Associate – Sales Operations

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

What we do:

As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.
 

The Opportunity:

We are seeking a detail-oriented and tech-savvy Sales and Marketing Operations Associate to join our growing team. In this role, you will play a key part in optimizing and scaling our automation workflows and sales reporting infrastructure across the U.S. private markets business. You’ll be instrumental in bridging the gap between strategy and execution, enabling data-driven decisions across sales and marketing teams.
 

This position is ideal for someone with a strong background in Salesforce, data analysis, workflow implementation and automation.
 

Your responsibilities will be to:

•  Data Enhancement & Segmentation:
  Identify and implement enhancements to our data systems to support smarter audience segmentation and align with evolving sales strategies.
• Workflow Implementation:
  Build and manage operational workflows to improve sales processes— including call triggers, response time tracking, and conversation enhancement strategies.
• Sales Effectiveness Analysis:
  Partner with sales leadership to quantify sales effectiveness, measure team activity, and generate insightful sales performance reports.
• Performance Tracking:
  Develop and maintain dashboards and reporting tools to review usage metrics and track the quantitative success of campaigns and outreach initiatives.
• Automation Flow Management:
  Lead the technical building, execution, and ongoing maintenance of the CRM automation builds—across all focus products, market segments (wirehouses, broker-dealers, RIAs), and marketing channels.
   

Your background will include:

• 3–5 years of experience in sales/marketing operations, preferably in financial services or a B2B environment.
• Hands-on Salesforce experience is required.
• Proficiency with marketing automation platforms (e.g., Marketo, HubSpot, Pardot).
• Strong analytical skills with experience in data visualization tools (e.g., Tableau, Power BI).
• Proven track record of designing and executing cross-functional workflows.
• Excellent communication skills and attention to detail.
• Experience working with sales teams targeting private market channels (RIA, wirehouse, B/D) is a plus.
   

Benefits

At Hamilton Lane, our benefits philosophy is simple. To provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

To do this, Hamilton Lane offers the following benefits:

Enhancing Your Physical and Emotional Health 

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.

Developing Your Career

• Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

• For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidate that join our team. 
• For growing families, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing
  parents.  

Safeguarding Your Financial Wellbeing

• Contributes to retirement programs and offers an employee stock purchasing plan.
• Competitive compensation package with eligibility for an annual discretionary bonus.

Salary range for this position: $85,000 to $95,000 per year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [email protected].

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.