Company Info


Founded in 1980, Ned Davis Research Group is a leading independent research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors.

At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture.

Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.

Contact Info

Ned Davis Research, Inc.


Sales Operations Specialist

Job Closed

Boston, MA

Job Overview and Requirements

Are you a results driven professional looking to join a team where you’ll have the opportunity to make an immediate impact? Do you enjoy wearing multiple hats and thrive in a collaborative work environment?

Ned Davis Research, Inc., (NDR) is looking for an ambitious Sales Operations Specialist with strong analytical skills to drive our operational excellence. You’ll work collaboratively across teams in support of our sales and financial operations. The ideal candidate will have demonstrated experience working with CRM platforms, is well-versed in accounting processes, and has the ability to effectively manage various operational tasks.

NDR is a premier provider of global institutional investment research, consulting, and investment advisory services. We help investors make better decisions with unbiased, insightful and risk appropriate market and global economic data and analysis.

 Working at NDR will provide you with the flexibility to work from home a couple days per week, while also collaborating in person at our office near South Station the rest of the week. At NDR, you’ll be on a close-knit team with the type of unique growth and continuous learning opportunities that come from working at a global organization.


  • Support Sales Team throughout order process flow (order approval and entry workflow in CRM) and general operations related to account management and business development (setting up trials, granting users access, etc.)
  • Primary lead on Salesforce (CRM) activities/operations, including but is not limited to:  organizing and prioritizing enhancements for the technical support team, testing workflows, building dashboards for senior management, communicating new features, and providing training to the Sales team
  • Provide Finance/Accounting support including invoice management, collections and cash applications
  • Act as a liaison between Sales and other functions, such as tech support, product, and marketing
  • Support Marketing team with the creation and distribution of leads to the Sales organization
  • Own and maintain operations training and documentation for Sales
  • Manage onboarding process and Salesforce training for new hires in the Sales department.
  • Support Sales Operations Director and Global Head of Sales with completion of the monthly and ad hoc reporting requirements including data gathering and spreadsheet development for sales forecasting and reporting


  • BA/BS degree in Finance, Economics, Accounting or other quantitative focus
  • 1-2 years of experience in Sales Operations, Accounting or Finance
  • Demonstrate strong communication and organization skills needed for a fast-paced environment
  • Strong Excel skills and working knowledge of other Microsoft Office applications
  • Experience with CRM systems, preferably Salesforce
  • Familiarity with NetSuite a plus
  • Demonstrated ability to coordinate and communicate across departments
  • Independent, pragmatic, logical and detail oriented problem solver
  • Prior experience working in a distributed team environment is a bonus, but not required

Compensation & Benefits

  • Health Benefits
  • 401k with employer contribution
  • Generous paid-time off benefits including maternity/paternity leave
  • Professionally casual co-working environment
  • Growth and Learning Opportunities