Apogem Capital · 2 days ago
Senior Associate, Sales Operation Support
White Plains, NY
Full-time
Hybrid
Mid, Senior Level
$79K/yr - $92K/yr
3+ years expApogem Capital is a part of New York Life, a Fortune 100 mutual company with a long-standing legacy. The Senior Associate, Sales Operation Support, plays a pivotal role in enhancing operational excellence and efficiency within the Agency organization by supporting sales strategy and managing budgets while collaborating across various teams.
Financial Services
Responsibilities
Support the planning, coordination, and execution of key operational initiatives in Agency
Coordinate and manage Agency’s non-prop budget by partnering closely with Finance and Heads of Sales and Guidance
Support the sales strategy team in operation and execution initiatives
Provide data support by leveraging tools and dashboards to inform business insights and track performance across the Agency organization
Analyze business processes and recommend improvements to increase efficiency and productivity
Qualification
Required
Bachelor's degree in Business Administration, Operations Management, or a related field (MBA a plus) and/or equivalent experience
3–5+ years of experience in business operations, project management, or administrative support functions
Strong proficiency in Microsoft Excel and PowerPoint
Excellent organizational, communication, and project management skills
Proven ability to analyze data and create meaningful insights for decision-making
Comfortable managing multiple stakeholders and aligning priorities across departments
Preferred
Proven ability to work independently and collaboratively across multiple teams
Experience in the financial services or insurance industry, particularly within a sales or agency setting
Knowledge of space planning processes or facilities coordination
Experience with budget coordination
Experience building operational dashboards or process documentation with tools such as Tableau, Toad Data Point, Oracle
Detail-oriented mindset with a focus on operational excellence
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Josh Niedner
Chief Executive Officer
Recent News
AltAssets Private Equity News
2025-11-26
2025-11-24
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