E*TRADE from Morgan Stanley · 1 month ago
Inside Sales and Sales Operations VP
Alpharetta, Georgia, United States of America
Full-time
Onsite
Senior Level
$110K/yr - $185K/yrE*TRADE from Morgan Stanley is seeking an Inside Sales and Sales Operations VP to support the sales team by managing sales operations and driving inside sales efforts. The role involves qualifying sales leads, managing CRM systems, preparing sales reports, and collaborating with internal teams to enhance sales opportunities.
BankingFinanceFinancial Services
Responsibilities
Qualify inbound sales leads, understanding client needs and introducing the appropriate salesperson
Conduct prospect outreach to generate meetings at conferences and drive prospects to networking events
Maintain a comprehensive understanding of the company's products and services to effectively communicate value propositions to clients
Support the sales team by managing CRM systems, ensuring data accuracy and integrity
Assist in the preparation of sales reports, forecasts, and presentations for management
Coordinate with cross-functional teams to streamline sales processes and improve operational efficiency
Track and report on sales activities and results, providing insights and recommendations for improvement
Monitor and analyze sales metrics to identify trends and areas for improvement
Identify and leverage firm relationships with prospects to enhance sales opportunities
Coordinate across the firm to utilize existing relationships and identify cross-sell opportunities
Communicate and update internal partners who have relationships with clients to ensure a coordinated sales effort
Collaborate with internal teams to develop and present a unified and compelling sales pitch that represents the firm’s capabilities
Qualification
Required
Strong communication skills
Attention to detail
Analytical skills
Ability to work collaboratively across departments
Comprehensive understanding of the company's products and services
Experience managing CRM systems
Ability to ensure data accuracy and integrity
Experience in preparing sales reports, forecasts, and presentations
Ability to track and report on sales activities and results
Experience monitoring and analyzing sales metrics
Ability to identify and leverage firm relationships with prospects
Experience coordinating across teams to utilize existing relationships
Ability to communicate and update internal partners
Experience collaborating with internal teams to develop sales pitches
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase