Operations Associate – National Markets & Sales Team (West)
The Siegfried Group, San Francisco, California, United States, 94199
Job Description
The role supports the Business Development team and the National Markets and Sales Team (NMST) with a variety of administrative, operational, and event-related responsibilities. It also assists with recruiting, reporting, and special projects as needed.
Essential Functions & Key Responsibilities
Support the Business Development team with client acquisition and prospecting, meeting and presentation coordination, tracking and documentation of client meetings, account management, and organization and planning of client‑related events.
Assist with recruiting activities, including preparing for and following up on Zoom screens and in‑person interviews, and planning and organizing MY Relationship dinners and events.
Organize and track reports such as expenses, deployments, receivables, qualified leads, and meetings in CRM, Workday, and PowerBI.
Assist in all functional and operational aspects of leading and managing the National Markets and Sales Team (NMST).
Provide additional support within the office, market, region, or other pertinent departments to ensure effective collaboration.
Complete special projects as required.
Supervisory Responsibilities This position has no supervisory responsibility.
Required Qualifications
4‑Year degree from an accredited university.
Extraordinary intangible attributes aligned with our High Performance Model®, such as humility, chemistry, communication, and mental agility.
Passion and aptitude for developing and maintaining compelling connections.
Strong networker with participation in professional and personal networking associations.
Faithful courage: willingness and flexibility to try new approaches and a desire to learn how to engage others powerfully.
Determination to become a better leader.
Commitment to continually push yourself outside of your comfort zone.
Ability to thrive in a fast‑paced, growth‑oriented environment with high energy.
Ability to work collaboratively in an entrepreneurial environment with demanding and high‑quality expectations.
Strong work ethic and professional maturity.
Excellent interpersonal skills as well as strong oral and written communication skills.
Team player with a strong desire to be an active, long‑term participant in the overall growth and vision of the firm.
Strong organizational skills.
Ability and willingness to work a minimum of 45‑48 hours per week on average.
Direct, full‑time hire opportunity.
Ability and willingness to work in a Siegfried office as required for an average of four days per week, subject to policy changes.
Desired Qualifications
1+ year of professional experience.
Experience in a client‑facing position.
Advanced degrees and certifications are a plus.
Location You must be commutable to one of the following office locations: San Francisco, CA; Los Angeles, CA; Silicon Valley, CA; Denver, CO.
FLSA/At‑Will Employment
This position is an exempt position under FLSA.
This position is and will remain at‑will in nature.
Learn more about our Total Compensation Philosophy and state‑specific information.
Company Overview Siegfried is a unique career choice, investing deeply in our people and believing in their potential. We have an exclusive group of talented professionals all committed to continuous growth, personally and professionally. Our client‑facing professionals help the best people at the best companies with their most important work and transform themselves along the way. Our operations team thoughtfully works on the business and helps grow the firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that includes robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401(k) plan with employer match, a profit‑sharing program, and unique allowances that nurture physical, emotional, and spiritual well‑being.
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Essential Functions & Key Responsibilities
Support the Business Development team with client acquisition and prospecting, meeting and presentation coordination, tracking and documentation of client meetings, account management, and organization and planning of client‑related events.
Assist with recruiting activities, including preparing for and following up on Zoom screens and in‑person interviews, and planning and organizing MY Relationship dinners and events.
Organize and track reports such as expenses, deployments, receivables, qualified leads, and meetings in CRM, Workday, and PowerBI.
Assist in all functional and operational aspects of leading and managing the National Markets and Sales Team (NMST).
Provide additional support within the office, market, region, or other pertinent departments to ensure effective collaboration.
Complete special projects as required.
Supervisory Responsibilities This position has no supervisory responsibility.
Required Qualifications
4‑Year degree from an accredited university.
Extraordinary intangible attributes aligned with our High Performance Model®, such as humility, chemistry, communication, and mental agility.
Passion and aptitude for developing and maintaining compelling connections.
Strong networker with participation in professional and personal networking associations.
Faithful courage: willingness and flexibility to try new approaches and a desire to learn how to engage others powerfully.
Determination to become a better leader.
Commitment to continually push yourself outside of your comfort zone.
Ability to thrive in a fast‑paced, growth‑oriented environment with high energy.
Ability to work collaboratively in an entrepreneurial environment with demanding and high‑quality expectations.
Strong work ethic and professional maturity.
Excellent interpersonal skills as well as strong oral and written communication skills.
Team player with a strong desire to be an active, long‑term participant in the overall growth and vision of the firm.
Strong organizational skills.
Ability and willingness to work a minimum of 45‑48 hours per week on average.
Direct, full‑time hire opportunity.
Ability and willingness to work in a Siegfried office as required for an average of four days per week, subject to policy changes.
Desired Qualifications
1+ year of professional experience.
Experience in a client‑facing position.
Advanced degrees and certifications are a plus.
Location You must be commutable to one of the following office locations: San Francisco, CA; Los Angeles, CA; Silicon Valley, CA; Denver, CO.
FLSA/At‑Will Employment
This position is an exempt position under FLSA.
This position is and will remain at‑will in nature.
Learn more about our Total Compensation Philosophy and state‑specific information.
Company Overview Siegfried is a unique career choice, investing deeply in our people and believing in their potential. We have an exclusive group of talented professionals all committed to continuous growth, personally and professionally. Our client‑facing professionals help the best people at the best companies with their most important work and transform themselves along the way. Our operations team thoughtfully works on the business and helps grow the firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that includes robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401(k) plan with employer match, a profit‑sharing program, and unique allowances that nurture physical, emotional, and spiritual well‑being.
#J-18808-Ljbffr