{"id":2042134,"url":"https://alion.io/job/marshberry-sales-operations-associate","title":"Sales Operations Associate","company":{"id":1886259,"name":"MarshBerry","domain":"marshberry.com","url":"https://alion.io/company/marshberry","size_band":"1-10","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Plano, United States","Grand Rapids, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-07T17:14:18Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-23T08:05:36Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Sales Operations Associateto 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 of 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, hybrid work schedules, new challenges, and learning experiences.\nPosition Summary:\nMarshBerry 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.\nThe 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.\nResponsibilities:\nEnable business development team and MarshBerry consultants to achieve new business goals through continuously improving sales infrastructure and processes.\nSupport individuals with sales goals with pipeline management, business plans, lead generation and forecasting efforts.\nMonitor team members’ productivity and capacity and propose adjustments as needed.\nAssist with coaching and developing individuals with sales goals and recommend training opportunities.\nEnsure the right performance metrics are in place and develop regular reporting and dashboards to track progress.\nAssist with tracking and maintaining information in Salesforce ensuring data integrity and accuracy.\nPartner with the Salesforce Operations Team to make updates to Salesforce to enhance the effectiveness of the system.\nCollaborate with marketing and other teams to align lead management, thought leadership efforts, and continual improvement of lead quality and conversion.\nAssist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.\nStay informed on industry trends, competitors, and emerging opportunities.\nSpecial projects and other tasks as assigned.\nSelection Criteria\nEducation & Experience:\nBachelor’s degree in business, Finance, Marketing or related degrees.\nRelated professional designations and licenses are preferred.\n3-5+ years of sales operations, business analytics, or related experience ideally within investment banking or financial services.\nSalesforce experience is a plus, especially with reporting and dashboards.\nStrong analytics experience utilizing excel and BI tools.\nOther:\nProficient in Microsoft Office Word, Excel, PowerPoint and other software.\nStrong communication and relationship-building skills.\nOrganized, self-motivated, and able to manage multiple priorities.\nMaintains confidentiality of proprietary information and that of clients.\nPositive 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.\nAbility to travel occasionally (10-15%).\nCA base salary target range - $100,000-$120,000\nWorking at MarshBerry\nWho We Are:\nMarshBerry 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 include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.\nWhat We Do:\nMarshBerry 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.\nIt’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:\nNorth Coast 99\nTop Work Places - The Plain Dealer\nBest Companies Group - Inclusive Workplace\nCrain's Fast 50\nHealthy Business Council of Ohio Healthy Worksite\nTo learn more about MarshBerry, visit www.marshberry.com.\nWe 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.","description_format":"text","description_chars":6165,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Investment Banking & M&A Advisory","Management Consulting"],"lifecycle":[{"event":"open","at":"2026-10-07T18:16:13Z"}],"visa":[],"liveness":{"score":57,"band":"ok","label":"Likely open","p_open":1,"p_active":0.754,"p_room":0.75,"age_days":15,"expected_fill_days":21,"reasons":["conf:2","win:late"],"computed_at":"2026-10-23T05:54:15Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":true},"html_url":"https://alion.io/job/marshberry-sales-operations-associate","json_url":"https://alion.io/job/marshberry-sales-operations-associate.json","meta":{"generated_at":"2026-10-23T11:21:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17196,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1886259},"rest":"https://alion.io/mcp/rest/get_company?id=1886259"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmarshberry-sales-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmarshberry-sales-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmarshberry-sales-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/marshberry-sales-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmarshberry-sales-operations-associate"}]}