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Sales Operations Associate

Greater New York City Area Full Time

Axial is the trusted financial technology platform for business owners and their M&A advisors to safely and intelligently research, connect and transact with strategic and financial capital partners. Founded in 2010, Axial has facilitated over 2000 closed transactions, and built a network with over 10,000 financial investors, M&A advisory firms and company executives active in the lower middle market. Axial members focus on change of control, minority equity, debt, and co-investment transactions involving US & Canadian businesses doing $5M - $250M in revenue. Axial is headquartered in New York, NY.

Job Description

The Associate of Sales Operations at Axial will be responsible for supporting the Sales Operations Manager and helping build the sales operations and strategy function at Axial.There are two core operations responsibilities relating to the Sales Operations function.The primary responsibility centers around Salesforce productivity and Salesforce enablement. This is a wide-ranging responsibility and includes everything from appropriate inbound lead assignment (developed in conjunction with the marketing organization) to assisting in territory development to the identification of necessary resources to accelerate talk time for the sales team.Finally, the last responsibility relates to the reduction of organizational churn through the development of dashboards, systems, and analytics to help the Member Success organization in account management and account support.


  • Build Salesforce workflows and protocols to allow for efficient lead and territory allocation
  • Work with a team of offshore and onsite resources to grow the Axial database, clean qualified accounts, and oversee all data integrity
  • Track, report and discover valuable new sales operations metrics to determine business health and trends
  • Work cross-functionally to maintain and improve Salesforce dashboards for all teams
  • Develop new workflows and protocols to drive sales productivity and sales team enablement
  • Conduct ongoing data analysis of user base to enable "Members for Life":
  • Programs to identify Members at risk before renewal date
  • Programs to identify win-win opportunities to increase Member Success & ACV
  • Establish strong working relationships with finance, Member Development, Marketing, Member Success, & Engineering teams to achieve above objectives without constant management involvement


  • 0-2 years experience, previous roles as a consultant, business analyst, or finance analyst OR voracious appetite to earn and develop those skills
  • Ability to master objects, data quality, custom workflows, reporting, and dashboard tools
  • Exceptional problem solving and analytical skills, including experience with complex data structures and models
  • Aptitude for Excel, for all forms of analysis and data modelling
  • SQL knowledge (or other querying languages) and experience with data warehousing technologies a plus
  • Ability to demonstrate thought leadership, present rigorous analysis and insights with clarity and confidence
  • Can-do attitude willing to lead by example, do whatever it takes to succeed, and shift altitudes between high-level strategic planning and low-level tactical database administration and support