Salt Lake City, UT, USA

Hybrid work model with some in-office days required.

Category
Customer Success Management
Field Sales
Inside Sales
Strategic Account Management
Sales & Account Management
Required Skills
Salesforce
Data Analysis
Excel/Numbers/Sheets

You match the following Yieldstreet's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree
  • 2-3+ years of relevant experience in sales operations, revenue operations or as a business analyst
  • 2-3+ years experience with Salesforce CRM
  • Advanced skills in Google Sheets or Excel
  • Familiarity with sales concepts and metrics
  • Understanding of basic financial principles and terminology
  • Excellent organization and follow up skills
  • Ability to thrive in a dynamic and fast paced startup environment
  • Intellectual curiosity and a willingness to learn
Responsibilities
  • Data analysis and enhancement: Be a quantitative thinker who is comfortable analyzing large data sets for Sales stakeholders. Partner with the Data Team as needed to help deepen available insights that will optimize Sales team time and drive revenue.
  • CRM Maintenance: Be a go-to resource for creation of new Salesforce visualizations. Maintain Salesforce infrastructure and data integrity while continuously suggesting areas to maintain optimal UX and cleanliness. Implement new enhancements and fields on an ongoing basis as the stakeholder teams evolve. Accurately pull client populations for team outreach initiatives or other ad-hoc reporting requested by Sales stakeholders.
  • KPI Tracking: Create and maintain sales performance dashboards and reports. Track and report on key performance indicators and metrics to measure progress.
  • Performance Review Reporting: Support quarterly compensation plan calculation, as well as Year-End and Mid-Year Performance reviews, by synthesizing activity and outcome related data on client-facing Associates.
  • Process Documentation: Document and maintain sales processes, procedures, and best practices. Support day-to-day resolutions and efficiency improvements.
  • Sales Tools and Technology: Support the implementation and maintenance of sales enablement tools and systems to enhance sales productivity. Support contract management and renewal processes. Ensure new hire on/offboarding across tech stack.
Desired Qualifications
  • Salesforce Admin Certification
  • Knowledge of private markets
  • Prior experience in sales
  • Experience with Looker, Groove, AskNicely and/or Intercom
  • Experience with a range of data visualization tools

Yieldstreet provides a platform for individual investors to access alternative investments like real estate, private credit, and private equity, which are usually reserved for institutional investors. The company distinguishes itself by offering a wide range of vetted investment opportunities, with only 10% of evaluated deals being approved, ensuring high-quality options for users. Its user-friendly platform allows investors to connect with private market professionals and customize their investment choices. The goal is to help individuals diversify their portfolios and achieve consistent returns, while maintaining transparency about investment performance.

Company Stage

Debt Financing

Total Funding

$225.9M

Headquarters

New York City, New York

Founded

2015

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

0%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisition of Cadre enhances real estate investment offerings for Yieldstreet.
  • Partnership with Wilshire boosts Yieldstreet's diversified private market portfolios.
  • Recent funding round could expand Yieldstreet's offerings and improve platform technology.

What critics are saying

  • Increased competition from platforms like Fundrise may dilute Yieldstreet's market share.
  • Integration challenges from Cadre acquisition could disrupt operations.
  • Potential sale of Yieldstreet might lead to strategic changes misaligned with investor expectations.

What makes Yieldstreet unique

  • Yieldstreet offers a wide range of asset classes, unlike many competitors.
  • The platform provides access to alternative investments for nonaccredited investors.
  • Yieldstreet's rigorous vetting process ensures high-quality investment opportunities.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Company Equity

Unlimited Paid Time Off

401(k) Company Match

Commuter Benefits

Life Insurance

Sabbatical