Sales Operations Manager

Role:  Sales Operations Manager

Reports to:  Vice President of Sales

Location:  Vancouver or remote for the right candidate


InvestX is seeking an incumbent who excels and thrives at creating and establishing sales processes.  You are high-energy and are driven to optimize results by monitoring and reporting key sales metrics.

The Company:

InvestX Capital is a disrupter.  Launched in March 2014, we are a young, fast-moving company that is taking advantage of the changing securities regulations to ultimately disrupt the $30 trillion dollar wealth management industry.  The Company gives investors access to pre-IPO investments in retail size allotments.  InvestX has invested in more than 20 of the world's leading private companies including:  Spotify, Dropbox, Docusign, Lyft, Uber and Pinterest.

The Position:

Key Accountabilities:

  • Document and create new sales processes to increase effectiveness and efficiency for the Sales Team;
  • Maintain day to day best practices of lead generation, pre-qualification and sales cadence follow up within Salesforce;
  • Support and train Sales Team on new processes or workflows and qualification of early stage leads;
  • Filter incoming sales leads to appropriate sales representative, or qualify if needed;
  • Create reports and dashboards to track lead conversion rate, time from demo to close and additional reports as needed in Salesforce;
  • Manage logistics and planning of targeted sales campaigns;
  • Work closely with various teams to ensure consistent alignment throughout the organization;
  • Build and run weekly, monthly, quarterly data, analytics and reports within Salesforce.

Qualifications & Experience

  • University or College Degree in a related field;
  • Minimum 5 years' experience in sales support or sales operations;  
  • Deep understanding of the sales process and model;
  • Proficiency in reporting, workflows, lead and opportunity management in a CRM;
  • Results orientated with a drive for excellence;
  • Excellent attention to detail;
  • Effective communicator (written and verbal) with sound interpersonal and team building skills;
  • Strong analytical skills with an ability to think critically.

If this opportunity sounds like it’s a good match with your skills, background and career direction, please email a cover letter and resume HERE.