Has anyone pivoted from IB -> Sales Strategy & Operations roles?

I'm currently in the screen process for a Sales Strategy & Operations role for a top software company in the Bay Area. I looked at the current employees in these roles and 99% of them come from IB backgrounds. Has anyone here been through the interview / candidacy process for these types of roles? Would love some insight on what skills they're looking for, case study prep, etc.

 

I recently left banking and interviewed for a few sales (or pure) strategy & ops positions. Interviews were largely case-based and required some form of data challenge + presentation of results to a panel. One had an additional SQL test, another had an Excel test. I personally found skimming through some consulting case guides and practicing applying the frameworks helpful for the interviews.

 

Accusantium eius autem sed sunt. Rerum cum enim eum quia iure ut et. Impedit eum qui eos provident quae quod. Assumenda et nostrum et fuga cum ut dignissimos. Nisi nihil non dolorem quasi aperiam adipisci. Quaerat accusamus recusandae omnis at earum beatae est. Minus eaque inventore repellendus.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
kanon's picture
kanon
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.8
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”