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Jobs at FullerThaler

Senior Sales Operations / Salesforce Administrator

Company Overview

FullerThaler is a leading, private, employee-owned investment management firm with less than 30 employees, known for its distinct behavioral approach to investing. With a strong track record of delivering superior returns, the firm combines rigorous research with behavioral insights to make informed investment decisions. FullerThaler operates in a collaborative environment, valuing innovation and expertise to drive its continued success.

 

Position Summary

FullerThaler is seeking a dynamic and experienced Senior Sales Operations/Salesforce Administrator to lead the development and execution of sales operations strategies within Salesforce. This role will play a pivotal part in defining processes, ensuring alignment, and optimizing revenue-generating activities while fostering cross-functional collaboration. The ideal candidate will be able to solve business problems by customizing the Salesforce Platform. They will build, configure, and automate technology solutions to deliver business value. They work with stakeholders and sales teams to define system requirements and customize the platform. Most importantly, they will enable users to get the most out of Salesforce technology.  The candidate will evaluate, select and implement the firm’s first marketing automation system as part of the role. As a small business, we are looking for the candidate to function in both the Sales/Revenue Operations / Business Analyst role as well as the Salesforce Administrator role.

 

Key Responsibilities

 

  • Maintain ongoing dialogue with sales personnel and management to develop and refine sales operations strategies in alignment with FullerThaler goals.

  • Implement and improve processes to measure and enhance sales efficiency, streamline workflows, and drive revenue growth.

  • Lead the enhancement of the technology stack to support revenue operations and increase productivity.

  • Handle all fundamental Salesforce administrative functions including routine tasks such as user account maintenance and workflows

  • Carry out regular internal Salesforce system audits and upgrades

  • Work with sales teams to set up personalized dashboards, fields, alerts and reports to shorten the sales cycle and track every lead in greater detail.

  • Provide actionable insights by sales revenue data and surfacing recommendations for improvement.

  • Play a key role in strategic planning, contributing revenue-focused perspectives to drive firm growth.

  • Foster a culture of continuous improvement, innovation, and accountability within the revenue operations pillar.

Collaborate with teams to ensure pipeline management and resource allocation and identify best practices

 

 

Qualifications

 

  • Bachelor's degree.

  • Strong Salesforce product knowledge, especially Sales Cloud and at least 5+ years of Salesforce administration hands-on experience with Sales Cloud and Marketing Cloud

  • Certified Salesforce Administrator

  • Additional Salesforce certifications, including Sales Cloud and Marketing Cloud preferred

  • Marketing Automation experience highly preferred.

  • System integration experience with Outreach and/or Gong are preferred

  • System integration experience with DST SalesConnect is a plus

  • Wants to work with a small business, wear several hats

  • Must be willing to work in an office environment 5 days a week.

 

Join Us

If you are a results-oriented individual with a passion for optimizing sales processes and operations and a desire to be part of a forward-thinking investment management firm, FullerThaler invites you to apply. This role offers the unique opportunity to shape revenue operations strategies, enhance processes, and drive growth within a collaborative and innovative environment.

 

Additional

The role should not be considered a “remote” or “virtual” job. Located in San Mateo, CA, candidates must reside in the San Francisco Bay Area and expect to work in the office 5 days per week.

 

Compensation will be competitive and commensurate with education and experience.  The position is full-time and exempt from overtime pay. In addition, we offer one of the most generous and comprehensive benefits packages in our area and industry including health, dental, vision, disability, and life insurance, 401(k) and profit sharing. Expenses for the CFA designation will be reimbursed upon successfully completing each level. This position can expect to earn a base salary between one hundred thousand and one hundred seventy five thousand dollars annually, plus a discretionary bonus and other benefits some of which are listed above. This represents the expected salary range for this position. Pay is based on a number of factors including education, job-related knowledge, skills, and experience, certifications, and other job and business-related factors. Other forms of compensation may be provided as part of a total compensation package.

 

Please submit your resume and a cover letter to salesjobs@fullerthaler.com detailing your relevant experience and why you are excited about joining FullerThaler's team.

 

A background check will be conducted after a conditional offer of employment. Visit our website for more information at http://www.fullerthaler.com. FullerThaler is an equal opportunity employer. Please refer to our Applicant Privacy Notice which contains important information on how we handle your nonpublic personal information.

Fuller & Thaler Asset Management, Inc. (“F&T”)

Applicant Privacy Notice

 

The privacy and security of your personal data (the “Personal Information”) which we collect from you is very important to us. It is equally important that you understand how we handle this data.

 

By applying for employment with F&T, you expressly acknowledge that you have read, understand and agree to all of the terms of this Privacy Notice as outlined below and as it may be modified by us from time to time with or without prior notice.

