About this role
About ImpactAssets Services ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $5 billion in assets under management and an activated community of 1,900+ clients. ImpactAssets Services is an affiliate of ImpactAssets. Impact Assets also is the parent of ImpactAssets Capital Partners, PB LCC. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision. *ImpactAssets Services is not a 501(c)(3) organization. The Opportunity The Senior Associate, Sales Operations is the engine behind our client acquisition growth, building and running the infrastructure that lets our Client Solutions team perform at its best. You will support the systems, data analytics, CRM workflows, and training frameworks that scale our reach across family offices, foundations, corporations, and ultra-high net worth individuals. This is a highly collaborative, high-visibility role for someone who is energized by building the operational backbone that supercharges a growing Client Solutions team. The Senior Associate, Sales Operations role is a full time , remote position and can work from anywhere in the US with work hours aligning with Eastern Standard Time (with some flexibility). As a remote, people-first culture, we care deeply about our team members’ connections to one another and as such, travel 2-3 times per year to company events will be required. Operational Sales Support & Execution Serve as the first point of contact for inbound leads, triaging and routing opportunities so every prospect gets a fast, strong start, and coordinating on prospect opportunities and other team projects. Build and maintain pipeline dashboards and standardized reporting, turning CRM and other data into insights that sharpen the team's focus and prioritization. Build outbound target lists, research prospects, and prepare background packets that set the stage for high-impact client outreach. Partner with Product and Marketing to keep the team equipped with sharp, current outreach collateral and tools that clearly showcase our value and impact, surfacing prospect and market feedback to inform the client feedback loop. Partner with the Managing Director to drive the Client Solutions team’s OKRs, and help build and maintain the playbooks, standard operating procedures, and internal knowledge base that keep our best practices documented and repeatable. Coordinate account-opening, DAF application tracking, and funding/transfer status through client handoff, and lead or support project-based work as needed. Business Intelligence & Data Management Own and continuously refine the CRM to power complex, relationship-driven business development, from enriching contact records and surfacing warm-intro paths to maintaining day-to-day data hygiene and record accuracy. Integrate business intelligence tools and dashboards with the CRM to give the team real-time visibility into prospect touchpoints, pipeline, and asset flows. Leverage AI and automation tools to streamline prospect research, meeting preparation, and reporting workflows, freeing the team to focus on high-value client engagement. Collaborate across the team to improve scalability, knowledge management, and workflow design that fuels sustained client growth. Partner with Legal, Finance, Investment Solutions, Client Engagement, and Client Service to streamline and accelerate the prospect-to-client transition. Support cross-functional initiatives with Marketing, including shared events, content calendars, and firm visibility efforts. Deliver regular pipeline and activity reporting to the Head of Client Solutions, keeping open initiatives visible and on track. Any other projects as needed.