Accounting – Sales Operations, Associate

Riveron is seeking a Sales Operations Associate to support the growing needs of the Sales Operations & Executive leadership team, assisting with initiatives aligned with Riveron’s growth targets. This role reports to the Sales Operations Senior Associate and collaborates across departments including accounting, operations, talent deployment, marketing, and executive-level management.

Core Responsibilities:

Pipeline Reporting, Analysis & Forecasting Support

• Provide analysis and insights related to pipeline health, including adds, wins, and pipeline conversion.
• Support data mapping and cleanup for Sales Operations and Finance teams, enhancing PowerBI reporting.
• Complete ad hoc pipeline and sales analysis upon request from Sales, Operations, and Executive Leadership.
• Support pipeline trends newsletters and firm-wide communications.

CRM Strategy & Data Governance

• Ensure completeness of Salesforce data feeding into PowerBI Operational Management reports.
• Support acquisitions or integrations with other Sales Ops team members.
• Collaborate with finance, scheduling, and accounting to ensure data integrity.
• Assist in providing content and talking points for Market, Segment, and Industry Meetings.
• Train employees on PowerBI, Salesforce, and data-centric reports/metrics.
• Audit Salesforce pipeline data for accuracy and up-to-date status.

Other Special Projects

• Leverage sales tools and research platforms to create bespoke market and industry analysis for business planning.
• Support development of robust sales training programs.
• Engage in ad hoc projects as required.