Sales Operations Associate

The Opportunity

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.

We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk****®.****

Summary

The Sales Enablement Associate owns the systems, workflows, and quality controls that power Potomac’s sales execution and advisor engagement. This role is responsible for ensuring data integrity, revenue operations accuracy, advisor experience consistency, and high‑quality outbound execution across multiple platforms and regions.

This is a hands‑on, high‑accountability role focused on precision, ownership, and continuous improvement; this not a passive support role.

What You'll Do

• Own the Sales Operations and Advisor Experience.

• Maintain data integrity across HubSpot, including data cleaning, imports, normalization, and reporting

• Build and manage reliable, leadership‑ready sales and advisor reporting

• Execute and reconcile commissions and flow‑related processing with accuracy and timeliness

• Develop expense management workflows for sales, including per‑salesperson budget tracking and deal/event expense attribution

• Manage transactional email programs across regions, including integrations, execution, and compliance coordination

• Own end‑to‑end snail mail campaigns, including vendors, integrations, targeting, and execution

• Design, execute, and continuously improve the advisor experience, including new customer onboarding, milestones, swag, and lifecycle touchpoints

• Implement and maintain quality control processes across all advisor outreach to ensure accuracy, consistency, and brand alignment

• Identify process gaps and proactively drive operational improvements across sales and advisor workflows

Qualifications

• Bachelor’s degree required; relevant experience may be considered in lieu of degree

• 5-10 years of experience in Sales Operations, Revenue Operations, or a closely related role

• Deep hands‑on experience with HubSpot; FINTRX experience strongly preferred

• Experience managing data integrity, commissions, sales reporting, and CRM workflows

• Strong attention to detail with the ability to operate independently and own outcomes

• Financial services, asset management, or advisor‑focused experience preferred

The salary range for this role is 90,000- 115,000 with potential for additional performance based bonus.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.

If you want to drive, build, and scale, this is your shot.

Benefits:

• Medical insurance

• Vision insurance

• Dental insurance

• Health savings account option

• 401(k) & other retirement benefits

• Paid maternity leave

• Paid paternity leave

• Commuter benefits

• Disability insurance

• Paid time off