At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Join us as a Sales Operations Officer within our Client Service Management team and grow your career in a collaborative, business-focused environment. We’re looking for a proactive early-career professional who is eager to build their experience in sales operations, CRM administration, reporting, and cross-functional coordination. If you are detail-oriented, analytical, and enjoy supporting sales teams, improving processes, and working with data to drive smooth business operations, this is a great opportunity to learn, contribute, and develop your career supporting Acolin, now part of Broadridge.
Responsibilities
Maintain and update CRM data, ensuring accuracy and data quality. Support the Sales team with opportunity management, sales administration, and pipeline tracking. Coordinate client-related activities and ensure timely follow-up on requests and actions. Act as a link between internal teams, supporting efficient communication and issue resolution. Maintain client information, documentation, and service-related records. Prepare regular sales and client-related reports, dashboards, and analyses. Support sales forecasting, performance tracking, and process improvements. Assist with CRM enhancements, testing, and provide support to CRM users. Collaborate with Sales, Marketing, Operations, and other internal stakeholders to ensure smooth business processes.
Requirements
2+ years of experience in Sales Operations, Client Services, Business Operations, or a similar role. Strong analytical skills with close attention to detail. Excellent organizational and coordination skills, with the ability to manage multiple priorities effectively. Proficiency in Microsoft Excel and Microsoft Office.
Experience
with CRM systems, such as Microsoft Dynamics or Salesforce, is an advantage. Strong communication and stakeholder management skills, with the ability to work effectively across teams. Fluency in English, both written and spoken. A proactive approach and willingness to learn. Hybrid Flexible at Broadridge We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role will be considered hybrid, after successfully passing the probation period. #LI-Hybrid #LI-LM1 We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration. Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries. LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.