Junior Sales Operations Officer
Broadridge
Junior Sales Operations Officer
Broadridge
Fintech infrastructure for investor communications
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
Join us as a Sales Operations Officer within our Client Service Management team and grow your career in a collaborative, business-focused environment.
We’re looking for a proactive early-career professional who is eager to build their experience in sales operations, CRM administration, reporting, and cross-functional coordination.
If you are detail-oriented, analytical, and enjoy supporting sales teams, improving processes, and working with data to drive smooth business operations, this is a great opportunity to learn, contribute, and develop your career supporting Acolin, now part of Broadridge.
Responsibilities
Maintain and update CRM data, ensuring accuracy and data quality.
Support the Sales team with opportunity management, sales administration, and pipeline tracking.
Coordinate client-related activities and ensure timely follow-up on requests and actions.
Act as a link between internal teams, supporting efficient communication and issue resolution.
Maintain client information, documentation, and service-related records.
Prepare regular sales and client-related reports, dashboards, and analyses.
Support sales forecasting, performance tracking, and process improvements.
Assist with CRM enhancements, testing, and provide support to CRM users.
Collaborate with Sales, Marketing, Operations, and other internal stakeholders to ensure smooth business processes.
Requirements
2+ years of experience in Sales Operations, Client Services, Business Operations, or a similar role.
Strong analytical skills with close attention to detail.
Excellent organizational and coordination skills, with the ability to manage multiple priorities effectively.
Proficiency in Microsoft Excel and Microsoft Office.
Experience with CRM systems, such as Microsoft Dynamics or Salesforce, is an advantage.
Strong communication and stakeholder management skills, with the ability to work effectively across teams.
Fluency in English, both written and spoken.
A proactive approach and willingness to learn.
Hybrid Flexible at Broadridge
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role will be considered hybrid, after successfully passing the probation period.
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Fintech infrastructure for investor communications
Broadridge provides critical financial services infrastructure that powers investor communications, proxy voting, and trading operations for public companies, brokers, and asset managers. It runs platforms that process trillions of dollars in trades and millions of communications daily, delivering regulated software and services for governance, trading, and asset management. What sets it apart is its history as an ADP division that became a standalone public company, plus a broad, end-to-end suite built through acquisitions across proxy voting, fund data, trading, and wealth-management technology. Its goal is to be the essential, scaleable backbone for financial markets, expanding with data, digital assets, and AI-driven solutions.
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