Sales Operations Associate (AI-enabled)

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Why Great Gray?

At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.

The Role

Great Gray is looking to add a Sales Operations Associate (AI-enabled) to our Revenue Operations team. This is an administrative role that is responsible for producing, analyzing, and quality-controlling key sales reports and analytics that enable our sales professionals to engage clients with data-driven insights. The Sales Operations Associate will serve as the primary point of quality control for several client-facing deliverables, including but not limited to Total Cost Analysis (TCA), Target Date Fund (TDF) comparison and suitability reports. Ideally, this individual will drive the adoption of AI tools to identify and eliminate process inefficiencies.

Location

This position will work from our Las Vegas, NV or Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities

• Develop and deliver high-quality Total Cost Analysis (TCA) reports, Target Date Fund (TDF) comparisons, and other sales enablement materials with a strong emphasis on accuracy and timely turnaround.
• Cultivate strong day-to-day communication and flexibility in work style to promote team success and meet group metrics.
• Collaborate cross-functionally with sales and investment oversight teams to validate and maintain current fund information ensuring final report materials remain accurate.
• Serve as the primary quality control checkpoint for all client-facing sales reports and analytics, ensuring accuracy, consistency, and completeness before deliverables are distributed to sales professionals.
• Transpose plan and participant data to be displayed within Target Date Fund (TDF) suitability reports that support sales conversations.
• Provide performance data, product information, and analytical support to enable sales representatives to pursue and close new business.
• Maintain and continuously improve reporting templates, processes, and quality control procedures to enhance efficiency and output quality.
• Understand and apply compliance regulations to report templates and processes as directed by the Compliance Team.
• Support cross functional team discussions to identify improvements to fund data sources and procedural efficiencies.
• Reference and maintain training materials and guides to ensure up-to-date procedures and accurate data.
• Complete other related duties as assigned.

Required Qualifications & Experience

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, or a related field.
• 1+ years of post-graduate experience in sales support or a related role.
• Demonstrated experience producing and quality-controlling analytical reports, with a strong attention to detail and commitment to data accuracy.
• Strong analytical skills with the ability to interpret complex data sets and translate findings into clear, client-ready deliverables.
• Proficiency in Microsoft Excel and experience with data visualization or reporting tools.
• Effective written and verbal communication skills to both internal and external stakeholders.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience supporting intermediary distribution channels or working with financial advisors and institutional clients is preferred.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Preferred Qualifications & Experience

• Experience creating operational efficiencies via automation or projects in Claude or other AI/ML technologies is highly preferred.
• Experience within asset management or financial services is highly preferred.
• Exposure to investment products, including target date funds, collective investment trusts (CITs), and other retirement plan investment vehicles is highly preferred.
• Familiarity with CRM platforms (Salesforce) is a plus.

Base Pay Range\*

$50,000 - $65,000

\*This base pay range is subject to change and may be modified in the future.

The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.

Benefits

We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:

·         Be an integral part of a high-growth organization!

·         Competitive compensation package

·         Group medical, dental and vision insurance

·         Employer-paid life and disability insurance

·         Annual well-being stipend

·         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $315 billion in CIT assets under management, across more than 940 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.

CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.

Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.

Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.

Investor Background

MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.

Equal Employment Opportunity Policy

Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.

Accommodation Statement

Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com