 

Collection of Information

In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you.  The nature of the Personal Information collected varies somewhat for each applicant, depending on the position responsibilities, your citizenship, the location of the facility where you may work, and other factors.  We collect Personal Information from you solely for business purposes, including those related directly to your application and prospective employment with F&T, and those required by governmental agencies.

 

Data collected may include, without limitation, such things as:

 

•          Your name

•          Phone number(s)

•          Email address(es)

•          Mailing address

•          Current and past residential addresses

•          Information contained in background checks

•          Resume with employment history and education information

•          Government identification documents and numbers, e.g., Social Security number, driver’s license number

•          Date of birth

 

Anyone who sends unsolicited Personal Information to F&T by any means, e.g., mail, email, or fax, expressly consents to the storage, destruction, processing, or disclosure of the data, as well as any other reasonable business-related use by F&T or any government agency of the unsolicited data. 

 

F&T will not knowingly collect or use Personal Information in any manner not consistent with this Notice, as it may be amended from time to time, and applicable laws.

 

Because the Personal Information collected by F&T is necessary for business purposes, you are required to provide it.  Your refusal or failure to provide the requested Personal Information may, therefore, disqualify you from employment with F&T or from receipt or enjoyment of certain corporate benefits.

 

Use of the Information We Collect

We will not sell your Personal Information to any third party. The primary purposes for collection, storage and/or use of your Personal Information include, but are not limited to:

 

•          Human Resources Management.  We collect, store, analyze, and share (internally) Personal Information in order to attract, retain and motivate a highly qualified workforce. This includes recruiting, compensation planning, succession planning, reorganization needs, performance assessment, training, employee benefit administration, compliance with applicable legal requirements, and communication with applicants and/or their representatives.

•          Business Processes and Management.  Personal Information is used to run our business operations including, for example, scheduling work assignments, managing company assets, and populating employee directories.  Information may also be used to comply with government regulation.

•          Safety and Security Management.  We use such Personal Information as appropriate to ensure the safety and protection of applicants, assets, and resources.

•          Communication and Identification.  We use your Personal Information to identify you and to communicate with you.

 

Disclosure of Data

F&T acts to protect your Personal Information and ensure that unauthorized individuals do not have access to your Personal Information by using security measures to protect Personal Information.  We will not knowingly disclose or otherwise distribute your Personal Information to any third party without your knowledge and, where appropriate, your express written permission, except under the following circumstances.

 

•          Legal requests and investigations.  We may disclose your Personal Information when such disclosure is reasonably necessary (i) to prevent fraud; (ii) to comply with any applicable statute, law, rule or regulation; or (iii) to comply with a court order.

•          Third-party vendors and service providers.  We may, from time to time, outsource services, functions, or operations of our business to third -party service providers. When engaging in such outsourcing, it may be necessary for us to disclose your Personal Information to those service providers, e.g., a payroll service or a benefits provider. In some cases, the service providers may collect Personal Information directly from you on our behalf. We will work with any such providers to restrict how the providers may access, use and disclose your Personal Information.

When using a third party provider to whom we must furnish your Personal Information, we will select reliable third parties and we will require them to enter into written agreements with F&T which will (i) specify the rights and obligations of each party; (ii) provide that the third party has adequate security measures in place to protect the Personal Information; and (iii) the provider will only process Personal Information on the specific written instructions of F&T.

•          Protection of F&T and Others.  We may release Personal Information when we believe release is necessary to comply with the law; enforce or apply our policies and other agreements; or protect the rights, property, or safety of F&T, our employees, or others. This disclosure will never, however, include selling, renting, sharing or otherwise disclosing your Personal Information for commercial purposes in violation of the commitments set forth in this Privacy Policy.

 

Security of Your Personal Information

We employ reasonable security measures and technologies, such as password protection, encryption, physical locks, etc., to protect the confidentiality of your Personal Information   Only authorized employees have access to Personal Information.

 

F&T will make reasonable efforts to secure Personal Information stored or transmitted electronically secure from hackers or other persons who are not authorized to access such Information.

 

Your Rights and Choices

You have the right to request that we disclose certain information to you about the Personal Information collected and used over the past 12 months. Once we receive your verifiable request, we will disclose to you:

•          The categories of and specific Personal Information collected about you

•          The sources of the Personal Information we collected about you

•          The business purpose for collecting your Personal Information

•          The categories of third parties with whom we share your Personal Information

•          Whether or not any information has been sold or disclosed in the past 12 months and the relevant categories

 

You may send a request by e-mail, telephone or mail at the following:

 

Chief Compliance Officer

Fuller & Thaler Asset Management, Inc.

411 Borel Avenue, Suite 300

San Mateo, CA 94402

Toll Free Tel: 866-204-0769

investmentjobs@fullerthaler.com

www.fullerthaler.com/contact

 

Non-Discrimination

F&T will not discriminate against you for exercising any of your rights and choices related to your Personal Information.

 

Any questions regarding this Privacy Notice may also be directed to the Chief Compliance Officer.

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