What You’ll Do
We invest heavily in comprehensive training and development of our Analysts to prepare them for Associate role opportunities. Analysts execute accounting and finance tasks that help drive the client engagement process and support service delivery.  Some tasks are scheduled/routine for clients, others are ad-hoc/project-based in nature.  Analysts will be exposed to 4-6 clients at any given time and will have opportunities to communicate with clients. 

Specific tasks and details of the Analyst role include:

• Gain additional understanding of accounting principles and concepts

• Complete ongoing accounting and monthly closing requirements for clients

• Identify innovations and/or improvements to standard accounting processes

• Expand comprehension and understanding of financial models and analyses

• Learn essentials of small business finance and key metrics that are used to analyze trends and ratios to measure financial health

• Successfully meet deadlines and manage internal and external communication expectations

A successful candidate will be one who exhibits the following capabilities and qualities:

• Develops knowledge and expertise to create impact and deliver practical solutions

• Possess entrepreneurial, customer focused critical thinking skills

• Balances autonomy with diverse perspectives to identify problems and find solutions

• Takes initiative and owns mistakes, as well as solutions

• Shows personal work ethic in a collaborative environment

• Establishes integrity and trust with team, coworkers, and clients

• Is mindful of context when presenting information, building relationships, and influencing others

Ballast Consulting Group is an equal opportunity employer who considers all qualified applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or any other status protected by law.

Job Summary: We’re seeking a driven Sales Operations Specialist to scale our proven sales engine. This isn't about fixing what's broken, it's about replicating what works. You'll own our sales funnel from lead identification to close, coordinate our founder-led business development efforts, and ensure we hit our monthly targets of 30 qualified network calls, 15 leads, and 3 closed deals. This role requires someone who thrives on accountability, can confidently manage up, and wants to be measured by results.

Why This Role Matters: This position is critical to scaling what's already working at Ballast. We've proven our sales methodology and currently generate 90 leads / year from a disparate network of referral sources. We don't need innovation, we need execution. You'll directly enable our founders to spend more time generating high-value relationships while you ensure every opportunity moves efficiently through our pipeline. This is a permanent, growth-oriented role with clear advancement potential as we expand.

Essential Skills:

• Exceptional Communication: Superior written and verbal communication skills with ability to interface professionally with C-suite executives and founders

• Self-Starter Mentality: Must work independently without daily oversight—we need someone who drives initiatives, not someone who needs constant direction

• Organizational Excellence: Proven ability to manage multiple moving parts, competing priorities, and complex processes simultaneously

• Managing Up: Comfortable being assertive with senior leadership when needed to achieve goals

• Technology Proficiency: Must embrace and leverage technology, particularly CRM systems (HubSpot experience preferred)

• Professional Presence: Polished, social, and comfortable in client-facing situations

Experience & Background:

• 2-5 years of experience in sales operations, business development support, or related coordination roles

• Bachelor's degree preferred (strong communication and professionalism required regardless of education)

• Experience with CRM management and sales process optimization

• Demonstrated ability to work with senior executives and manage multiple stakeholders

Ballast Consulting Group is an equal opportunity employer who considers all qualified applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or any other status protected by law.