Sales Operations Analyst

Posted: November 4, 2025
Location: Fort Lauderdale, Florida

Counterpoint Funds is a leading quantitative and AI-driven mutual fund and ETF provider, specializing in diversifier strategies that aim to enhance portfolio performance over the long run.

We’re looking for a Sales Operations Analyst to join our growing team in Fort Lauderdale. In this role, you’ll help streamline systems, elevate analytics, and improve how we serve our financial advisor clients. You’ll work closely with sales and marketing leadership to keep the business running smoothly—from CRM optimization to performance reporting and campaign tracking.

You’ll join a collaborative team passionate about delivering value and building relationships that last. Apply today and help us shape the future of data-driven investing.

What You'll Do

Build and maintain sales dashboards and reports to track activity, pipeline, growth and promote the use of best practices across the team.
Manage and optimize our CRM—ensuring clean data, useful automations, and strong adoption.
Support the sales team with Morningstar competitive analysis and training.
Help onboard new team members and maintain up-to-date playbooks and materials.
Coordinate key sales meetings and handle the logistics of marketing campaigns and events.
Facilitate targeted CRM campaigns from creation to tracking performance, and help ensure compliance to SEC and FINRA rules.
Collaborate across teams (Finance, Operations, Marketing, Portfolio Management) to align data, forecasting, and insights.

What We're Looking For:

Bachelor’s degree, preferably in business, finance or operations
3–5 years of experience in sales operations, client service, or financial services.
Comfortable working with CRMs, data, SQL, and Microsoft Office.
Strong organizational skills, attention to detail, and a proactive, team-oriented mindset.
Bachelor’s degree in Business, Finance, or related field.

Location:

The position is based out of Counterpoint’s office in Fort Lauderdale, FL; the majority of job responsibilities and duties must be met working in-person from the office.

Apply Now

First Name:

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Years of Financial Service Experience:

Years of Sales Operations Experience:

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Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.

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