Financial Sales Support, Entry Level

This entry level Financial Sales Support role supports an intermediary sales team by keeping CRM data clean, coordinating onboarding and logistics, and ensuring the day to day sales process runs smoothly so the team can stay focused on clients and growth. This is a great opportunity for a recent college grads within an interest in the financial industry. Key DetailsLocation: Austin, TX 78701Work Arrangement: On-siteJob Type: ContractPay Range: $25 to $30 per hourWhy This Job is Awesome / Your ImpactBe a go to partner for a fast moving sales team in financial servicesBuild hands on experience with Salesforce, reporting, and cross functional coordinationMake a visible impact by improving sales operations, data accuracy, and client readinessResponsibilitiesMaintain and update Salesforce CRM records, pipelines, and sales reportingPrepare dashboards, client lists, meeting materials, and sales presentationsCoordinate onboarding steps such as system access and training logisticsOrganize meetings, webinars, and client communicationsHandle administrative support, compliance documentation, and sales collateralPartner with Sales, Marketing, Compliance, HR, and Product teams to support initiativesMonitor client data, territory details, and account segmentationCredentialsBachelors degree requiredRequired Qualifications0 to 3 years of experience in sales operations, client support, or financial services (internships count)Exposure with Salesforce or a similar CRMStrong Microsoft Excel, PowerPoint, and Outlook skillsShould have an interest in the financial industryPreferred QualificationsPrior exposure to financial services sales support, client onboarding, or CRM reporting There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too. ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.