Portfolio Operations Associate Jobs in Santa Rosa, CA

Pacific Hospitality Group provides a unique value proposition to investors and team members through our owner/operator approach. We are a family focused company committed to long term holds that enable us to grow our business and our team members. Our vision is to enrich people's lives by offering memorable experiences, giving back to our communities and honoring God in all that we do. We are focused on long-term value creation and sustainable growth.

Our Guiding Principles:

Integrity, Compliance, Value Creation, Principled Entrepreneurship, Customer Focus, Knowledge, Change, Humility, Respect, & Fulfillment

The hourly range for this opportunity is $22 to $24 an hour.

What You Will Accomplish

The National Sales Operations Associate serves as a dedicated sales partner to two NSO sellers, acting as an extension of the seller to manage day-to-day sales execution and operational follow-through across a multi-property portfolio.

This role is embedded with assigned sellers and owns the coordination, preparation, and progression of sales activity from inquiry through proposal and pipeline advancement. By removing administrative and operational burden, the Associate enables NSO sellers to focus on relationship development, portfolio strategy, and closing business.

This is not a transactional coordinator role. It is a seller-aligned, revenue-support position designed to keep deals moving, protect seller time, and support a portfolio-based selling model.

Key Responsibilities:

Lead Intake & CRM Integrity

• Receive inbound group inquiries and build leads in Delphi, ensuring accurate account, contact, and opportunity information.
• Maintain detailed and timely documentation of all client interactions, internal communications, and activity updates within Delphi.
• Ensure consistent tracking and visibility of opportunities throughout the sales funnel.

Lead Evaluation & Assignment

• Assess incoming inquiries and assign leads to the appropriate National Sales Director based on predefined criteria such as account alignment, geography, complexity, and strategic value.
• Retain operational ownership of leads until escalation or disposition.

Availability Review & Client Pre-Qualification

• Conduct initial availability searches to determine feasibility of requested dates.
• When availability is constrained, proactively communicate with clients (copying the assigned Sales Director) to explore alternate date options, regardless of stated date flexibility.
• Act as an early-stage liaison between client needs and internal capabilities.

Revenue Management Coordination

• Initiate structured pricing requests to Revenue Management via Delphi chatter, copying the assigned Sales Director.
• Ensure pricing requests reflect accurate availability findings and client requirements to support informed revenue decisions.

Sales Director Enablement & Client Introduction

• Facilitate professional email introductions connecting clients with the assigned National Sales Director once initial pricing parameters are established.
• Remain copied on correspondence to maintain continuity, visibility, and operational support.

Proposal Development & Execution Support

• Generate sales proposals based on direction provided by the Sales Director following:
  • A qualifying discovery call, or
  • Limited client engagement requiring proposal development with partial information.
• Deliver proposal drafts to the Sales Director for review, refinement, and direct client delivery.

Pipeline Oversight & Follow-Up

• Conduct weekly reviews of National Sales Directors' pipelines to identify programs requiring follow-up.
• Execute structured follow-up for opportunities with outstanding proposals that are not yet designated as high-priority.
• Support consistent pipeline movement and reduce opportunity stagnation.

Lead Escalation & Disposition

• Support escalation of qualified opportunities to "hot lead" status, at which point the Sales Director assumes primary responsibility through contract execution.
• When programs do not move forward, formally close or decline opportunities in Delphi with appropriate documentation and rationale.

What You Will Bring

• Strong understanding of group sales processes and sales funnel management
• High proficiency with CRM systems, particularly Delphi
• Strong organizational skills and attention to detail
• Ability to exercise sound judgment in prioritization and lead routing
• Excellent written communication and cross-functional coordination skills
• Ability to manage multiple opportunities simultaneously in a fast-paced environment
• Working Relationships
• National Sales Directors
• Revenue Management
• Clients and External Partners
• Sales Operations and Support Teams

Great If you have

• 2-3 Years Experience in High Volume Hotel Sales Office Management
• Strong working knowledge of Salesforce, Delphi, Cvent
• Analytical and Reporting Skills

Special Skills & Abilities/Mental and Physical Demands:

(To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.