Financial Operations Associate Jobs in Frisco, TX

MarshBerry is growing! We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.

MarshBerry is seeking a Sales Operations Associate, based in one of MarshBerry’s office locations. The Sales Operations Associate will help drive MarshBerry’s growth strategy by enabling the sales team to achieve their new business goals. The Sales Operations Associate will focus on building the sales infrastructure, identifying process improvements and identifying development opportunities. The Sales Operations Associate will be responsible for regular reporting on key performance metrics, analyzing the data and making recommendations to leadership.

This is a hybrid position. The ideal candidate may be located out of our MarshBerry office in Beachwood, Ohio, Grand Rapids, Michigan, Plano, Texas or Dana Point, California. This individual will work onsite Monday through Thursday, with the option to work remotely on Friday's.

• Enable business development team and MarshBerry consultants to achieve new business goals through continuously improving sales infrastructure and processes.
• Support individuals with sales goals with pipeline management, business plans, lead generation and forecasting efforts.
• Monitor team members’ productivity and capacity and propose adjustments as needed.
• Assist with coaching and developing individuals with sales goals and recommend training opportunities.
• Ensure the right performance metrics are in place and develop regular reporting and dashboards to track progress.
• Assist with tracking and maintaining information in Salesforce ensuring data integrity and accuracy.
• Partner with the Salesforce Operations Team to make updates to Salesforce to enhance the effectiveness of the system.
• Collaborate with marketing and other teams to align lead management, thought leadership efforts, and continual improvement of lead quality and conversion.
• Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
• Stay informed on industry trends, competitors, and emerging opportunities.
• Special projects and other tasks as assigned.

• Bachelor’s degree in business, Finance, Marketing or related degrees.
• Related professional designations and licenses are preferred.
• 3-5+ years of sales operations, business analytics, or related experience ideally within investment banking or financial services.
• Salesforce experience is a plus, especially with reporting and dashboards.
• Strong analytics experience utilizing excel and BI tools.

• Proficient in Microsoft Office Word, Excel, PowerPoint and other software.
• Strong communication and relationship-building skills.
• Organized, self-motivated, and able to manage multiple priorities.
• Maintains confidentiality of proprietary information and that of clients.
• Positive and professional, able to show consideration for and maintain good working relations with co-workers and remains open to others’ ideas and exhibits willingness to try new things.
• Ability to travel occasionally (10-15%).

CA base salary target range - $100,000-$120,000

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising, as well asFinancial ConsultinginStrategic Planning,Valuations, andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth Consulting,Executive Peer Exchange, Agency Network andMarket Intelligence & Performance Benchmarking. For more information, visitwww.MarshBerry.com .

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places – The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.