Sales Ops & Rev Ops Lead

Who we are:

Copilot is the premier Salesforce consulting partner for Financial Services, Real Estate, and SaaS companies (and specifically, we mean private equity, investment banking, wealth and asset management; real estate investment trusts, investment managers, brokerage, lending; tech start-ups and scale-ups). We compete with the biggest consulting firms to serve companies at the top of their game in these industries. We’re a group of technology evangelists building solutions clients enjoy using, because we actually understand their business and make Salesforce work the way they want it to.

While Copilot is our name it’s also our mission: to see our clients and our people soar (that means you)! We’re obsessed with building long-term client relationships and turning those into fans and referrals. Because of this, we’re focused on measured growth and maintaining our culture as we continue to reach new heights. We know our Crew is where our success comes from, and we’re excited to be rapidly growing! (Yes, we call our team our Crew, as in, flight crew).

About the role:

We’re looking for a Sales Ops Lead to help lead the discovery, design, build, and success of Salesforce projects for our growing portfolio of start-up and scaleup (usually B2B software and SaaS) clients.  We work with some of the best growth equity firms and the coolest SaaS and disruptive tech companies out there.

Your role would be to design the overall tech-stack and solution, determine the need to integrate with external systems and how to make those integrations happen (no coding experience required), liaise with our technical architects when custom solutions are needed, and see the solution through to roll-out and adoption.

You would also partner up with engagement managers, business analysts, and Salesforce consultants along the way to determine how we can continue to add value to the clients you’re serving. We create long term relationships, not one-hit wonders.

What we'll need from you:

What we expect you’re walking in with:

Icing on the cake for us (and by no means are these requirements):

Icing on the cake for you:

As a member of the Copilot Crew, you have the opportunity to shape the future of Copilot. Some of the ways you can be involved include, but aren’t limited to:

What we’ll provide in exchange for your awesomeness:

Contact us to apply!

Thank you! We will get back in touch with you within 48 hours.
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