Senior Associate, Business Development and Operations

Sodali & Co is a leading provider of shareholder engagement advisory and governance consulting services to corporate clients around the world. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and acquisitions, annual and special meetings, shareholder activism initiatives, multinational cross-border transactions, sustainability issues and debt restructuring. From headquarters in New York, London, and Sydney with offices in the world’s major capital markets, Sodali & Co serves more than 2,000 corporate clients in over 80 countries, including many of the largest multinational corporations. In addition to listed and private companies, the firm’s clients include mutual funds, ETFs, stock exchanges and membership associations.

The Opportunity

The Senior Associate, Business Development & Operations will play a critical role across our Shareholder Services and Sustainability practices, on behalf of our centralized operations and client services function. This team member will be detail-oriented and able to manage competing priorities in a fast-paced consulting environment. The position will be responsible for business operations including pipeline management, reporting, and business development processes.

Key Responsibilities:

• Own business development reporting and pipeline management in Salesforce and Asana for task management
• Track and report on closed won numbers and allocation
• Serve as liaison between clients and Legal Department for contract management and negotiation
• Manage NetSuite Sales Order generation and invoicing in an accurate and timely manner, ensuring successful revenue collection
• Manage NetSuite & Asana project set up and resource assignments
• Support overall business process improvement, training, and documentation
• May serve as direct manager for junior member(s) of the team
• Support other administrative and client account management needs as needed
• Other duties from centralized operations and client services team as assigned

Successful Candidates Would:

• Demonstrate strategic business operations knowledge
• Understand business functions such as Legal, Finance, Sales Operations
• Have proficiency with data analysis and management of performance metrics
• Possess outstanding organizational and leadership abilities
• Have strong aptitude in decision-making and problem-solving
• Be a proactive, engaged team member constantly looking for ways to streamline and improve processes
• Have a strong track record of working with and being responsive to a variety of stakeholders
• Want to learn new concepts and industry best practices within a fast-paced, high-performance consulting environment
• Be comfortable overseeing and executing multiple projects and high-quality deliverables simultaneously with excellent time management skills and sense of prioritization
• Be a team player with comfort shifting from high-level execution to task-level administration and coordination in service of team goals, without ego
• Have advanced proficiency in Microsoft Excel
• Have experience with Salesforce or other CRM platforms
• Have experience with NetSuite or other ERP platforms
• Have experience with Asana or other Project Management platforms

Role Requirements

• Bachelor's degree or equivalent experience
• 5 years of relevant professional experience
• Professional services experience preferred
• Experience managing direct report(s) preferred
• All applicants must be currently authorized to work in the United States on a full-time basis